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  5. GOOG: I have 8% cash in my portfolio after I sold all my CSU in December. [Alphabet Inc.]

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Q: I have 8% cash in my portfolio after I sold all my CSU in December. I would like some suggestions as to what AI related stocks to purchase.
Asked by stephen on February 05, 2026
5i Research Answer:
We would look to GOOG, MU and CLS at current levels. 

Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in GOOG, MU.

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