• Tesla Inc. (TSLA)
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• Baidu Inc. (BIDU)
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• CECO Environmental Corp. (CECO)
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• Aspen Aerogels Inc. (ASPN)
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• ADF Group Inc. Subordinate Voting Shares (DRX)
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• Vertiv Holdings LLC Class A (VRT)
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• Palantir Technologies Inc. Class A (PLTR)
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• Luminar Technologies Inc. (LAZR)
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• TransMedics Group Inc. (TMDX)
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• Nextracker Inc. (NXT)
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Q: Can you please rank in order which of the stocks from best to worst you would Recommend today, and are there any that you would Not Recommend at this time (no ranking required)?


TMDX, PLTR, CECO, ASPN, AVAL, LAZR, BIDU, TSLA, VRT, ELMD, NXT, DRX.

Thank you
D&J

Upvote 11

Read Answer Asked by Jerry on October 07, 2024

• Broadcom Inc. (AVGO)
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• Microsoft Corporation (MSFT)
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• NVIDIA Corporation (NVDA)
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• QUALCOMM Incorporated (QCOM)
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• NextEra Energy Inc. (NEE)
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• Vertiv Holdings LLC Class A (VRT)
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• Palantir Technologies Inc. Class A (PLTR)
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• Snowflake Inc. Class A (SNOW)
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• SoFi Technologies Inc. (SOFI)
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• Constellation Energy Corporation (CEG)
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Q: Hello,

Given the anticipated AI growth could you provide some names of companies with the largest short to long term growth potential in the following categories:

1. Chip Design
2. Data Processing
3. Business Application Design
4. Data Centers
5. Power Supply (for the Data Centers)

Thank you!

Upvote 18

Read Answer Asked by Irek on October 08, 2024

• Broadcom Inc. (AVGO)
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• NVIDIA Corporation (NVDA)
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• Vertiv Holdings LLC Class A (VRT)
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Q: I currently hold full positions in NVDA and VRT. I'm considering adding a half position in AVGO, but wondering if that's too much concentration in closely related sectors. Would you hold all of these stocks or look for greater diversity?

Upvote 5

Read Answer Asked by Maureen on September 30, 2024