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5i Recent Questions
Q: Please rank these from an AI perspective.
Best to invest now.
Thanks!
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Amazon.com Inc. (AMZN)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Palo Alto Networks Inc. (PANW)
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Marvell Technology Inc. (MRVL)
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Pure Storage Inc. Class A (PSTG)
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Super Micro Computer Inc. (SMCI)
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ASML Holding N.V. (ASML)
Q: Hi team,
This is more of a second order question - so nvda is clearly doing very well, where could we look for benefit on the supplier side, ie. the inputs for what they need for the AI?
Q: After today's poor earnings call, is it time to move on from Marvell and perhaps re-visit sometime next year? Or hold on for better times - macro environment. This is held in a taxable account.
Read Answer Asked by Maureen on December 02, 2022Insiders
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