With the worldwide shortage, likes that there's a big impetus to own semiconductor stocks. QCOM is not his top choice. He'd rather look at TSM or NVDA, with higher growth profiles.

With the worldwide shortage, likes that there's a big impetus to own semiconductor stocks. QCOM is not his top choice. He'd rather look at TSM or NVDA, with higher growth profiles.

Likes it. Doing very well in gaming, camera technology. Competitive industry. Stock is showing good technical indicators. Keep holding. 14x earnings for an 11% growth rate. Pretty good valuation.

Long-term yields have stopped moving higher, so growth stocks are not in so much danger. If it breaks down below the 200-day MA of about $527-530, that could be a negative technical indicator. 13x price to sales, whereas the S&P trades at 3x. Strong product, great company. Competition is a concern. You could hold a bit, depending on your risk and horizon.

Really likes it. 22x earnings for a 13-15% growth rate, not bad at all. Equipment maker to make semiconductor chips. In the right place. Be careful if it's swept up again in a tech selloff if yields start moving up again. The most cyclical area in tech is the semi area.

A concentrated portfolio of 25 names. Only 35 basis points. The demand/supply imbalance will last for some time. Semiconductors will be an important part of our lives, and demand will continue. Instead, he owns NVDA, a high growth name.

Second largest global payments system after Visa. Taps into a more normal economic backdrop and especially lucrative travel transactions. Long growth runway of moving from cash to digital. Annualized revenue growth should grow to 17%. Yield is 0.47%. (Analysts’ price target is $392.65)