Big Tech hits new highs: Cleo Capital's Sarah Kunst on her top stock picks

The big tech stocks are on a run this week with Nvidia hitting a new high and by the way reclaiming its crown as the largest market cap company out there. Joining us right now with her squawk picks is Sarah Coons. She is Cleo Capital managing director.And Sarah, let's talk through some of these names, especially with Nvidia back as the largest company in the world again. What uh what do you think about Nvidia. Is this a buy at this point or what do you I what's what's your guess.Yeah, I mean it's it's not t ...