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Q: Please rank these stock for risk relative to the US Tariffs from High to Low....thanks....Tom
Q: Hi team,
The rumors about Intel being broken up and sold to Broadcom and TSMC (may be) seems to be on again! Will it stick this time? Internet rumors are flying high! I saw one figure of upto 47$! (Reddit) Though mostly around 30$.
Some say this is not going to fly. No foreign ownership of US chips!! Trump is the President BTW:)
If I were to write covered call, how high would you suggest that I go?
Any thoughts or opinions?
The rumors about Intel being broken up and sold to Broadcom and TSMC (may be) seems to be on again! Will it stick this time? Internet rumors are flying high! I saw one figure of upto 47$! (Reddit) Though mostly around 30$.
Some say this is not going to fly. No foreign ownership of US chips!! Trump is the President BTW:)
If I were to write covered call, how high would you suggest that I go?
Any thoughts or opinions?
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Broadcom Inc. (AVGO)
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QUALCOMM Incorporated (QCOM)
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Marvell Technology Inc. (MRVL)
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Arm Holdings plc (ARM)
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Advanced Micro Devices CDR (CAD Hedged) (AMD)
Q: My research points to many experts believing that the semiconductor chips will be shifting from NVIDIAs current offerings to cheaper custom silicon, setting up many of the names like AVGO, MRVL, QCOM,AMD and ARM well. Out of these names, which ones would you own, based on price and growth potential.
Are any of these resonably priced at this time and can be bought immediately or shoud I wait for a pullback.
Lastly, seems like NVIDIA has sold part of its ARM ownership today. Is ARM still a name you like and at what price level does it become a resonable buy. Thanks!!
Are any of these resonably priced at this time and can be bought immediately or shoud I wait for a pullback.
Lastly, seems like NVIDIA has sold part of its ARM ownership today. Is ARM still a name you like and at what price level does it become a resonable buy. Thanks!!
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