Q: Hello Team,

Considering the facts that:
Lumentum (LITE) is the High-Alpha play. It has the most momentum and the most critical technology (OCS), but it is currently considered "high risk/high reward" due to its vertical price chart.

Coherent (COHR) is the Catch-up play. It is favored by analysts who see "underappreciated upside." If Coherent can prove it is winning a larger share of the 1.6T transceiver market in its next earnings call (early 2026), its stock could "gap up" to match Lumentum's valuation.

For a 10 year investment, would you prioritize one over another? Or would you buy both?

Thank you for help all of us become richer and more informed in 2025. I wish you all at 5i a merry holiday season and a happy 2026. :)

Q: Hello team,
Based on a bit of research I have done, I would like to buy these companies in the following order: ASML, SMCI, ANET, AMD, AVGO, SITM, ARM, PWR, PLTR

I am buying them to further focus my portfolio on AI for the next 5-10 years. I already have the hyeprscalers and the usual AI suspects but, somehow, I missed on the companies listed above.

Please deduct as many credits as needed for the following questions:
What do you think of this list?
Would change the order based on their resent declines/Valuation?
Would you drop any of the above based on their excessive valuation which may not meet the expected growth in next 5-10 years?
Would you wait a bit more before you buy or just proceed today?
Is there a better company that can substitute any of the above based on moat in AI? Any other company that you think I should also consider?

Thank you as always for your invaluable help and insight. (Without you I would have quit investing a long time ago!)

Q: I own shares in this company, but I get vibes of the last .doc bust. I hear bubble, I see bubble, but I also see major strategic AI infrastructure investments.

Is this still a hold for the next three years <very hard question>?