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12-month price target of $250. He still holds.

Generative AI came along, and the hyperscalers need the servers and blades. Stock sold off because the whisper numbers were so high, earnings couldn't meet expectations.

See his Top Picks for something still left in the food chain.

12-month target of $268. He's trimmed a bit. Has really jumped on the AI trend.

Just yesterday, BAC listed it as one of its favourites, with a 12-month price target of $175. His own target is between $155-160. 2/3 of revenue is in DRAM, and that's why it's done so well, especially needed for AI.

Like a lottery ticket. Talk of splitting up the company. Who knows where the bottom is, but you could write a put lower or buy a call higher.

Pretty fully priced, he took profit. He deploys profits into other names with decent runways. To determine if fully priced, he reviews the published analysts' price targets and does his own.

20% is pretty big. He never likes to have anything over 10%. If you have capital gains, which you don't want to trigger, and you still like it, write some calls. Lots of horses in the AI race. Taking profit in these mega-caps is easy, but it's harder to find a candidate to buy.

Controversial among his research team, but he's not a fan. Eventually, it will take off. Highest-paid CEO in the semiconductor business, but the worst-performing stock. 12-month price target of $41.15. Plays directly in the sandbox of NVDA and AMD. Results missed, guided lower. Price action tells you not to own.

Doesn't own any of the consultants, because they're trying to find their place in AI. Has been left behind. 

No. Big company now, just shy of $1B market cap. The marketing blurbs all sound great, but it's tough to compete with the big AI players. Not profitable. Beat recent expectations slightly, moving in right direction, but it's a hard slog.

All 3 Top Picks today play in the sandbox of 4 areas: auto, industrial, edge AI, and definitely AI infrastructure. 

Processing power management and computing infrastructure. Well positioned in AI revolution, though price doesn't really reflect that. 12-month target of $45. Cyclical. Wouldn't be surprised at a pullback over the summer; pick it up here at $39, and then around $36-37.

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. 

In auto, industrial, edge AI, and AI infrastructure. 12-month price target of $82. Leg in today at $71, $67, and $64. No yield.

We've only been talking today about AI. There's the whole technology arena out there. Fintech, e-commerce, EVs. It's a big market. The pendulum will swing, so make sure you get into stocks that aren't just playing in one sandbox, and good examples are his Top Picks today.

Most of the names in UMAX are seeing downward pressure on their share prices mostly due to high debt levels and margin compression from high interest expenses. With a decline in rates, we could see several of the underlying names in UMAX bouncing higher, and we feel that this could bode well for UMAX, however, it is a covered call ETF and so its unit price will not see as large of an increase as the underlying holdings would in the event of a rebound. For an investor seeking high yield and the potential for a recovery in share price, we think this name can do well if rates continue to decline, although, due to its covered call strategy, the unit price can continue to slide from here.
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