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Analog Devices Inc. (ADI $241.61)
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Broadcom Inc. (AVGO $354.15)
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Micron Technology Inc. (MU $202.53)
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NVIDIA Corporation (NVDA $181.81)
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QUALCOMM Incorporated (QCOM $164.08)
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NXP Semiconductors N.V. (NXPI $217.41)
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STMicroelectronics N.V. (STM $29.34)
Q: Looking to add semi-conductors into my portfolio, as there is a shortage of product and high demand in the Automotive and Electronics industries. Interested in your perspective on Analog Devices, NXP Semi-Conductors, STMicrelectronics and Micron Technologies, as they have all had a great run, but still have high Buy ratings. If you think these have had a great run, and has some risk, what alternatives would you recommend. Thanks