Q: Hi,
There was a healthy jump(twice that of the index) in the stock price of Lam Research. Are you aware of any reason for this event? I would appreciate your view on the company and whether it is advisable to jump in or wait for a pullback?
Regards
There was a healthy jump(twice that of the index) in the stock price of Lam Research. Are you aware of any reason for this event? I would appreciate your view on the company and whether it is advisable to jump in or wait for a pullback?
Regards
-
Applied Materials Inc. (AMAT)
-
Lam Research Corporation (LRCX)
-
NVIDIA Corporation (NVDA)
-
Finning International Inc. (FTT)
-
TFI International Inc. (TFII)
-
Kinaxis Inc. (KXS)
-
Trisura Group Ltd. (TSU)
-
Monolithic Power Systems Inc. (MPWR)
-
Cadence Design Systems Inc. (CDNS)
-
Century Communities Inc. (CCS)
-
M/I Homes Inc. (MHO)
-
Boyd Group Services Inc. (BYD)
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
Thank you
-
Applied Materials Inc. (AMAT)
-
KLA Corporation (KLAC)
-
Lam Research Corporation (LRCX)
-
ASML Holding N.V. (ASML)
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
Thanks