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Broadcom Inc. (AVGO $316.92)
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Alphabet Inc. (GOOG $302.60)
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Microsoft Corporation (MSFT $388.90)
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Micron Technology Inc. (MU $439.19)
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NVIDIA Corporation (NVDA $177.82)
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Teradyne Inc. (TER $297.92)
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Vertiv Holdings LLC Class A (VRT $265.26)
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Nebius Group N.V. (NBIS $118.19)
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.