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NVIDIA Corporation (NVDA $158.24)
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Qorvo Inc. (QRVO $87.04)
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Advanced Micro Devices Inc. (AMD $134.80)
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MKS Inc. (MKSI $102.18)
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ON Semiconductor Corporation (ON $54.61)
Q: Hi Peter, in the semi space we have AMD, NVDA, QRVO, ON, and MKSI. Knowing that NVDA is your favorite would you exit or trim any of these ? In Tech what do you think happens if/when the big guys AAPL, GOOGL etc and then the smaller guys report more good earnings numbers ? Will this boost them or are we past that for now ? Thanks for all you do !