Q: Can you follow up on your last comments on Ultra Clean Holdings and their most recent earnings and why they dropped so much? Buy, hold or sell? thanks

Q: Hi. After listening to a 5i podcast about 4 years ago - in May 2021? - I purchased Ultra Clean Holdings. Since then, I’ve pretty much been underwater with that holding by 30% or more (34+ % today). The stock did bounce, I think once, but it was short-lived and I’m still holding. What is in the cards for UCTT if you don’t mind answering a question on an American company. Thank you.

Q: Thanks to 5i, I've done extremely well with NVDA. After the launch of ChatGPT and seeing Elon Musk mention on X how hard it was to get his hands on NVDA's chips, I increased my exposure to semiconductors. Among the trades I made towards the end of last year was averaging down on UCTT, which was also a favorite of 5i. I already had a partial position and was fortunate to buy more near the bottom of 2023. Recently, however, you seem to have adopted a somewhat negative outlook on the company in your commentaries. I'm relieved to see this stock back above water in my portfolio, now with a decent gain. Is there a specific reason or news for the stock's recent catch-up, and should I continue to hold it, or is it still considered overvalued, suggesting I should take my profits and move on? Thanks, as always.