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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

Read Answer Asked by Jason on July 05, 2022

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.

Read Answer Asked by Paul on June 21, 2022
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