• Micron Technology Inc. (MU)
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• NVIDIA Corporation (NVDA)
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• Monolithic Power Systems Inc. (MPWR)
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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.

Upvote 3

Read Answer Asked by glen on November 14, 2024

• Micron Technology Inc. (MU)
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Q: Is this a good entry point for this stock?

Upvote 5

Read Answer Asked by Gary on November 13, 2024

• Micron Technology Inc. (MU)
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• Vertiv Holdings LLC Class A (VRT)
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Q: I'm considering a new position in MU and/or VRT. The latter has run up, the former hasn't recovered from the tech reversal. Would you favour either one for a new position, or if there is enough funds, would you try to own both? Thanks.

Upvote 4

Read Answer Asked by Martin on November 12, 2024