Mar. 13 at 3:44 PM
".. My overarching theme remains: Fish Where the Fish Are for now .. and that is in Semis/Semicaps/Optical/Memory/HDDs - participants in the generational upgrade ..
$NVDA,
$LRCX,
$COHR,
$GLW,
$APH, ASML, AVGO to name a few …. i think it’s way too ‘early’ to think differently."
- B of A TMT desk