Julian Lynn runs Best of Breed Growth Stocks.

Julian, welcome to the afternoon edition of Wall Street

breakfast.

We're talking tech sector, as we like to do with you sometimes

if we're not talking cannabis.

And we are also talking specifically Navidia and

snowflake but it's great to have you on thanks for coming on.

Thanks for having me on Rina. So what are you looking at your when you're looking at

the tech sector these days how would you

kind of synthesize your viewpoint of the tech sector I think after two years of

very difficult stock price action in the tech sector. We finally saw a significant

recovery in 2023. In fact, the recovery has been quite powerful and has gone on for several

months that I suspect some investors

they might have grown complacent thinking that stocks can only go up again and

we're saying that the opposite could be true with snowflakes, snowflakes down 18% as of recording.

But at the same time, we also see a stock like NVIDIA,

and I note that this is a stock which a lot of a lot of investors on

seeking alpha or on Twitter were considering to be a bubble heading into the

print it is up 25% on a very, very strong report which saw the company materially beat their guidance.

They initially guided for around $7 billion in revenue.

They delivered $11 billion revenue, which is a big beat.

And they also deliver strong guidance for the upcoming

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