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Applied Materials Inc. (AMAT)
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Broadcom Inc. (AVGO)
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NVIDIA Corporation (NVDA)
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Marvell Technology Inc. (MRVL)
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Vertiv Holdings LLC Class A (VRT)
Q: Can you provide your latest thoughts on MRVL. It seems to be gathering speed. What say you?
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Applied Materials Inc. (AMAT)
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Broadcom Inc. (AVGO)
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Meta Platforms Inc. (META)
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Microsoft Corporation (MSFT)
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Micron Technology Inc. (MU)
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QUALCOMM Incorporated (QCOM)
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Marvell Technology Inc. (MRVL)
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Vertiv Holdings LLC Class A (VRT)
Q: As far as Ai is concerned, to what extent will the performance of the following stocks be dependent on the fortunes of NVDA? Please rate each of them with a number from 1-10, with 10 representing the highest correlation to NVDA.
VRT, MU, MSFT, META, MRVL, AVGO, QCOM, AMAT
VRT, MU, MSFT, META, MRVL, AVGO, QCOM, AMAT
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Applied Materials Inc. (AMAT)
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Micron Technology Inc. (MU)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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ON Semiconductor Corporation (ON)
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Marvell Technology Inc. (MRVL)
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Dell Technologies Inc. Class C (DELL)
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Vertiv Holdings LLC Class A (VRT)
Q: On a scale from 1 to 10, what number would you assign the following eight stocks where 10 represents the most upside and 1 the least, and what letter grade would you give them where an A represents the least risk and an F the most?
NVDA, VRT, MU, DELL, QCOM, MRVL, ON, AMAT
NVDA, VRT, MU, DELL, QCOM, MRVL, ON, AMAT