Anything growth-related is "taking it on the chin" so far in 2025, says Allan Boomer. He argues "no one wants to see all the volatility" in a growth-centric environment. That said, Allan believes Nvidia (NVDA) is a "profit machine" that has more room to run. He also notes Uber Technologies (UBER), Sempra (SRE) and Raymond James (RJF) as other stocks to watch amid current market conditions.