Q: Hello team,

Have your views changed since Nvidia invested $2 billion in MRVL and announced a partnership in March 30th to connect Marvell Technology to its AI data center and AI-RAN. The two also will work together on AI networking, including optical interconnects and silicon photonics.

Since then MRVL has gone from $87 to $128. Time to buy some?

Thank you for your extraordinary investment insight!

Q: How large is YOUR AI exposure? Obviously I’d like to maximize my return before it takes a big hit. What will you be looking for when considering moving on from this theme? Should I choose a different approach and hold for the long term regardless?

I have NVDA, CLS, NBIS, MU And TER. Each being 5% of my overall holdings.

Your overall thoughts on my exposure ?

Thank you

Q: I am looking to deploy cash sitting in my TFSA. I have "full" positions in NVDA, SHOP and GOOG. "Partial" positions in BN, CLS, BANK, NBIS, RKLB and PNG. And finally, "starter" positions in HOOD, GLXY and App.

1) Would you be comfortable with the overall balance in the account?
2) Would you deploy the funds into 2 or 3 of the existing holdings and if so, which ones?
3) Would you start a new position(s) to increase diversity and if so where would you go?
4) Would you eliminate any of the current position dues to overlap or other reasons?

Thanks,
Terry