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5i Recent Questions
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Applied Materials Inc. (AMAT)
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Dell Technologies Inc. Class C (DELL)
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Vertiv Holdings LLC Class A (VRT)
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Infineon Technologies AG ADR (IFNNY)
Q: How would you rank the following Ai-related companies (best first) with an outlook of at least a year or two?
VRT, SMCI, DELL, ANET, MU, MRVL, AMAT, QCOM, AVGO, IFNNY, ON, TEAM
VRT, SMCI, DELL, ANET, MU, MRVL, AMAT, QCOM, AVGO, IFNNY, ON, TEAM
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Broadcom Inc. (AVGO)
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NVIDIA Corporation (NVDA)
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ASML Holding N.V. (ASML)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Q: I have TER in my portfolio for many yrs and doing very well. I would like to take 1/2 position in an other semi. Could you comment on the four company mentioned above
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Broadcom Inc. (AVGO)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Alphabet Inc. (GOOGL)
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NVIDIA Corporation (NVDA)
Q: Hello, of these 4 , which ones would you buy today for a 5 year time frame, and why?
Thank you
Carlo
Thank you
Carlo
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