Q: I am heavily tech weighted and am considering selling my entire position in NVDA and some CRWD as I have large gains in both. I would use the proceeds to buy positions in FLUT and SYK. I would still have position in AMZN, ASML, CRWD, GOOG, META, MSFT and VRT.

Any other suggestions?

Thank you.

Q: Hi 5i Team, If you could only pick one of the 3 above large Tech companies, which would you choose for a 10 +year hold. Could you please provide your reason for your choice.
Thank you

Q: Thanks for the great service over the years. I would like to know your opinion on these two companies and what each of their possible futures look like as the Ai craze and other chip needs keep them in the headlines. If you had to own 1 for the next 5-10years which would you pick and why? I have in the past owned NVDA bought & sold successfully. I currently hold GOOG and AMD with AMD being a bit of a let down so far. Side note if you are interested in a good read or audio book the coming wave by mustafa suleyman has been very eye opening and is a factor in me relooking at these two companies.