Q: Comments on the quarter please
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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 can I get your take/response to bearish analysis on CRWV by Mark Meldrum (youtube video
Low Quality GDP, It's 1999 all over again, and Spotlight Company - CoreWeave (CRWV) )
And why is NBIS different?
Low Quality GDP, It's 1999 all over again, and Spotlight Company - CoreWeave (CRWV) )
And why is NBIS different?
Q: What does the market expect from the CSU family this earnings quarter ?
Thx
Thx
Q: Any thoughts on Xanadu today?
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Amazon.com Inc. (AMZN $272.05)
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Alphabet Inc. (GOOG $379.64)
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NVIDIA Corporation (NVDA $198.48)
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Robinhood Markets Inc. (HOOD $76.55)
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Nebius Group N.V. (NBIS $176.42)
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Galaxy Digital Inc. (GLXY $29.17)
Q: I hold GLXY in my TFSA. Now that it is no longer on the TSX it is a US listing in US currency. I’m down 6% and have not been too impressed with my foray into the crypto world (I also hold HOOD down 50% in a non-registered account). With growth the sole concern, and high tolerance for risk and volatility, what would you do with GLXY? The main reason for asking is now I have paid the currency conversion I could sell GLXY at a small loss and buy either GOOG, AMZN, NBIS or NVDA inside my TFSA. With a 5 year time horizon, could you please rank these 5 if purchased today.
Thanks so much for your expertise!
Thanks so much for your expertise!
Q: Can I get your current view on this company.
Thanks
Thanks
Q: Trimmed GOOG on apr 30 to keep things reasonable and looking to start a new $US position accordingly. Long-term hold.
Low in healthcare but could also increase technology.
If you could only own one other US stock and sought to best risk-adjusted return over 5yrs, what would you initiate a position in today?
Thank you for your awesome service.
Low in healthcare but could also increase technology.
If you could only own one other US stock and sought to best risk-adjusted return over 5yrs, what would you initiate a position in today?
Thank you for your awesome service.
Q: Hi there. If you’re looking for momentum this stock has it. What can you tell me about this company that is benefitting from the Ai trade. Would you take a position?
Thanks!
Thanks!
Q: What is your assessment on SIMO Silicon Motion Technology Corp.? Thanks!
Q: Good Morning
What are your thoughts on Ouster last quarter and your thoughts on them moving forward?
ThksMarcel
What are your thoughts on Ouster last quarter and your thoughts on them moving forward?
ThksMarcel
Q: For a minimum 3 year hold what would your choice be between Teradyne and Micron. I only have room for one.
Thank you
Thank you
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Amazon.com Inc. (AMZN $272.05)
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Meta Platforms Inc. (META $610.41)
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Alphabet Inc. (GOOG $379.64)
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Microsoft Corporation (MSFT $413.62)
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Micron Technology Inc. (MU $576.45)
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NVIDIA Corporation (NVDA $198.48)
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Celestica Inc. (CLS $573.14)
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Vertiv Holdings LLC Class A (VRT $330.97)
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Nebius Group N.V. (NBIS $176.42)
Q: Hyperscalers (AMZN, MSFT, GOOG, META) announced plans for a staggering, nearly one trillion dollars, of spending on AI buildout for the next year. Can you recommend a basket (5?) of companies that represent the best investments to benefit from this massive spend?
Thanks.
Thanks.
Q: Just wondering what would be your max position size for Google?
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Constellation Software Inc. (CSU $2,470.95)
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Topicus.com Inc. (TOI $97.10)
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Lumine Group Inc. (LMN $20.97)
Q: Do we know when they report?
Q: If Micron is 5x earnings per a prior response, isn’t it a screaming buy even with the run up in share price ?
Q: Would you please give your assessment of the meta results and comment on the significant drop in share price?
Geoff
Geoff
Q: Why is NBIS and related companies moving today (Friday) ? Early in the week they were down, and then absolute no movement on Thursday after big tech earnings report Wednesday. This market makes no sense.
Q:
NBIS announced the acquisition of Eigen AI on Friday and surged over 11%. What do you think of the acquisition? Does it continue to be one of your top recommendations for growth and why?
Thanks so much! I always appreciate your insight.
NBIS announced the acquisition of Eigen AI on Friday and surged over 11%. What do you think of the acquisition? Does it continue to be one of your top recommendations for growth and why?
Thanks so much! I always appreciate your insight.
Q: The reaction to the earnings report is similar to that of Mu recently..
A trend, good results and guidance and stick tanks.
What is your opinion of Wdc going forward.
A trend, good results and guidance and stick tanks.
What is your opinion of Wdc going forward.
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Alphabet Inc. (GOOG $379.64)
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Intel Corporation (INTC $95.78)
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NVIDIA Corporation (NVDA $198.48)
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Advanced Micro Devices Inc. (AMD $341.54)
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Teradyne Inc. (TER $337.44)
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Marvell Technology Inc. (MRVL $163.66)
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nVent Electric plc (NVT $162.69)
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Vertiv Holdings LLC Class A (VRT $330.97)
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Nebius Group N.V. (NBIS $176.42)
Q: Hi,
In reading a recent article on AMD's move into the NVDA market I read at: https://finance.yahoo.com/markets/stocks/articles/3x-amd-cracked-nvidia-code-133943897.html
I had to wonder about whether it would be prudent to sell some NVDA shares currently held in my TFSA to diversify into AMD, INTC and possibly MRVL. I've done extremely well on NVDA over the years and am starting to think about how much farther NVDA can run, vs some of the smaller semis at this point. I am also concerned with NVDA's price movements lately, as it finally broke out of consolidation, only to drop back today when others are climbing. Are there other names I should be considering as well? I use this account for shorter term momentum stocks, and keep a close eye on it. I would greatly appreciate your thoughts regarding NVDA and other semis - I also really enjoyed your Jan 5 Opinion piece on all things AI related and have been able to do well from a number of the stocks you highlighted - many thanks!
D
In reading a recent article on AMD's move into the NVDA market I read at: https://finance.yahoo.com/markets/stocks/articles/3x-amd-cracked-nvidia-code-133943897.html
I had to wonder about whether it would be prudent to sell some NVDA shares currently held in my TFSA to diversify into AMD, INTC and possibly MRVL. I've done extremely well on NVDA over the years and am starting to think about how much farther NVDA can run, vs some of the smaller semis at this point. I am also concerned with NVDA's price movements lately, as it finally broke out of consolidation, only to drop back today when others are climbing. Are there other names I should be considering as well? I use this account for shorter term momentum stocks, and keep a close eye on it. I would greatly appreciate your thoughts regarding NVDA and other semis - I also really enjoyed your Jan 5 Opinion piece on all things AI related and have been able to do well from a number of the stocks you highlighted - many thanks!
D