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.

Q: Would you consider KLA and/or ASML as "core" IT/AI holdings for 3-5 years, apart from current M 7 holdings. Among IT/AI opportunities available, how would you rank one or both, given current valuations, and taking into account vulnerabilities [China]. Or, would you suggest 3 others instead.
Thanks

Q: The 6 stocks are down from their peak
Which of these would you buy at today's price and in what order? Can you order them in terms of growth potential for a 5 year hold and also for risk. Thanks