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Loves this one. 12-month price of $266, good long runway.

He prefers LRCX and ASML. He'd take profit on half and use proceeds to buy into ASML, as it's really rolled over because of weaker guidance.

12-month price target of $82. 60% off its highs. Must actively manage by trimming and adding, which adds alpha to your portfolio. 

Should be thankful it went down 15%. Poster child for AI revolution, and will remain so for at least the next 12-18 months. Such a franchise, leadership ahead of the competition in accelerator chips and packaging. 12-month price target of $975. One of the greatest secular stories in the whole semi business. Loves it.

Cybersecurity, connects the right user to the right app on any network. Part of the AI revolution. 12-month price target of $245, great runway in front.

3D holograms. A year ago, it was 12-14 cents. Fallen off the radar, such a shame. Cutting edge. Product is pricey. Lots of pharma companies use it.

IPO at beginning of March. Priced at $32, opened at $58, shot up into the $80s, dropped into $60s with the general pullback. Still a bargain. Data-centric. Lets software companies connect quickly with the cloud, other software, and other networks. 12-month price target of $86, but can be sure that will be raised as it approaches. No dividend.

Put 3-5% of your portfolio in this, be well rewarded.

The first to gear semiconductor solutions toward optical cables. Known for system-on-a-chip architecture. Processing power right on the edge in a device. 12-month price target of $75. Yield is 0.36%.

Massive company. 12-month price target of $1573. 3/4 revenue from semiconductors, 1/4 from infrastructure software. So very diversified. Yield is 1.7%.

Short-term moves are quite hard to predict, but on the monthly, momentum is currently negative. This means over the next month or more we might expect the probabilities of lower prices to be a bit higher than higher prices. On a weekly basis, momentum is bouncing back, and we might see a slight bounce over the next week or two, but there is resistance at $13. We expect there to be fairly strong support at $12.3, and if that is broken, then $11.5 may be up next. If it can break $13, then $14 is the next area of resistance. Overall, it's been in a downtrend for over a year, but we continue to like its fundamentals, and it pays a strong distribution yield.
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We think BDT is very interesting at current levels. The focus on electrification projects and recent acquisition of NorCan plays very well into current green trends and BDT wants to become the partner of choice in this space.  BDT does not primarily benefit from the residential housing shortage because its focus is more on the infrastructure and institutional side of things. It has some exposure in multifamily residential and high rises, but not houses. Financials are strong with the factors listed in addition to a  nice yield and cheap valuation. We think there is a lot to like in BDT coming off a strong 2023. The bear case would be that growth slows, and BDT becomes an income name.
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The stock is 'bouncy' certainly. We think it is a decent company but we did not like the decline in sales in the last quarter, especially in a period where inflation is still present. Yes, some of its weakness was clearly related to the weather. But at 22X earnings, we think the valuation could be adjusted to reflect the current lack of growth. Thus, we would fairly reluctant to start an aggressive buy program on the stock today. 
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ETF Highlight

Hamilton Enhanced U.S. Covered Call ETF (HYLD): HYLD is designed for long-term investors seeking to meet monthly income needs. The fund aims to provide attractive monthly income and long-term capital appreciation from a diversified portfolio of primarily US holdings. HYLD’s holdings are strictly other Hamilton ETF products. This can be characterized as a ‘Fund of Funds’ since its holdings are all other ETFs. HYLD is available in two options being CAD-hedged (HYLD) or USD-unhedged (HYLD.U) to help investors meet their income needs in either currency. HYLD’s top five holdings are SMAX (64.7%), QMAX (27.4%), LMAX (12.3%), FMAX (8.1%), and AMAX (5.5%). HYLD uses 25% cash leverage to boost yield and growth potential.
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The Fed has been selling many bonds yesterday and tomorrow at attractive yields, which is compelling shareholders to sell shares to buy those risk-free bonds.  Also, the Fed is expected to cut rates later this year. This puts pressure on stocks.

They just reported a sizable top and bottom line beat and 7% user growth, but shares are sinking 15% after hours because their near-tear and full-year guidance came in light to the street. Compare this to Tesla which missed numbers including negative free cash flow, but CEO Musk sold the quarter well.