Q: I very much enjoyed reading your AI Stack report and have adjusted some of my holdings accordingly. I hold: NBIS, NVDA, AVGO, MU, TER, VRT, GOOG and MSFT. All between 2-3% weighting. Do I need to hold both NVDA and AVGO? If not, I would sell AVGO. Assuming AVGO is sold, which would you be inclined to top up: NVDA, NBIS, MU, TER, VRT or GOOG? Thank you.

Q: Does Ayar Labs have a call sign? My phone shows its call sign as AYARZZX "Ayar Labs - Company Level" on the NASDAQ exchange and indicates trading since December 2025 but RBC doesn't seem to recognize the company. I believe NVDA & AMD are so called strategic investors. It seems their chips use fibre optics instead of copper which may help reduce costs, as silica may be less expensive to make compared to copper. Fibre cabling may also generate less heat buildup and so demand less cooling. Any thoughts you have would be appreciated.
Regards,
Jim

Q: I own NBIS shares and continue to hold with the thought that the market is not either recognizing or giving credit to the company for the expected surge in revenue and hopefully earnings growth in the coming 12-15 months. Do you continue to support this premise?
Also what are your thoughts on this company as a takeover possibility? Who might be interested and why?