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Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, highlights several stocks he believes investors will wish they had purchased in greater quantities when looking back 12 months from now.
The stocks Roussin specifically mentions are NVDA, META, SOFI, and NOW.
Roussin has previously highlighted NVDA's financial performance, citing $81.6 billion in revenue and 211% growth in net income. In a recent note, he also commented on rebalancing GOOGL, but cautioned against selling on company concerns, emphasizing Alphabet's position in AI. His recent stock picks follow a series of statements on major tech companies and their earnings momentum.