Q: I am thinking of adding the following positions to my portfolio at about 2.5% each, would like your opinion on prospects for the following companies: bidi (Baidu); SONO; Mu (Micron); AMBA (Ambarella);; espo (VanEck e gaming etf); find (global fintech etf). These are all a play on the 5G rollout/stay at home revolution/play at home, your comments would be most welcome

Q: Hi 5i Team - Could you give me an update on the fundamentals of Ambarella. Also is it still buying back stock. Thanks.

Q: Hi Gang
What would be your picks in small cap 5 G space that look they will be there for awhile

Thanks Mike B