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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi, could you comment on ANET's earnings, which I understood were about 10% ahead of estimates per share, and 2% or so more revenue. The stock appears to have taken a hit today on the report, so were there negative comments from the management on forward guidance? Something else I missed in the numbers?
Thanks!
Read Answer Asked by Dawn on May 08, 2025
Q: Hi, I've read in Barron's that Crowdstrike will be laying off 500 staff, replacing them with AI. While obviously difficult for those laid off, I am wondering about the overall impact on CRWD, as I have noted today's negative reaction to the news. Your thoughts and comments on this would be appreciated. Thanks!
Read Answer Asked by Dawn on May 08, 2025
Q: Can you please give the breakdown of revenue to show the portion from the search engine. I understand that Google has and is spending a lot on AI but personally I have not felt their search function to change much, if at all. Whereas the new search engines like Perplexity really illustrate how much more can be done to answer queries. Am also wondering if Google is going to stun the world with new search features, or if its bogged down in technical bureaucracy or something in between. It appears not to be nimble in its response to AI market demand. Thank you for your views.
Read Answer Asked by TOM on May 07, 2025
Q: Hi,

Do you see much growth in the video games sector in the present context ?

Which are the best opportunities to invest in the sector with a potential of strong growth in the next 3 years ?

Thank you in advance for your answer,

Jacques IDS
Read Answer Asked by Jacques on May 07, 2025
Q: Good morning. What are your thoughts on Arctic Wolf? Are there any new developments? I am not familiar with Forge Gloval or Hiive and would appreciate any information on how this works. Thank you.
Read Answer Asked by Lorraine on May 07, 2025
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