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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 guys

Was thinking of consolidating two loosing stocks into one position looking out at a recovery a year or so away. Also looking at how much of a AI moat each stock has. Would you sell VHI and add to ENGH or selling ENGH and add to VHI. Or is there another software stock that you would rather go with and sell both?

Much thanks

Stuart
Read Answer Asked by Stuart on April 03, 2026
Q: What do you make of VCX rocket-like rise? Too late to jump in?

I'm down on Broadcom, not by a lot but it has been stuck there for months. I'm thinking of selling and use proceeds for better plays. Your thoughts?

Thanks!
Read Answer Asked by Austin on March 27, 2026
Q: Hello team,

Is ARM a buy?

"Arm just announced a new data center CPU chip, the Arm AGI CPU, which can directly compete with its customers. Meta Platforms and OpenAI are initial customers for the Arm AGI CPU, with Meta citing significant improvements in data center performance. The new chips will compete with data center CPUs from Intel and Advanced Micro Devices." Barron's

It is up 8% after hours.

Appreciating your unbiased review and investing insight...Always! :)
Read Answer Asked by Saeed on March 25, 2026
Q: A recent barrons article said SK Hynix is planning to raise funds in the US and this could hurt Micron::

"A U.S. listing for SK Hynix might persuade some investors to diversify their memory-chip holdings. The Korean company trades at a forward price-to-earnings ratio of around 4.8 times according to FactSet, compared with 5.3 times for Micron."

Do you think that SK Hynix raising funds to increase capacity, as well as seeking a US listing, would have much impact on the share price of MU???
Read Answer Asked by arnold on March 25, 2026
Q: I hold balanced positions in Google, Microsoft, META, Apple, Netflix, NVDA and Amazon. They have all pulled back.

What order would you be adding to these positions?

Are there any that you would not be adding too in the current volatile market?

Thanks
Tim
Read Answer Asked by Timothy on March 25, 2026
Q: i own the above companies-both stock and options, they seem to go up everyday in an awful market.what is your opinion. dave
Read Answer Asked by david on March 25, 2026
Q: With the recent news and huge share price drop due to "indictment charging several individuals, including a Super Micro co-founder and board member, a sales manager, and a contractor, of “conspir[ing] to divert billions of dollars” of servers illegally to China in violation of export controls"

1) Is this a good buying opportunity if the investing time horizon is 3+ years?
2) does this recent news affect the future earnings potential of this company?

Thanks in advance.
Read Answer Asked by Nghi on March 25, 2026
Q: What do you think of TRI at these prices? It seems quite volatile but recent news of solid customers, product and co-operation with AI firms should have calmed things down. What are your thoughts? Any alternatives?
Read Answer Asked by Frank on March 24, 2026
Q: Any thoughts on CHAC/Xanadu? Looks risky but maybe promising?

thanks
Read Answer Asked by alex on March 23, 2026
Q: Hi Team,
In reference to discussion over MU earnings and the market not giving them any credit: I watched a clip yesterday I thought made a lot of sense in regards to the sector's historically "cyclical" nature. The guy was basically saying that with AI and the way the world has changed that the cyclicality of the chip sector is almost a "thing of the past" going forward. Demand brought on by AI is expected to essentially keep growing. More and more of everything we use and do now will be requiring chips. Right now the market seems like it does not believe the numbers that MU just put out will last more than a quarter. This just seems wrong. It makes sense to me that this guy may be correct in saying that we should not value these types of names as being so cyclical anymore. To me the way AI and technology is headed it looks almost like these names should be more viewed now as consumer staples, a necessity in today's life. Not sure what your thoughts all are on this? Would you agree?

Shane.
Read Answer Asked by Shane on March 20, 2026
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