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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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Applied Materials Inc. (AMAT)
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Broadcom Inc. (AVGO)
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Micron Technology Inc. (MU)
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QUALCOMM Incorporated (QCOM)
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Atlassian Corporation (TEAM)
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ON Semiconductor Corporation (ON)
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Arista Networks Inc. (ANET)
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Marvell Technology Inc. (MRVL)
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Super Micro Computer Inc. (SMCI)
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Dell Technologies Inc. Class C (DELL)
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Vertiv Holdings LLC Class A (VRT)
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Infineon Technologies AG ADR (IFNNY)
Q: How would you rank the following Ai-related companies (best first) with an outlook of at least a year or two?
VRT, SMCI, DELL, ANET, MU, MRVL, AMAT, QCOM, AVGO, IFNNY, ON, TEAM
VRT, SMCI, DELL, ANET, MU, MRVL, AMAT, QCOM, AVGO, IFNNY, ON, TEAM
Q: Can you please compare the fundamentals of AMD vs QCOM for a five year hold? Which one would you recommend to hold? Thank you.