Microchip Technology (MCHP)

She owns the preferreds. Their industrials business was +24%, data centre +97%, aerospace/defence +45%. It trades at 20x PE and pays a 5.3% dividend. There's growth ahead. You don't have to own the big tech stocks.

They make analog and interface products, not sexy to the market, selling to cars and industrials. They bought a company to have a presence in AI. He sold this last fall.

Around since 1989. Smart, connected control systems around the world. Particularly in micro-controllers and micro-processors. Involved in 4 areas: auto, industrial, edge AI, and definitely AI infrastructure. 

Decent if you're looking at 3-7 years. It makes semi-conductors. Trades at a reasonable valuation. You're buying the secular theme here, a secular bull market. Their chart is okay. Careful because of volatility--it will take it in the teeth during a pullback.

The 1 and 5 year charts show it making new highs and it looks good. It was trading in a range from 2014 to 2016 with a support level at around $38. It broke out of the range this year which is always a bullish sign, so it has some ways to go. If you own, he would add to it.