• Intuitive Surgical Inc. (ISRG)
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• Quanta Services Inc. (PWR)
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
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• Celestica Inc. (CLS)
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• Arista Networks Inc. (ANET)
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• SPDR Homebuilders ETF (XHB)
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• Uber Technologies Inc. (UBER)
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• CrowdStrike Holdings Inc. (CRWD)
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Q: Can you rank the following stocks best to worst please? Thanks

Upvote 10

Read Answer Asked by Martin on January 17, 2025

• Arista Networks Inc. (ANET)
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• Super Micro Computer Inc. (SMCI)
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• Vertiv Holdings LLC Class A (VRT)
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Q: Can you do a head to head comparison between VRT and ANET as for as which one you would prefer going forward and why? Does one have a bigger risk of something going wrong (Yup I'm talking about you SMCI) than the other?

Upvote 7

Read Answer Asked by Martin on November 04, 2024

• Applied Materials Inc. (AMAT)
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• Broadcom Inc. (AVGO)
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• Micron Technology Inc. (MU)
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• QUALCOMM Incorporated (QCOM)
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• Atlassian Corporation (TEAM)
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• ON Semiconductor Corporation (ON)
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• Arista Networks Inc. (ANET)
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• Marvell Technology Inc. (MRVL)
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• Super Micro Computer Inc. (SMCI)
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• Dell Technologies Inc. Class C (DELL)
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• Vertiv Holdings LLC Class A (VRT)
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• Infineon Technologies AG ADR (IFNNY)
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Q: How would you rank the following Ai-related companies (best first) with an outlook of at least a year or two?

VRT, SMCI, DELL, ANET, MU, MRVL, AMAT, QCOM, AVGO, IFNNY, ON, TEAM

Upvote 5

Read Answer Asked by Brian on July 23, 2024