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Micron Technology Inc. (MU $117.21)
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NVIDIA Corporation (NVDA $175.40)
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QUALCOMM Incorporated (QCOM $155.44)
Q: I hope all is well. My portfolio is reasonably well diversified (in my opinion) and I have some extra cash to invest in an unregistered account. Would you have any reservations about investing in theses three stocks equally i.e., NVDA, QCOM, MU (it would be a relatively small position in each). I know you like the first two but I don't understand what the issues would be with MU. Thanks again.