• Applied Materials Inc. (AMAT)
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• Lam Research Corporation (LRCX)
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Q: LRCX and AMAT both fell hard after ASML reported. Is the drop overdone? Are LRCX or AMAT buyable? If yes, at or below what price on each? And between the LRCX and AMAT, do you have a preference?

Upvote 1

Read Answer Asked by Adam on October 18, 2024

• Applied Materials Inc. (AMAT)
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• Broadcom Inc. (AVGO)
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• NVIDIA Corporation (NVDA)
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• Marvell Technology Inc. (MRVL)
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• Vertiv Holdings LLC Class A (VRT)
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Q: Can you provide your latest thoughts on MRVL. It seems to be gathering speed. What say you?

Upvote 4

Read Answer Asked by Murray on September 27, 2024

• Applied Materials Inc. (AMAT)
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• Broadcom Inc. (AVGO)
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• Meta Platforms Inc. (META)
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• Microsoft Corporation (MSFT)
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• Micron Technology Inc. (MU)
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• QUALCOMM Incorporated (QCOM)
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• Marvell Technology Inc. (MRVL)
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• Vertiv Holdings LLC Class A (VRT)
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Q: As far as Ai is concerned, to what extent will the performance of the following stocks be dependent on the fortunes of NVDA? Please rate each of them with a number from 1-10, with 10 representing the highest correlation to NVDA.

VRT, MU, MSFT, META, MRVL, AVGO, QCOM, AMAT

Upvote 6

Read Answer Asked by Brian on August 01, 2024