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Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy)

By Seeking Alpha February 24, 2026 Bullish
Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy)
Nvidia remains a core holding for Gary Vaughan from Daily Stock Picks, but he trimmed his position ahead of earnings due to market cap constraints and potential competition from AMD. Apple is his highest conviction, best risk-reward large-cap tech, with 50% portfolio allocation and ongoing buybacks supporting upside.
Nvidia remains a core holding for Gary Vaughan from Daily Stock Picks, but he trimmed his position ahead of earnings due to market cap constraints and potential competition from AMD. Apple is his highest conviction, best risk-reward large-cap tech, with 50% portfolio allocation and ongoing buybacks supporting upside.