Q: I have partial positions in both and ask whether you would consolidate - which one would you prefer - and just as importantly, would you prefer another to these [sell both for a better opportunity at today's prices] for 2+ year hold.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Arista Networks Inc. (ANET)
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Super Micro Computer Inc. (SMCI)
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Coherent Corp. (COHR)
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Fabrinet (FN)
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Credo Technology Group Holding Ltd (CRDO)
Q: Looking for "early winners" in "picks and shovels" for AI. Please rank among listed [FN COHR CRDO ANET SMCI] or others at current prices with what you like most about potential
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Alphabet Inc. (GOOGL)
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Microsoft Corporation (MSFT)
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Arista Networks Inc. (ANET)
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Coherent Corp. (COHR)
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Fabrinet (FN)
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Credo Technology Group Holding Ltd (CRDO)
Q: Would you consider these as early winners as AI "picks and shovels", quite apart from SMCI which has had a huge run-up?
What are your views on other hardware for cloud benefitting from AI - such as, IBM DELL HPE NET and CSCO. Bottom line - which are buyable today or could you suggest buy prices?
What are your views on other hardware for cloud benefitting from AI - such as, IBM DELL HPE NET and CSCO. Bottom line - which are buyable today or could you suggest buy prices?
Q: Hi Peter and the 5i team,
Do you have an insight and opinion on Credo Technologies CRDO?
Regards
Rajiv
Do you have an insight and opinion on Credo Technologies CRDO?
Regards
Rajiv