(A Top Pick Jun 01/18, Down 12%) Took profits in Q4. They're the leaders of making avatars of real-time objects and environments, with applications in factories to increase production efficiency.

(A Top Pick Jun 01/18, Down 26%) A German-Dutch semiconductor producer, servicing self-driving cars. The auto sector has slowed down and dragged down IFNNY, but IFFNY is a leader in this space.

(A Top Pick Jun 01/18, Down 18%) It's come back since the December sell-off. The Chinese government lifted a moratorium they started in late-August and ended in early-December; that meant halting the introduction of new video games, because Chinese children were addicted to videogames.

Owns a small position via an ETF, SOXX. It's one of the top three holdings in SOXX. He scaled back by buying SOXX and not QCOM directly, because there are legal issues with Apple. He wants to own it outright, though.

What do you do with a price target? Price target of $130.65. Once he gets within 5% of a target, he looks to sell some (33-50%) shares. and even more if a stock price surpasses that target.

Sold in Q4. The poster child of industrial technology. But they got caught up in the European slowdown. Price target of Euros 150.

A leader in the digital side of chips. Target price of $77, now $34. It's extremely discounted.