Investment Q&A

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?

Q: Good afternoon,
If you had new money to invest would you put it into ASML or UCTT?

Q: hi can I have your opinion on Intel earnings/guidance. and can I get your top picks for a semiconductor stock please...
thx chris

Q: I own Broadcom and was wondering what tech/semi stocks you would recommend to compliment the name? Thanks!

Q: For growth, would you buy 1, 2 or all 3...and which?

Q: Hi 5i Team - Would you be able to provide a summary of resources/materials needed in the semi-conductor space. Out of these are there any that would stand out as being particularly important. And finally are there any companies, Canadian or American, that have a good track record of providing any of these resources/materials.
Thanks.

Q: I bought these semis over the past few years in different accounts at different times in both non-registered and registered accounts. All of them did very well for me. I added them up yesterday and noticed they are over 5% of all my invested assets. As much as I hate to sell winners I probably would have to trim soon. Do you have any suggestions as to the trimming methodology? Reduce each and every one by half (or third) of its current value. Selectively sell some and not others? Sell the ones in registered accounts as there is no immediate tax consequence. keep the ones in taxable accounts? Sell some and keep the promising ones (can you tell or predict?) ? Any other suggestions? I have a high degree of risk tolerance. Thanks.

Q: Given 92% of the world's leading edge chips are manufactured in Taiwan, and China's accelerating efforts to retake the island, what companies would benefit if the US decides to build capacity in semiconductors?
Any Canadian candidates?

Q: Liking the semi conductor and related space, which of the companies listed would you suggest to hold for greatest growth over the next 3-6 months. Provide other companies names if you feel are better

Q: I read over the internet that this European company has the only technology to produce the future generation of chips for the big manufaturers like intel and nvidia. I hear that they could be in a sort of monopoly situation because of the complexity of the machines that they manufacture. Is apple a customer of ASML with their chips ? Thanks for your opinion about this company.

Q: A fund manager on BNN gave these as top picks. i got the sense he knew what he was talking .please comment on ASML.in some detail
Also Costco briefly

Q: What is your opinion of these four companies? They seem to screen well financially and technically. Would you buy into them now?

Q: Your thoughts on ASML

Q: If i was looking for a company with 'picks and shovels ' exposure to the chip space, would you recommend PHO or ASML?
Thanks.