Q: Good evening,

I am wondering if you have any possible suggestions regarding companies that focus predominately in the application layer or operate full-stack models of AI.

The reason why I am asking this is because of an article entitled: "AI's revolution is just beginning" in Sunday's Globe and Mail. Sadly, there are a few parts that I don't fully comprehend which unfortunately prevents me from investigating more fully. A starting point would be great!

Take a peek to the article as it draws parallels to the dot com/internet crash of the 2000s.

Any ideas would be greatly appreciated so I may begin to investigate.

Conversely, state any points you think should be taken with a grain of salt!

Thanks!
Arturo

Q: Hi team,
The rumors about Intel being broken up and sold to Broadcom and TSMC (may be) seems to be on again! Will it stick this time? Internet rumors are flying high! I saw one figure of upto 47$! (Reddit) Though mostly around 30$.
Some say this is not going to fly. No foreign ownership of US chips!! Trump is the President BTW:)

If I were to write covered call, how high would you suggest that I go?

Any thoughts or opinions?

Q: Good morning 5i,

I'm expecting some turbulence coming for sure. I doubt all is priced in with the tariff battle. Of course nobody knows. But opportunity may be knocking.

I refreshed myself on Peter's cover call write up from years past. I'd love a new take on selling covered calls to enhance your income and some strategies relating to it. ie, OTM, time frame etc.

And some top stocks in your view for writing on. Excluding NVDA, already sell OTC cc on my position.

Thank you very much.