-
NVIDIA Corporation (NVDA)
-
The Trade Desk Inc. (TTD)
-
Roku Inc. (ROKU)
-
Ultra Clean Holdings Inc. (UCTT)
-
CrowdStrike Holdings Inc. (CRWD)
-
Digital Turbine Inc. (APPS)
Q: I own all of the above US Tech, except ROKU. I was interested in your answer yesterday regarding potential growth for ROKU, all things going well. Amoung these companies, is there anything you would sell to move into ROKU? I don't really want to put new money into more US Tech, but would rather find the right balance in the funds I already have there. Thanks!
Read Answer