-
Intuitive Surgical Inc. (ISRG $577.34)
-
NVIDIA Corporation (NVDA $189.21)
-
Eli Lilly and Company (LLY $1,071.64)
-
Motorola Solutions Inc. (MSI $378.38)
-
The Trade Desk Inc. (TTD $37.44)
-
Monolithic Power Systems Inc. (MPWR $943.55)
-
Super Micro Computer Inc. (SMCI $30.76)
-
Coherent Corp. (COHR $191.87)
-
Aspen Aerogels Inc. (ASPN $2.95)
-
Vertiv Holdings LLC Class A (VRT $166.26)
-
RTX Corporation (RTX $185.76)
-
Palantir Technologies Inc. (PLTR $194.13)
-
Cellebrite DI Ltd. (CLBT $18.88)
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