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MicroStrategy Incorporated (MSTR)
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Vertiv Holdings LLC Class A (VRT)
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Snowflake Inc. Class A (SNOW)
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Upstart Holdings Inc. (UPST)
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Affirm Holdings Inc. (AFRM)
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Cantaloupe Inc. (CTLP)
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Cellebrite DI Ltd. (CLBT)
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Fiserv Inc. (FI)
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Symbotic Inc. (SYM)
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TransMedics Group Inc. (TMDX)
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ReposiTrak Inc. (TRAK)
Q: Please rank the following for a new growth position today: VRT, CLBT, SYM, AFRM, UPST, TRAK, FI, SNOW, TMDX, MSTR, CTLP
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Salesforce Inc. (CRM)
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Celestica Inc. (CLS)
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Zedcor Inc. (ZDC)
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CrowdStrike Holdings Inc. (CRWD)
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Cloudflare Inc. Class A (NET)
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Datadog Inc. (DDOG)
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Vertiv Holdings LLC Class A (VRT)
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Palantir Technologies Inc. (PLTR)
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Snowflake Inc. Class A (SNOW)
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Tempus AI Inc. (TEM)
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Nebius Group N.V. (NBIS)
Q: looking to move on from the name. looking to use to fund to buy Tempus Ai, Zedcor or NBIS?
with the hardware AI theme loosing steam and AI software picking up what other names in the US look attractive?
with the hardware AI theme loosing steam and AI software picking up what other names in the US look attractive?
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Datadog Inc. (DDOG)
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Shift4 Payments Inc. Class A (FOUR)
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Snowflake Inc. Class A (SNOW)
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Robinhood Markets Inc. (HOOD)
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Cellebrite DI Ltd. (CLBT)
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Nebius Group N.V. (NBIS)
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Block Inc. Class A (XYZ)
Q: I've held XYZ in a reg account for a while now awaiting a recovery (down 50%) that never seems to take hold. I have to imagine there are much better opportunities, particularly in the US tech space. What would be some suggestions for replacement I could explore. I've had my eye on FOUR for a while, thoughts on this one as well would be very much appreciated. Thanks so much.