Jerry Sneed says to "have a shopping list" for your portfolio. When it comes to the A.I. trade, he talks about navigating Nvidia (NVDA), Palantir (PLTR) and Snowflake (SNOW) now that earnings are in the rearview mirror. He weighs if the Fed is turning more hawkish ahead of an expected "Santa Claus rally" into the end of the year.

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