• Applied Materials Inc. (AMAT)
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• Broadcom Inc. (AVGO)
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• Micron Technology Inc. (MU)
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• QUALCOMM Incorporated (QCOM)
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• Atlassian Corporation (TEAM)
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• ON Semiconductor Corporation (ON)
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• Arista Networks Inc. (ANET)
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• Marvell Technology Inc. (MRVL)
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• Super Micro Computer Inc. (SMCI)
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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)
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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

Upvote 5

Read Answer Asked by Brian on July 23, 2024

• 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)
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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

Upvote 6

Read Answer Asked by ray on July 19, 2024

• 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)
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Q: Hello, of these 4 , which ones would you buy today for a 5 year time frame, and why?
Thank you
Carlo

Upvote 8

Read Answer Asked by Carlo on July 18, 2024