1st quarter was highlighted by the $NVIDIA Corp(NVDA)$ play as rode the price up from 600+ to 800+ before taking some hits from 930 to 860. Discovered some interesting counters like $Kaspi.KZ(KSPI)$ and consolidated positions in $Amazon.com(AMZN)$ and $Vista Oil & Gas, S.A.B. de C.V.(VIST)$ .
Next quarter will be volatile come May to June as should expected Fed cuts in June fail to materialize then market may react negatively. After blowout by Nvidia next earnings will be a big question mark, as to how high can it go and when will investors cash out. Interesting quarter ahead!
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