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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Which Semi's (if any) have all manufacturing independant of China and Taiwan ? Thanks.
Read Answer Asked by Paul on July 07, 2021
Q: Hi Peter, what are the expectations for QRVO & ON next week ? One would think that with the chip shortage results for all these companies would be good and reflect max output. Is that the case or are supplies muffled by the most restricted component of a particular end users product ? Thank you.
Read Answer Asked by Paul on May 03, 2021
Q: Hi Peter, in the semi space we have AMD, NVDA, QRVO, ON, and MKSI. Knowing that NVDA is your favorite would you exit or trim any of these ? In Tech what do you think happens if/when the big guys AAPL, GOOGL etc and then the smaller guys report more good earnings numbers ? Will this boost them or are we past that for now ? Thanks for all you do !
Read Answer Asked by Paul on March 25, 2021
Q: Pls comment on the earnings of each and if you would buy more, hold or move on. Thank you.
Read Answer Asked by Paul on February 09, 2021
Q: Although recognizing the potential of Envidia I have chosen to take profits and move on. I don't wish to Abandon the semiconductor space and as a result am looking at ON. Recognizing this is a US company I would appreciate your thoughts.
Thanks
Read Answer Asked by DAVID on August 21, 2017
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