- Broadcom Inc. (AVGO)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Advanced Micro Devices Inc. (AMD)
- Vertiv Holdings LLC Class A (VRT)
Q: I already own MSFT, AMZN, VRT, and NVDA. I'm considering either adding to these positions OR buying AVGO or AMD? What do you suggest?