Q: Hello 5i,
I made a mistake of not investing in AMD with a proper weight this stock deserved (with all the new chips). So now what to do? How do you view AMD's future?
SOXX 1.75%, Q 2%, UCTT 2%, AMD 1%, ICHAR 0.5%
My end goal is to fold individual stocks into SOXX eventually but perhaps AMD deserves an increase in its weight to 3% given the momentum?

Q: Good afternoon,

Could you please pass along on how best to take advantage of rising copper prices both using an equity( s) and etf.
Same question as it applies to the semi conductor space.
Please feel free to deduct 2 credits as I have posed 2 questions.

Thank you,
Brad

thank you.

Q: Hello,

Enjoying the upgrades! Having success with semi-conductor ETF's as a cyclical play in the past.
Would you still be buyers for the next 2 years?
And could I get your thoughts on Invescos new fund in comparison to the heavyweights.

SOXQ*
SOXX
SMH


Thank you very much.