- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Eli Lilly and Company (LLY)
- Motorola Solutions Inc. (MSI)
- The Trade Desk Inc. (TTD)
- Monolithic Power Systems Inc. (MPWR)
- Super Micro Computer Inc. (SMCI)
- Coherent Corp. (COHR)
- Aspen Aerogels Inc. (ASPN)
- Vertiv Holdings LLC Class A (VRT)
- RTX Corporation (RTX)
- Palantir Technologies Inc. Class A (PLTR)
- Cellebrite DI Ltd. (CLBT)
Q: I am overweight both of these names. I am hoping for a recovery pop at which time I will seek to sell down a bit and spread the money out. Can you please give me a few other names that you might suggest for growth at this time? I sold booking holdings at a loss so please exclude that name. I am too afraid to buy back smci due to its wild volatility. I was consider coherent, Motorola, and Monolithic Power but am open to other suggestions. Thank you.
Jason
Jason