- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Advanced Micro Devices Inc. (AMD)
- Super Micro Computer Inc. (SMCI)
- Dell Technologies Inc. Class C (DELL)
- Vertiv Holdings LLC Class A (VRT)
Q: I used to own NVDA at <$100/share and foolishly sold it around $300 USD before it started to climb vertically. I am now too chicken to buy back in. What would be some names to own in the AI and Semi conductor theme that are still reasonably priced? Or would you suggest sitting out of this theme for now?
I already own MSFT and GOOG.
I already own MSFT and GOOG.