• Broadcom Inc. (AVGO)
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• Micron Technology Inc. (MU)
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• NVIDIA Corporation (NVDA)
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Q: Can you comment on MU earnings? Does the outlook change your views going forward? Anything better to switch into? Thanks.

Upvote 2

Read Answer Asked by Alex on December 19, 2024

• Micron Technology Inc. (MU)
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• Uber Technologies Inc. (UBER)
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Q: Do you see value here for Uber and Mu? Both look weak but wondering about lower value opportunities for growth.

Upvote 6

Read Answer Asked by Kel on December 12, 2024

• Micron Technology Inc. (MU)
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• Aspen Aerogels Inc. (ASPN)
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• Cellebrite DI Ltd. (CLBT)
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Q: Would you add to all of these stocks at these levels?

Upvote 3

Read Answer Asked by Gary on November 30, 2024