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Micron Technology Inc. (MU $109.83)
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Baidu Inc. (BIDU $93.08)
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Ambarella Inc. (AMBA $67.97)
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GLOBAL X FDS (FINX $35.26)
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Sonos Inc. (SONO $11.18)
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VanEck Vectors Video Gaming and eSports ETF (ESPO $108.93)
Q: I am thinking of adding the following positions to my portfolio at about 2.5% each, would like your opinion on prospects for the following companies: bidi (Baidu); SONO; Mu (Micron); AMBA (Ambarella);; espo (VanEck e gaming etf); find (global fintech etf). These are all a play on the 5G rollout/stay at home revolution/play at home, your comments would be most welcome