Q: If you could only own one of these, which of these would you prefer? Please explain you reasoning. Happy New Year

Q: If the world is going to need all this power to deal with all this Artificial Intelligence that is going to be happening in the coming years, what stocks in your opinion will benefit from this need for electrification? BTW I tend to like stocks that are on the more liquid side so please push your answer in that direction please and thanks

Q: Good morning,

I recently asked a question about Equinix - thank you for your response. I also own Pure Storage, which is in a different sector from Equinix but seems related in that they both offer data storage - at least, that is how it seems to a non-techie like myself. Do you think these two are different enough to own both? My portfolio has too many small positions so I'm looking to concentrate and am wondering of one of these could be sold. Would you hold both? If you were to sell one, which would you choose?

Thank you,