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- Micron Technology Inc. (MU)
- NVIDIA Corporation (NVDA)
- Advanced Micro Devices Inc. (AMD)
- ON Semiconductor Corporation (ON)
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- Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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- Arm Holdings plc (ARM)
Q: 1. Please let me know your thoughts on the best choices of Semi Conductor and Related Companies to own going forward...
2. What would be the Core Holdings going into this Ai moment +
3. Please Rate companies I have listed as Must Own 1, to 5 as Worst...
4. How do you feel about the Valuations and Stock Price of the Current companies listed...
5. Awaiting your answers..., Do You think it is best to wait for a pull back on certain stocks in the list, That may be core holdings for future...
Thanks in advance,
M
2. What would be the Core Holdings going into this Ai moment +
3. Please Rate companies I have listed as Must Own 1, to 5 as Worst...
4. How do you feel about the Valuations and Stock Price of the Current companies listed...
5. Awaiting your answers..., Do You think it is best to wait for a pull back on certain stocks in the list, That may be core holdings for future...
Thanks in advance,
M
Q: What is your opinion of ON semiconductor after its recent price drop. Is a screaming buy at these price levels. Thanks for your expertise.
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Q: good afternoon,
Can I have your view on this company. Looked at a few reports on it and it doesn't look to compelling. Something else to look at ?
Thanks,
Happy Holidays to the Crew,
Can I have your view on this company. Looked at a few reports on it and it doesn't look to compelling. Something else to look at ?
Thanks,
Happy Holidays to the Crew,
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