Q: What are your thoughts on AMAT these days? Which do you prefer, AMAT, ASML or AVGO? please explain. Many thanks

Q: Does the earning real ease by Qualcomm suggest that there may be a slowdown with Broadcom that reports later? Do you view Broadcom as a hold, buy or sell? And, would you consider a switch to AMD that had a significant drop is it’s share price today? Which semiconductor stock (Broadcom or AMD) is a better buy right now especially given potential growth in the future due to AI?

Q: Does your view on Broadcom change with the announcement of Apple plans to take back some of the manufacturing done by AVGO? Is AVGO a stock worth holding or are there others to consider with less risk?