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Illumina Inc. (ILMN)
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The Walt Disney Company (DIS)
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Tucows Inc. (TC)
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Fortinet Inc. (FTNT)
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Wolfspeed Inc. (WOLF)
Q: These stocks are all down substantially
Would u see any of them as a buy for 2 year hold
If so pls rank in order with a possible entry price
Can u comment on possible downside from here?
At present I don’t own any so this would be new positions
Thank you
Would u see any of them as a buy for 2 year hold
If so pls rank in order with a possible entry price
Can u comment on possible downside from here?
At present I don’t own any so this would be new positions
Thank you
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Texas Instruments Incorporated (TXN)
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Universal Display Corporation (OLED)
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Tower Semiconductor Ltd. (TSEM)
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Rambus Inc. (RMBS)
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Wolfspeed Inc. (WOLF)
Q: Could you please give me a brief list of your top chip manufacturers with production outside of China/Taiwan, and your preference(s).