Q: Hi Peter and crew. I know that US tech companies are "not in your wheel house" and I also know that you have great insight. so I am interested in your opinions on the following.
I am watching that both Rivian and Global Foundries Inc. are applying to the SEC this fall to go public. Both appear to be in a good space for long term trends/needs. I am interested in long term investing in these companies when they come to market.
Thoughts?
BTW - Peter, Loved the article in the FP about your father-in-law. Maybe the 2 above companies will give him " the action" he is looking for!

Q: I am thinking to sell TWTR and replace it with AMD or NVDA.
What do you think?

Thanks,
Milan

Q: Good Morning, For a 2-3 year hold, which two of these stocks listed would you consider adding to at this time. Thanks. Brad