Q: i own the above companies-both stock and options, they seem to go up everyday in an awful market.what is your opinion. dave

Q: These two companies have run up a bit but I wonder if they still fly under the radar in regards to the photonics advantage (light) over copper in the chip manufacturing industry. Have you heard much about this?
In looking at a semiconductor ETF like SMH for example I do not see these included as they tend to favor larger names.
Also not sure how much analysts have caught up to this story as a potential boost to these and other similar companies.

Q: Could you please give me a brief list of your top chip manufacturers with production outside of China/Taiwan, and your preference(s).