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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Eli Lilly and Company (LLY)
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Motorola Solutions Inc. (MSI)
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The Trade Desk Inc. (TTD)
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Monolithic Power Systems Inc. (MPWR)
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Super Micro Computer Inc. (SMCI)
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Coherent Corp. (COHR)
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Aspen Aerogels Inc. (ASPN)
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Vertiv Holdings LLC Class A (VRT)
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RTX Corporation (RTX)
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Palantir Technologies Inc. (PLTR)
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Cellebrite DI Ltd. (CLBT)
Q: I am overweight both of these names. I am hoping for a recovery pop at which time I will seek to sell down a bit and spread the money out. Can you please give me a few other names that you might suggest for growth at this time? I sold booking holdings at a loss so please exclude that name. I am too afraid to buy back smci due to its wild volatility. I was consider coherent, Motorola, and Monolithic Power but am open to other suggestions. Thank you.
Jason
Jason