- Micron Technology Inc. (MU)
- Baidu Inc. (BIDU)
- Ambarella Inc. (AMBA)
- GLOBAL X FDS (FINX)
- Sonos Inc. (SONO)
- VanEck Vectors Video Gaming and eSports ETF (ESPO)
Q: I am thinking of adding the following positions to my portfolio at about 2.5% each, would like your opinion on prospects for the following companies: bidi (Baidu); SONO; Mu (Micron); AMBA (Ambarella);; espo (VanEck e gaming etf); find (global fintech etf). These are all a play on the 5G rollout/stay at home revolution/play at home, your comments would be most welcome