Q: On Sept 19 I asked the maximum weight YOU would be comfortable holding VRT and you answered 3.5%. Today you responded to Maureen with 5% weight.
What changed in the last 3-4 weeks for you to be more comfortable with a higher weight in VRT now?
Thanks

Q: I am presently down 61% on SMCI . What do you think of this company and is it a sell or hold ? I also hold QCOM, but not under on this one. Any thoughts on this one ?
LRCX , I'm down 17%, the chart looks good on it .Sell or hold ? If I were to sell any of them, please give me 5 choices of stocks in the same categories. Thanks guys.

Q: Hi 5i Team,

Curious why Tiny has been falling over the past month?

Also have some INTC shares from long ago, I would hate to sell at the bottom, but wondering if it is time to move on to something else - any recommendations?

Thank you.