Before we get to our new idea, I'll take off half our DoorDash (DASH) to lock in the gain. The stock has had a nice run since we added it at $184.70 but might need a breather. Dips should be opportunities here.

Now, onto our new addition:

Name: Nvidia

Ticker: NVDA

Price: $119.30

Needs to Hold: $106 to $112

Price Objective 1: N/A

Price Objective 2: N/A

Nvidia (NVDA) looks ready to lead again in the wake of the successful GTC event.

The semis have been setting up well, and this is my favorite name in the group right now.

-Scott