Q: Hello 5i'rs
Could I please have your opinion of KLA vs LRCX vs NVDA? Growth and valuation and your pick please.
Thank you

Q: Hi Peter and team,
I am a new member and have been enjoying the question and answer section.
I would like you take on these two stocks and wether you prefer one to the other.
Thanks
Javad

Q: Hi,

I hold a 2.5% position in NVDA after selling half to lock in my original costs. I'd like to pick up another high growth chip maker/developer/fabricator, and the listed companies are on my watch list. Ideally the company would have a great balance sheet (net cash), a pipeline of great products and great opportunity for growth - no dividend needed. Can you endorse one or two and/or recommend something not on the list?

Cam