• NVIDIA Corporation (NVDA)
  • View NVDA Profile
  • View Questions on NVDA
• Constellation Software Inc. (CSU)
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Celestica Inc. (CLS)
  • View CLS Profile
  • View Questions on CLS
• Kinaxis Inc. (KXS)
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Palantir Technologies Inc. (PLTR)
  • View PLTR Profile
  • View Questions on PLTR

Q: I'm over weight Technologies with the following securities KSX, SHOP, CLS, TOI, PLTR, CSU and NVDA. If you had to sell one or two which ones would you sell, or would you trim some from each and keep all?

Upvote 1

Read Answer Asked by Mike on January 29, 2025

• Palantir Technologies Inc. (PLTR)
  • View PLTR Profile
  • View Questions on PLTR

Q: Is PLTR a beneficiary of the recent shakeup caused by the sudden emergence of DeepSeek? More importantly would PLTR continue to succeed without the cost savings DeepSeek appears to offer? If you assigned a confidence level to buy PLTR today, what would that be, or would you wait for the dust to settle?

Upvote 5

Read Answer Asked by Lionel on January 29, 2025

• Salesforce Inc. (CRM)
  • View CRM Profile
  • View Questions on CRM
• ServiceNow Inc. (NOW)
  • View NOW Profile
  • View Questions on NOW
• MongoDB Inc. (MDB)
  • View MDB Profile
  • View Questions on MDB
• Freshworks Inc. (FRSH)
  • View FRSH Profile
  • View Questions on FRSH
• Cloudflare Inc. Class A (NET)
  • View NET Profile
  • View Questions on NET
• Datadog Inc. (DDOG)
  • View DDOG Profile
  • View Questions on DDOG
• Palantir Technologies Inc. (PLTR)
  • View PLTR Profile
  • View Questions on PLTR
• Snowflake Inc. Class A (SNOW)
  • View SNOW Profile
  • View Questions on SNOW

Q: While picking up the pieces from the Deep Think carnage on my tech stocks, it occurs to ask which stocks will benefit from the possible reduction in the cost of AI......can you provide a short list 5 - 10 of potential beneficiaries of that? Many thanks for your excellent service.

Upvote 19

Read Answer Asked by Leonard on January 29, 2025