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5i Recent Questions
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Apple Inc. (AAPL)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Crocs Inc. (CROX)
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CrowdStrike Holdings Inc. (CRWD)
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Vertiv Holdings LLC Class A (VRT)
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Celsius Holdings Inc. (CELH)
Q: A number of good names in US have significantly pulled back recently. Do you consider the names above buys at current prices? What order would you be buying these names, is there any of these names you would wait for better entry points? Please deduct credits appropriately.
Thanks
Tim
Thanks
Tim
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Applied Materials Inc. (AMAT)
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Micron Technology Inc. (MU)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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ON Semiconductor Corporation (ON)
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Marvell Technology Inc. (MRVL)
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Dell Technologies Inc. Class C (DELL)
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Vertiv Holdings LLC Class A (VRT)
Q: On a scale from 1 to 10, what number would you assign the following eight stocks where 10 represents the most upside and 1 the least, and what letter grade would you give them where an A represents the least risk and an F the most?
NVDA, VRT, MU, DELL, QCOM, MRVL, ON, AMAT
NVDA, VRT, MU, DELL, QCOM, MRVL, ON, AMAT
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Super Micro Computer Inc. (SMCI)
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Vertiv Holdings LLC Class A (VRT)
Q: Does this selloff in tech concern you at all to take down the broader market? Seeing big down moves lately in tech, such as SHOP, GOOGL, NVDA, SMCI, VRT, etc... Tech is my largest weighting for sector, should we be repositioning at all or how would you approach this to maintain profits. I've had a very good run, but hate take the stairs up and then seeing the elevator go down fast. Thanks!
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