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Broadcom Inc. (AVGO $338.79)
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KLA Corporation (KLAC $1,071.25)
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NVIDIA Corporation (NVDA $183.61)
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QUALCOMM Incorporated (QCOM $169.72)
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Texas Instruments Incorporated (TXN $179.62)
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Marvell Technology Inc. (MRVL $75.53)
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VanEck Vectors Semiconductor ETF (SMH $322.17)
Q: I would like to add some coverage in semi conductors. What are your thoughts on these stocks? Is investing in the ETF a better bet? Any valuation concerns with SMH? Do you have other suggestions that are not overvalued?