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Applied Materials Inc. (AMAT $197.93)
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KLA Corporation (KLAC $924.58)
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Lam Research Corporation (LRCX $101.73)
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NVIDIA Corporation (NVDA $164.92)
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ASML Holding N.V. (ASML $801.93)
Q: I've been lucky enough to own NVDA in the last year. Its now 4% of my portfolio. I'm considering buying a semi supplier like AMAT, LRCX,ASML, etc. What do you think? is it too much to own NVDA and a supplier? if so, which would you suggest?