Q: MRVL is down well over 50% from its highs before and after year end. Can you explain why it's being hit so hard and comment on its recovery prospects?
Thanks, Hugh

Q: What is your current opinion on TXN? Seems to be struggling.

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!!