Q: could you pls rank and comment on the above stocks in terms of greatest likelihood of appreciation within 12 months

Q: Morning you fabulous people,

My TFSA is heavily tilted toward tech and growth.

I'm gearing up for 2025. I see Orcl has had a healthy small consolidation.

I already own the big players. Is Oracle a buy in its current range?

Outside of the mag7, PANW, ANET, AVGO.

Do you have a compelling buy to add at a reasonable valuation in the broad tech sector.

Please deduct accordingly.

Thank you so much.

Q: Good Day,

I redid my portfolio early this year based on much of your feedback. And of those picks, Every single one of them was up, most significantly so, at least once, since that time. Some have returned/fell below those buy levels.

1. DRX, HPS, LMN and VRT, seem to have consolidated up a healthy amount, do these appear to be new support levels from which they'll continue to grow? Still Aces in your books?

2. SMCI is furthest from this years high, what are the main barriers it would have to reaching that high again in the coming year? In your opinion is it likely to get there within 12-18months?

3. NXT, CELH, CDNS, DCBO, and ATS all went significantly up, and almost as precipitously down. They seem to languish. I doubled down (half to full) on CELH on the first big drop in April, which seemed worth it in May, but less so now. Do you have faith in these names still? Is their prospect for growth still the same as it was in February? Are there new names in this Growth profile (or what is was in February) that you are more confident in? With your suggestions here, please rank them with these names from highest to lowest prospects/confidence.

4. AMD. Is it worth holding the 2nd fiddle? Would it be better used in something in 1st in a different space? like AVGO or QCOM?

5. DIS. Been very up and down on this half position. Worth going to a full at this point, or would you want to see the ship righted a bit more before increasing? Would you sell a Disney holding?

AMZN, GOOG, NVDA, TVK, DRX, POWL, TCS and CROX all doing their thing for me :), suggestions other than these please.

Thanks for all you do! Please take however many credits you need.