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5i Recent Questions
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?
- Applied Materials Inc. (AMAT)
- Broadcom Inc. (AVGO)
- Micron Technology Inc. (MU)
- QUALCOMM Incorporated (QCOM)
- Atlassian Corporation (TEAM)
- ON Semiconductor Corporation (ON)
- Arista Networks Inc. (ANET)
- Marvell Technology Inc. (MRVL)
- Super Micro Computer Inc. (SMCI)
- Dell Technologies Inc. Class C (DELL)
- Vertiv Holdings LLC Class A (VRT)
- Infineon Technologies AG ADR (IFNNY)
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
VRT, SMCI, DELL, ANET, MU, MRVL, AMAT, QCOM, AVGO, IFNNY, ON, TEAM
- Meta Platforms Inc. (META)
- Align Technology Inc. (ALGN)
- The Trade Desk Inc. (TTD)
- Arista Networks Inc. (ANET)
- Rocket Companies Inc. Class A (RKT)
- Palantir Technologies Inc. (PLTR)
- UWM Holdings Corporation Class A (UWMC)
- monday.com Ltd. (MNDY)
Q: Good evening,
I am relatively new to options and would like to buy either a straddle or a strangle (using options with around 500 days til expiration). Would it be possible to get a list of maybe 5-10 companies for which the implied volatility is significantly lower than the historic volatility? Also what other factors would you look for in a company that you are doing a straddle/strangle on?
Thank you very much,
Aidan
I am relatively new to options and would like to buy either a straddle or a strangle (using options with around 500 days til expiration). Would it be possible to get a list of maybe 5-10 companies for which the implied volatility is significantly lower than the historic volatility? Also what other factors would you look for in a company that you are doing a straddle/strangle on?
Thank you very much,
Aidan
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