Q: Can I have your comments on microns earnings and guidance and how that may bode for other chip stocks? I also own Nvda, mrvl and amd and am down on all. Thanks.

Jason

Q: Sold NVDA for tax loss with the intent buying back in 30 days. What would be a replacement for NVDA for those 30 days.
Clayton

Q: I sold NVDA to accrue a tax loss and I can now buy it back. You were extremely high on the company 12 - 18 months ago but you have been naming other semi-conductor companies lately - QCOM and AMD specifically when asked about the sector. Have you cooled on NVDA and should I just stay with my proxy, AMD, or I am splitting hairs here and would you be comfortable with returning to NVDA for the long term?

Appreciate your insight.

Paul F.