Buy NVDA on minor dips with conviction: if the oil problem is solved after the current sharp rise, leaders like NVDA should jump substantially; even if oil stays at current levels for the next two months, NVDA should still benefit from AI expansion.

If you have money right now and are looking for the next uptrend in the technology sector, buying names like Marvel, or even focusing on leading companies like Apple, Amazon and Nvidia at these minor dips, is a good idea.

But when we talk about leading stocks, again, Nvidia, Apple, Amazon, and Microsoft are the stocks we buy. These are the stocks we buy with conviction, believing that if this sudden strong rise occurs, and it's all about oil, then once the oil problem is solved, we will see a big jump upwards.

But if that doesn't happen, and even if oil remains at its current levels for the next two months, we believe those stocks will still benefit from the expansion of artificial intelligence.