-
Micron Technology Inc. (MU $315.42)
-
Baidu Inc. (BIDU $150.30)
-
Ambarella Inc. (AMBA $75.16)
-
GLOBAL X FDS (FINX $29.48)
-
Sonos Inc. (SONO $17.49)
-
VanEck Vectors Video Gaming and eSports ETF (ESPO $105.02)
Q: I am thinking of adding the following positions to my portfolio at about 2.5% each, would like your opinion on prospects for the following companies: bidi (Baidu); SONO; Mu (Micron); AMBA (Ambarella);; espo (VanEck e gaming etf); find (global fintech etf). These are all a play on the 5G rollout/stay at home revolution/play at home, your comments would be most welcome