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Broadcom Inc. (AVGO $398.39)
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Lam Research Corporation (LRCX $156.28)
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Quanta Services Inc. (PWR $461.10)
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Celestica Inc. (CLS $470.66)
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Advanced Micro Devices Inc. (AMD $214.17)
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Lumentum Holdings Inc. (LITE $311.85)
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Jabil Inc. (JBL $208.65)
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Arista Networks Inc. (ANET $128.05)
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ASML Holding N.V. (ASML $1,048.29)
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Sanmina Corporation (SANM $158.28)
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Armada Mercantile Ltd (ARM $0.30)
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Vertiv Holdings LLC Class A (VRT $173.78)
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Palantir Technologies Inc. (PLTR $166.12)
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SiTime Corporation (SITM $294.60)
Q: Hello team,
Based on a bit of research I have done, I would like to buy these companies in the following order: ASML, SMCI, ANET, AMD, AVGO, SITM, ARM, PWR, PLTR
I am buying them to further focus my portfolio on AI for the next 5-10 years. I already have the hyeprscalers and the usual AI suspects but, somehow, I missed on the companies listed above.
Please deduct as many credits as needed for the following questions:
What do you think of this list?
Would change the order based on their resent declines/Valuation?
Would you drop any of the above based on their excessive valuation which may not meet the expected growth in next 5-10 years?
Would you wait a bit more before you buy or just proceed today?
Is there a better company that can substitute any of the above based on moat in AI? Any other company that you think I should also consider?
Thank you as always for your invaluable help and insight. (Without you I would have quit investing a long time ago!)
Based on a bit of research I have done, I would like to buy these companies in the following order: ASML, SMCI, ANET, AMD, AVGO, SITM, ARM, PWR, PLTR
I am buying them to further focus my portfolio on AI for the next 5-10 years. I already have the hyeprscalers and the usual AI suspects but, somehow, I missed on the companies listed above.
Please deduct as many credits as needed for the following questions:
What do you think of this list?
Would change the order based on their resent declines/Valuation?
Would you drop any of the above based on their excessive valuation which may not meet the expected growth in next 5-10 years?
Would you wait a bit more before you buy or just proceed today?
Is there a better company that can substitute any of the above based on moat in AI? Any other company that you think I should also consider?
Thank you as always for your invaluable help and insight. (Without you I would have quit investing a long time ago!)
