-
Broadcom Inc. (AVGO $316.88)
-
Alphabet Inc. (GOOG $302.40)
-
Microsoft Corporation (MSFT $389.13)
-
Micron Technology Inc. (MU $439.06)
-
NVIDIA Corporation (NVDA $177.89)
-
Teradyne Inc. (TER $297.66)
-
Vertiv Holdings LLC Class A (VRT $263.62)
-
Nebius Group N.V. (NBIS $116.94)
Q: I very much enjoyed reading your AI Stack report and have adjusted some of my holdings accordingly. I hold: NBIS, NVDA, AVGO, MU, TER, VRT, GOOG and MSFT. All between 2-3% weighting. Do I need to hold both NVDA and AVGO? If not, I would sell AVGO. Assuming AVGO is sold, which would you be inclined to top up: NVDA, NBIS, MU, TER, VRT or GOOG? Thank you.