• Applied Materials Inc. (AMAT)
  • View AMAT Profile
  • View Questions on AMAT
• Lam Research Corporation (LRCX)
  • View LRCX Profile
  • View Questions on LRCX
• NVIDIA Corporation (NVDA)
  • View NVDA Profile
  • View Questions on NVDA
• Finning International Inc. (FTT)
  • View FTT Profile
  • View Questions on FTT
• TFI International Inc. (TFII)
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Kinaxis Inc. (KXS)
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Trisura Group Ltd. (TSU)
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU
• Monolithic Power Systems Inc. (MPWR)
  • View MPWR Profile
  • View Questions on MPWR
• Cadence Design Systems Inc. (CDNS)
  • View CDNS Profile
  • View Questions on CDNS
• Century Communities Inc. (CCS)
  • View CCS Profile
  • View Questions on CCS
• M/I Homes Inc. (MHO)
  • View MHO Profile
  • View Questions on MHO
• Boyd Group Services Inc. (BYD)
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

Q: Are there any stocks out there today that you feel are stupidly mispriced and could get a nice bounce/run this year?
Thank you

Upvote 33

Read Answer Asked by Christine on January 17, 2025

• Applied Materials Inc. (AMAT)
  • View AMAT Profile
  • View Questions on AMAT
• KLA Corporation (KLAC)
  • View KLAC Profile
  • View Questions on KLAC
• Lam Research Corporation (LRCX)
  • View LRCX Profile
  • View Questions on LRCX
• ASML Holding N.V. (ASML)
  • View ASML Profile
  • View Questions on ASML

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

Upvote 4

Read Answer Asked by sam on January 14, 2025

• Lam Research Corporation (LRCX)
  • View LRCX Profile
  • View Questions on LRCX
• ASML Holding N.V. (ASML)
  • View ASML Profile
  • View Questions on ASML

Q: Any idea as to why 15%, [ $11.15 ] sell off in the last 5 trading sessions? Down 10%

Any Co news? Concerns?

Upvote 3

Read Answer Asked by Henry on October 17, 2024