• Applied Materials Inc. (AMAT)
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• Lam Research Corporation (LRCX)
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• NVIDIA Corporation (NVDA)
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• Finning International Inc. (FTT)
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• TFI International Inc. (TFII)
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• Kinaxis Inc. (KXS)
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• Trisura Group Ltd. (TSU)
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• Monolithic Power Systems Inc. (MPWR)
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• Cadence Design Systems Inc. (CDNS)
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• Century Communities Inc. (CCS)
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• M/I Homes Inc. (MHO)
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• Boyd Group Services Inc. (BYD)
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Q: Are there any stocks out there today that you feel are stupidly mispriced and could get a nice bounce/run this year?
Thank you

Upvote 34

Read Answer Asked by Christine on January 17, 2025

• Applied Materials Inc. (AMAT)
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• KLA Corporation (KLAC)
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• Lam Research Corporation (LRCX)
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• ASML Holding N.V. (ASML)
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Q: Would you consider KLA and/or ASML as "core" IT/AI holdings for 3-5 years, apart from current M 7 holdings. Among IT/AI opportunities available, how would you rank one or both, given current valuations, and taking into account vulnerabilities [China]. Or, would you suggest 3 others instead.
Thanks

Upvote 5

Read Answer Asked by sam on January 14, 2025

• Lam Research Corporation (LRCX)
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• ASML Holding N.V. (ASML)
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Q: Any idea as to why 15%, [ $11.15 ] sell off in the last 5 trading sessions? Down 10%

Any Co news? Concerns?

Upvote 3

Read Answer Asked by Henry on October 17, 2024