-
Intuitive Surgical Inc. (ISRG $471.57)
-
NVIDIA Corporation (NVDA $180.63)
-
Eli Lilly and Company (LLY $991.37)
-
Motorola Solutions Inc. (MSI $475.00)
-
The Trade Desk Inc. (TTD $26.84)
-
Monolithic Power Systems Inc. (MPWR $1,044.80)
-
Super Micro Computer Inc. (SMCI $30.44)
-
Coherent Corp. (COHR $244.20)
-
Aspen Aerogels Inc. (ASPN $3.63)
-
Vertiv Holdings LLC Class A (VRT $261.18)
-
RTX Corporation (RTX $205.66)
-
Palantir Technologies Inc. (PLTR $150.80)
-
Cellebrite DI Ltd. (CLBT $14.38)
Q: I am overweight both of these names. I am hoping for a recovery pop at which time I will seek to sell down a bit and spread the money out. Can you please give me a few other names that you might suggest for growth at this time? I sold booking holdings at a loss so please exclude that name. I am too afraid to buy back smci due to its wild volatility. I was consider coherent, Motorola, and Monolithic Power but am open to other suggestions. Thank you.
Jason
Jason