Q: I'm not sure what the differences between these companies are? In this theme of electrification, what areas and which specific US and CDN companies would you suggest for a long term hold?

Q: Have you seen any news from MPWR regarding the Edgewater Research report suggesting the company could lose
part of its business with chip maker Nvidia?

Thank you.

Q: I am overweight both of these names. I am hoping for a recovery pop at which time I will seek to sell down a bit and spread the money out. Can you please give me a few other names that you might suggest for growth at this time? I sold booking holdings at a loss so please exclude that name. I am too afraid to buy back smci due to its wild volatility. I was consider coherent, Motorola, and Monolithic Power but am open to other suggestions. Thank you.

Jason