-
Broadcom Inc. (AVGO $323.22)
-
Alphabet Inc. (GOOG $302.50)
-
Microsoft Corporation (MSFT $395.51)
-
Micron Technology Inc. (MU $420.19)
-
NVIDIA Corporation (NVDA $181.14)
-
Teradyne Inc. (TER $286.46)
-
Vertiv Holdings LLC Class A (VRT $259.41)
-
Nebius Group N.V. (NBIS $114.92)
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.