Q: There's lots of questions about the future of Nebius and it's datacentres but I couldn't find any that touched on their ownership of their robotaxi and deliverybot division, Avride. Given the valuations of PONY, AUR, MBLY etc, what percent of NBIS's market cap would you guesstimate is attributed to their self driving division?

Despite recent Deepseek developments, I feel like NBIS is undervalued relative to its' peers given their robotaxi launch later this year in Dallas and their existing deliverybot program. Am I being too opptimistic here?

Q: Two part question:
You are often asked to suggest 5 companies for a TFSA or for growth and are consistent in suggesting names like CLBT, TVK and NBIS. My question today would be for you to introduce five high growth companies that you are watching but not recommending from the US market. Can you please list companies that excite you but have not yet been mentioned here?
As part two, can you state what you like about each company AND what you are watching for before actively recommending? Take 2 or 3 credits or whatever is needed to provide a comprehensive answer please.

Q: What are your thoughts on Mobileye's secondary offering of shares and how does this affect the outlook for the stock price?