Q: Hi Peter,
How would the tariffs, and dampening of corporate and consumers’ spending affects the revenue growth of V, SRAD and ASML? Both V and SRAD are near their 12 months high. What would be a good entry price for these 3 stocks? Thanks.
How would the tariffs, and dampening of corporate and consumers’ spending affects the revenue growth of V, SRAD and ASML? Both V and SRAD are near their 12 months high. What would be a good entry price for these 3 stocks? Thanks.
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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Netflix Inc. (NFLX)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Eli Lilly and Company (LLY)
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UnitedHealth Group Incorporated (DE) (UNH)
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United Rentals Inc. (URI)
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Tesla Inc. (TSLA)
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KKR & Co. Inc. (KKR)
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Advanced Micro Devices Inc. (AMD)
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Arista Networks Inc. (ANET)
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ASML Holding N.V. (ASML)
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Powell Industries Inc. (POWL)
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CrowdStrike Holdings Inc. (CRWD)
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Cellebrite DI Ltd. (CLBT)
Q: Good morning!
Mag 7 owned, UNH, AMD, URI, POWL, ASML, KKR, CLBT, LLY, ANET.
What are “your” top 3 US additions to this list? Thank you for all the incredible things here.
Mag 7 owned, UNH, AMD, URI, POWL, ASML, KKR, CLBT, LLY, ANET.
What are “your” top 3 US additions to this list? Thank you for all the incredible things here.
Q: Can you give me your thoughts on these two companies and would you favour one profile over the other at these levels? Thanks