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5i Recent Questions

Q: I've been lucky enough to own NVDA in the last year. Its now 4% of my portfolio. I'm considering buying a semi supplier like AMAT, LRCX,ASML, etc. What do you think? is it too much to own NVDA and a supplier? if so, which would you suggest?

Read Answer Asked by Graeme on November 08, 2021

Q: Can you please suggest a few US listed companies in the semiconductor space who should see price appreciation as we come out of the supply chain issues / chip shortage over the next 12-24 months. Thank you

Read Answer Asked by Vineet on October 25, 2021

Q: Hi there,

I am looking to buy 10 software stocks and 10 stocks in the semiconductor space. I am seeking out high growth names. Would you be able to provide me with your top recommendations? Thank you kindly,

Jason

Read Answer Asked by Jason on October 18, 2021
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