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Q: Good Day,

I picked up CELH and CROX based on the answer to my last question, and added in POWL to boot. Based on my portfolio in my previous question, was POWL something you would consider redundant in my account, or would you be fine with that type of addition in your portfolio.

I have been holding SNPS and CDNS for a minute now, and it just seems to bounce back and forth between +5% and -5%. Are these mostly growers on news and earnings? What are their respective Expected growth rates over the next 1 and 2 years?

This brings me to almost "fully deployed". I have noticed in the last couple weeks that the volatility in the market seems to have increased, and the average of that volatility seems to be sort of flat over this time. I have seen some videos and articles calling for the "AI Bubble" to burst, etc. Do you think there will be a cooling in that space coming? and if that occurs will the market follow it? I've seen many replies where you state that NVDA has a clear 18 month runway for growth, and thus I imagine the companies that support it as well, does that still hold true in your view? If said cooling could be coming, would it be worth the fees to say, shrink/cut some positions? Or is that too much like timing the market and thus better to stay in?

Thanks for everything,

Read Answer Asked by James on March 13, 2024
Q: Good Day,

Big wins on a lot of your recent answers to my previous questions, thanks.

Obviously there's a tonne of hype on the Semiconductor market/AI/Data Center space right now, and after picking up SMCI, VRT, etc, I came across CDNS and by proxy, SNPS as well.

It appears they have the market corners on the design software side of this market. Logically, however, this wouldn't appear to be a space that grows in the number of customers in it very readily.

Is this similar to ASMLs type of monopoly (albeit a duopoly), with growth coming from advantageous pricing conditions and the relative difficulty of a new player popping up?

Do you see these companies gaining significant share price appreciation over time? Which company is better and why? I really liked a recent question that asked where they were relative to a baseball game. For each could you relate their lifecycle to what inning in a game they are, as well as an out of 10 for risk and growth potential.

The prices of these have climbed for sure, but definitely don't seem to have exploded like the rest of the segment. Are there any other companies with this same type of competitive advantage in the semiconductor/AI space?

Thanks!
Read Answer Asked by James on February 12, 2024
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