Nvidia and more: Veteran tech investor reveals 4 stocks he backs with a 'high degree of conviction'

There has been of flurry of activity in the tech sector, with the recent sell-offs and the more recent rally . While that may give some investors pause, veteran tech investor Trent Masters continues to see promise, revealing four stocks he has a "high degree of conviction" in. They are: Nvidia , Motorola Solutions , Trane Technologies and Sherwin-Williams . Nvidia Top of Masters' list is this artificial intelligence darling, which has dominated headlines in the last year.

It is just a really nice, strong, compounding business that always just manages to execute well and beat market expectations," he said. The company's strength is its Land Mobile Radio devices — walkie-talkies used for various communications, especially during emergencies — which accounts for 70% of the business, the portfolio manager said.

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