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Modern-day measurement company. He trimmed after last quarter's difficult earnings, but is still engaged with them. His 12-month price target is $187.70.

Excelled. Still some runway, his 12-month price target is $605. Latest results beat on top and bottom. Came out with Firefly package for AI. Things are humming perfectly. Buy in thirds here around $530, 500, and 475.

Still some runway, with 12-month price target of $242.75. Margins around 40%, revenue's up YOY by 10-12%. Einstein AI has been released. Continues to do collaborations. Loves it. 

Still runway, 12-month price target of $126. Lots of collaborations. Coming out with AI capabilities. September reporting beat on top and bottom. Any disappointment on earnings is because newly acquired Cerner was not yet brought in. Tremendous buy here.

He has a 12-month price target of $182, so still decent runway. Consolidates data to drive meaningful business insights. Recent August earnings blew out of water on top and bottom. Likes them, but with a smaller position. Buy in thirds at $159.50, 151.50, and 143.

IPO in the last week. Popped on first day and has come back, which is typical of these IPOs. Let the dust settle. Check when the lock-up period expires. An interesting play. He's watching. Wait for a couple of earnings seasons.

Good runway to 12-month price target of $996.75. Essentially, a system on a chip. 75% of revenue from semiconductors, 25% from infrastructure software. Owns in separately managed accounts. Not as expensive as some of the other semis.

12-month price target of $503. He's found that it's tradeable. Keep a core, but you can trim around the edges. You could also sell short-dated puts, as the volatility gives you pretty decent premiums. Will have lots of competition in 2024 from AMD, Intel, and minor players. 

Buy both AMD and INTC along with your NVDA shares. NVDA's pretty well sold out into Q3 of 2024, so there's lots of demand. NVDA's going to have competition from these two. Impressed by INTC's CEO and promises on the foundry side, which should translate into accelerator chips and advanced packaging. 

Buy both AMD and INTC along with your NVDA shares. NVDA's pretty well sold out into Q3 of 2024, so there's lots of demand. NVDA's going to have competition from these two. Impressed by INTC's CEO and promises on the foundry side, which should translate into accelerator chips and advanced packaging. 

Very decent runway to price target of $107.40. Between 50-55% market share. Tradeable. Pick it up with a $70-something handle, sell when it gets above $110. But keep a core position, as it's going to be around for a long time.

5-10 years ago, it was the king of the hill, but then it just wasn't delivering. Now the CEO is executing and delivering. Lots of good things happening. Both design and manufacture, which is unusual. New chip will be very competitive with that of NVDA. Tremendous buy around $34-36. 12-month price target of $49.50. Yield is 1.41%.

A good recession-proof choice, when you're not sure if we're going into a slowdown or recession. 12-month price target of $281.50. July results beat on top and bottom. Payments growth is 10%. International transactions up 15% just in the last quarter. Collaborations are increasing and enhancing its reach. Yield is 0.74%.

12-month price target of $156.60. International. Most recent earnings beat on top and bottom. Launching multi-billion dollar R&D platform, which is driving semiconductor innovation side. Yield is 0.93%.

We are still positive on the company. GSY has adapted well to new regulations, and as one of the largest in the sector its smaller competitors are having a harder adjustment to interest rate caps. Growth may slow in a higher interest rate, recessionary environment, but we think the very low valuation already reflects a lot of this risk. We think it will be higher in a couple of years, perhaps significantly if rates fall and/or there is no recession.
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