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Cadence Design Systems Inc. (CDNS)
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Marvell Technology Inc. (MRVL)
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Axcelis Technologies Inc. (ACLS)
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Super Micro Computer Inc. (SMCI)
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ASML Holding N.V. (ASML)
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InMode Ltd. (INMD)
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Palantir Technologies Inc. Class A (PLTR)
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Snowflake Inc. Class A (SNOW)
Q: I am considering the above companies. Are there any that you would not purchase at this time. Would you kindly order them in terms of quality and potential growth.
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