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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: Do you think SpaceX OpenAI and Anthropic will go Public with IPOs in the next 12 months and what impact do you see it having on the market based on the size of their likely offerings?

Seems these days by the time an IPO hits the market alot of the easy money has been made by those who have participated in Pre IPO offerings and Seed money.

Are there holdings related to any of these entities already in the market in funds held by those like Cathy Wood's Ark fund that one can realize the value of the shares prior to a Public IPO?
Read Answer Asked by Craig on May 11, 2026
Q: Zacks Research Hidden" Chip Stock Primed to Skyrocket

The semiconductor industry's next breakout star isn't what you think.

One little-known US firm has quietly established a dominant position in the Artificial Intelligence and Big Tech ecosystems.

It doesn't make chips like NVIDIA or AMD.

Any guess's what it might be, or is this a scam?

Thank you.
Read Answer Asked by Ross on May 11, 2026
Q: Do you have a preference between Micron, Terradyne and Celestica? If I were to purchase an equal weight for all 3 how long is the time frame for each in this AI buildout
Read Answer Asked by Marty on May 11, 2026
Q: What are your thoughts on ORBX ETF as a method to invest in this area. I already have a slightly underweight position in MDA Space Ltd and was looking to increase exposure in this sector and diversify more. Would there be a better alternative to achieve this? Either a couple of other stocks or a better ETF focused on this sector? Any thoughts?
Read Answer Asked by Terry on May 11, 2026
Q: You mentioned recently re. Micron, that it "can only meet 50% to 60% of customer demand". Can you say more about this? How much can MU ramp up memory production to meet this demand? Or is it more a story of demand likely to continue longer? Is there a high barrier to entry for others who might want to fill some of this demand? Thanks.
Read Answer Asked by Martin on May 11, 2026
Q: Robots: What are your estimates for the growth of robots over the next 3 to 5 years? Will this be a major growth industry compared to chips and AI now?

Who are the current leaders in that industry?

If you were to buy them, what would you buy and are they buyable at today’s prices?

Thanks for your help.
Read Answer Asked by Donald on May 08, 2026
Q: Can you please provide an updated opinion on $ARM based on is most recent earnings and forecast? And rank it relative to its peers right now?
Read Answer Asked by Kel on May 08, 2026
Q: Where is Palentir headed? Of course, we've known for a long time that it's an overvalued stock; we also know it's in its DNA. But this decline continues even after excellent results, which is more than worrying. Is all this due to its partnership with Google? Can you explain the ins and outs of this relationship? Ultimately, in your opinion, should we sell or hold?

Thank you in advance for your much-appreciated insights.
Read Answer Asked by Gabriel on May 08, 2026
Q: I hold Fix and Vrt and have done very well on both because of their potential re Data Centers, I am nervous on both because of past performance and I am aware that this % performance wont go on forever and there will come a day that I will likely bail. Do you have any other similar stocks that you would recommend That should benefit from the Data Center frenzy. Iwould put a stop loss on any of these stocks Thank you.
Read Answer Asked by Brian on May 07, 2026
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