- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- QUALCOMM Incorporated (QCOM)
- Atlassian Corporation (TEAM)
- Twilio Inc. Class A (TWLO)
- Veeva Systems Inc. Class A (VEEV)
- Roku Inc. (ROKU)
- Teladoc Health Inc. (TDOC)
- Okta Inc. (OKTA)
- Zscaler Inc. (ZS)
- iShares PHLX SOX Semiconductor Sector Index Fund (SOXX)
- Pinterest Inc. Class A (PINS)
- CrowdStrike Holdings Inc. (CRWD)
- Unity Software Inc. (U)
- First Trust Cloud Computing ETF (SKYY)
Q: Hello 5i!
At this point in the cycle can you please rate the following as buy, sell or hold. I know you sometimes say in a different kind of market high growth can do well. Can you please comment on whether one should decrease technology holdings in general or just wait for tech to shine again one day. Thank you!
At this point in the cycle can you please rate the following as buy, sell or hold. I know you sometimes say in a different kind of market high growth can do well. Can you please comment on whether one should decrease technology holdings in general or just wait for tech to shine again one day. Thank you!