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Broadcom Inc. (AVGO $375.66)
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KLA Corporation (KLAC $1,745.00)
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NVIDIA Corporation (NVDA $188.21)
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QUALCOMM Incorporated (QCOM $128.82)
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Texas Instruments Incorporated (TXN $214.84)
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Marvell Technology Inc. (MRVL $130.74)
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VanEck Vectors Semiconductor ETF (SMH $439.60)
Q: I would like to add some coverage in semi conductors. What are your thoughts on these stocks? Is investing in the ETF a better bet? Any valuation concerns with SMH? Do you have other suggestions that are not overvalued?