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Apple Inc. (AAPL)
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Intel Corporation (INTC)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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Advanced Micro Devices Inc. (AMD)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Q: On semi-conductor chips, I already own NVDA (since 2023). Considering adding another with your help.
I really don't see chip demand letting up anytime soon (Ai, robotics, autonomous vehicles, cellphones, IoT, etc).
With TSMC opening mfg plants in Arizona, maybe some of the geopolitical risk is tempered now.
Is QComm the dark horse?
THX.
I really don't see chip demand letting up anytime soon (Ai, robotics, autonomous vehicles, cellphones, IoT, etc).
With TSMC opening mfg plants in Arizona, maybe some of the geopolitical risk is tempered now.
Is QComm the dark horse?
THX.
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Broadcom Inc. (AVGO)
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NVIDIA Corporation (NVDA)
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Tesla Inc. (TSLA)
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Arista Networks Inc. (ANET)
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ASML Holding N.V. (ASML)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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CrowdStrike Holdings Inc. (CRWD)
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Vertiv Holdings LLC Class A (VRT)
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Palantir Technologies Inc. (PLTR)
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Constellation Energy Corporation (CEG)
Q: Hi 5i, Would you consider these 10 stocks to be a part of significant players of the AI boom, these players are driving innovation, fueling need for better and bigger hardware and software infrastructure:
ANET: Provider for the networking solutions
ASML: Leader in photolithography systems used in the manufacturing of semiconductors.
AVGO: Semiconductor Solutions and Infrastructure Software.
CEG: It provides clean energy and sustainable solutions
CRWD: Cybersecurity products and services
NVDA: Semiconductors and Equipment
PLTR: Big data analytics
TSM: World's largest dedicated chip foundry
TSLA: Automotive and clean energy company.
VRT: Critical infrastructure and services for data centers, communication networks
If you have to select 5 for a 10 year hold, which one would you pick.
if you have to select 3 for a 3 year hold ?
Please deduct as many question credits as you must!
Thanks
ANET: Provider for the networking solutions
ASML: Leader in photolithography systems used in the manufacturing of semiconductors.
AVGO: Semiconductor Solutions and Infrastructure Software.
CEG: It provides clean energy and sustainable solutions
CRWD: Cybersecurity products and services
NVDA: Semiconductors and Equipment
PLTR: Big data analytics
TSM: World's largest dedicated chip foundry
TSLA: Automotive and clean energy company.
VRT: Critical infrastructure and services for data centers, communication networks
If you have to select 5 for a 10 year hold, which one would you pick.
if you have to select 3 for a 3 year hold ?
Please deduct as many question credits as you must!
Thanks
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Broadcom Inc. (AVGO)
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Broadcom Corp. (BRCM)
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Microsoft Corporation (MSFT)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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Dell Technologies Inc. Class C (DELL)
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CrowdStrike Holdings Inc. (CRWD)
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Nvidia CDR (CAD Hedged) (NVDA)
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Advanced Micro Devices CDR (CAD Hedged) (AMD)
Q: Pick and shovel companies in the AI space.
Could you rank the above you think are the most attractive growth prospects with least risk?
Thanks
Jeff
Could you rank the above you think are the most attractive growth prospects with least risk?
Thanks
Jeff
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