Q: I have partial positions in both and ask whether you would consolidate - which one would you prefer - and just as importantly, would you prefer another to these [sell both for a better opportunity at today's prices] for 2+ year hold.
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Arista Networks Inc. (ANET)
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Super Micro Computer Inc. (SMCI)
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Coherent Corp. (COHR)
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Fabrinet (FN)
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Credo Technology Group Holding Ltd (CRDO)
Q: Looking for "early winners" in "picks and shovels" for AI. Please rank among listed [FN COHR CRDO ANET SMCI] or others at current prices with what you like most about potential
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Alphabet Inc. (GOOGL)
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Microsoft Corporation (MSFT)
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Arista Networks Inc. (ANET)
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Coherent Corp. (COHR)
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Fabrinet (FN)
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Credo Technology Group Holding Ltd (CRDO)
Q: Would you consider these as early winners as AI "picks and shovels", quite apart from SMCI which has had a huge run-up?
What are your views on other hardware for cloud benefitting from AI - such as, IBM DELL HPE NET and CSCO. Bottom line - which are buyable today or could you suggest buy prices?
What are your views on other hardware for cloud benefitting from AI - such as, IBM DELL HPE NET and CSCO. Bottom line - which are buyable today or could you suggest buy prices?