We love Nvidia (NVDA), AMD (AMD), Datadog (DDOG), and Snowflake (SNOW), says Knox Ridley. He talks about how he has been buying these names in small layers on most down days. He also goes over how this is one of the worst macro environments since 2009 as the Fed waited too long to raise rates. He then goes over buying the dip on beaten up tech names. He discusses how the consumer is still spending, regardless of sentiment being at recessionary levels. Tune in to find out more.