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.

Q: I am restructuring a non-registered account to be more defensive, and less tech heavy. All of the following US stocks are down: APPS, OKTA, PYPL, PLTR, SE, TTD, MRVL, TWLO, U, VEEV. Do you consider them a sell or hold?
Thanks.
Linda

Q: I am down significantly in both Lightspeed and Upstart. I am considering replacing some or all of them with something more promising.
Perhaps you could comment on the prospects of these companies in a better market and suggest which two or 3 from this list might have better performance potential :
CRM TTD MRVL SNOW CHPT
Thank you!