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- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Arm Holdings plc (ARM)
Q: - I sense something happening these days with the whole space in tech, with AI, Information, etc on how its controlled, used, etc...
- Companies like Google and Microsoft have been targeted with lawsuits from many countries, based on Size , Monopoly and Other concerns...
- Companies like NVDA, ARM,AAPL and META are also included in my question...
- The Trump Factor is also a concern...
1. How do you see this playing out for these tech companies playing out ? Short/Long Term
2. Which are the best in class to weather the storm ?
3. Who is the Most Vulnerable To successful lawsuits against or breakup?
4. Best Pick/Picks To Buy and Hold Going Forward??
Thanks,
M
- Companies like Google and Microsoft have been targeted with lawsuits from many countries, based on Size , Monopoly and Other concerns...
- Companies like NVDA, ARM,AAPL and META are also included in my question...
- The Trump Factor is also a concern...
1. How do you see this playing out for these tech companies playing out ? Short/Long Term
2. Which are the best in class to weather the storm ?
3. Who is the Most Vulnerable To successful lawsuits against or breakup?
4. Best Pick/Picks To Buy and Hold Going Forward??
Thanks,
M
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Eli Lilly and Company (LLY)
- The Trade Desk Inc. (TTD)
- Axon Enterprise Inc. (AXON)
- CrowdStrike Holdings Inc. (CRWD)
- Jacobs Solutions Inc. (J)
- Vertiv Holdings LLC Class A (VRT)
- Amentum Holdings Inc. (AMTM)
Q: My portfolio contains the following securities: DRX, ATD, GOOG, AMZN, AMTM, AAPL, ATZ, AXON, BNS, BAM, BN, CSU, CRWD, DIR, EXP, LLY, ENB, GSY, HPS, ISRG, J, LMN, META, MSFT, NVDA, SHOP, TFII, TTD, TD, VRT, WSP. Most of these are under or at a full position except for AXON (higher). I have some cash I would like to deploy. Which would you add to today please for a long term investor age approx 40yr. Would you look to urgently sell any. Thanks!
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Salesforce Inc. (CRM)
- Eli Lilly and Company (LLY)
- Visa Inc. (V)
- Blackstone Inc. (BX)
- Boyd Group Services Inc. (BYD)
Q: Dear 5i Team I sold BYD recently. I would like to replace with something US. I have visa Costco, ISRG, Google, Lily Would you happen to know a few founder led companies I can do some research on? Thank you Brent
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