Eli Lilly is recommended as a buy, despite its fluctuating stock performance. Coinbase is highlighted as a winner, while IES is noted as a strong infrastructure investment. Marvell Technology is favored, and Apple is advised to be held long-term, with a suggestion to buy on dips. Conversely, Cameco is considered overpriced, and Semtech is viewed as a traditional semiconductor company, with a preference for Texas Instruments.
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