Q: How do you think the mistake will change the revenue and growth of CRWD.
Thank You
Thank You
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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: I'm writing to seek your expertise on the recent global IT outage caused by CrowdStrike. As the dust settles, the question on everyone's mind is whether CrowdStrike will assume financial responsibility for the damages incurred. If so, the compensation could be considerable. As an investor in AI stocks, I'm eager to know if this situation presents a strategic buying opportunity. In your opinion, how will this IT outage affect CrowdStrike's long-term prospects and stock performance? Will it have a lasting impact on their reputation and investor confidence? Thanks
Q: I understand this is a relatively new cyber security company that is performing very well
What is the stock prefix and do you recommend switching to it from Crowdstrike
What is the stock prefix and do you recommend switching to it from Crowdstrike
Q: 1, Would you recommend adding to CRWD today (Jul 19, 2024) or wait til the dust settles?
2, What would be a good entry price? $280 ish?
(I have held CRWD for some time and have been doing well. Have wanted to add to it for a long time but its valuation scares me.)
2, What would be a good entry price? $280 ish?
(I have held CRWD for some time and have been doing well. Have wanted to add to it for a long time but its valuation scares me.)
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Broadcom Inc. (AVGO)
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NVIDIA Corporation (NVDA)
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ASML Holding N.V. (ASML)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Q: I have TER in my portfolio for many yrs and doing very well. I would like to take 1/2 position in an other semi. Could you comment on the four company mentioned above
Q: Questions on CTS:
How similar is its business to GIB.A, if at all? Does it make sense to hold both?
Do you have a good feel for its resiliency (i.e. competition and poor economy)?
Is there any vision or plan on this company growing going forward?
Are there odds of a takeover in the future?
How similar is its business to GIB.A, if at all? Does it make sense to hold both?
Do you have a good feel for its resiliency (i.e. competition and poor economy)?
Is there any vision or plan on this company growing going forward?
Are there odds of a takeover in the future?
Q: Hi, Can you please share your take on the CRWD security upgrade problem today that has impacted global systems. I had no idea CRWD ran so many operations for global customer. Thank you, Michael
Q: Based on today’s price and multiples, how would you rank Amazon vs Google vs Nvidia. I have 6% in Google and Nvidia. I only have a 3% position in Amazon. If it were you’re account, would you trim to add to Amazon or just add to Amazon. 5 year+ timeframe
Q: I have a small position purchased quite a while ago. Since purchasing it has been up and down, most of time was under water, now it is up about 30%. I am thinking of switching it to a better one with potentially more growth and stable. Could you please provide your comments?
Thanks,
Lin
Thanks,
Lin
Q: what caused the huge drop in price yesterday?
Q: Do you think this is an interesting entry point for APPS?
Q: Greetings 5i,
Despite beating analysts expecations, AMSL is dropping like a rock today on fears of the US Govt imposing restrictions on trade to China. How serious do you view this? Trying to decide on whether it's time to get out. Thanks.
Despite beating analysts expecations, AMSL is dropping like a rock today on fears of the US Govt imposing restrictions on trade to China. How serious do you view this? Trying to decide on whether it's time to get out. Thanks.
Q: Morning 5i Team,
May I please have your comments on the apparent rotation out of tech stocks over the last few days? Do you see that as a fleeting thing or see that as sustaining?
Cheers,
H
May I please have your comments on the apparent rotation out of tech stocks over the last few days? Do you see that as a fleeting thing or see that as sustaining?
Cheers,
H
Q: I almost gag a putting these two in the same question. Could you please provide a comparison of compensation for the two CEOs?
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NVIDIA Corporation (NVDA)
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Super Micro Computer Inc. (SMCI)
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Palantir Technologies Inc. Class A (PLTR)
Q: Would you be in favor of a trim and diversification trade to PLTR and SMCI from NVDA at this point? While still planning to keep NVDA overweight.
Q: Hi Peter, in one of your answers you say that CSU is not cheap at 39x earnings and you would be comfortable owning it. Does that mean you would still buy it at today's price or would you wait for a chance to buy it at a cheaper price and do you think there is a possibility for a pull back. Thanks
Q: Which one is the best buy today and WHY?
Thanks Again
Thanks Again
Q: Hi 5i Team - This question has likely been asked before. Is it possible or probable that CSU would do a stock split. It is now over $4000 per share which makes it difficult for some smaller portfolios to take a partial position or increase/decrease partial positions. Thanks.
Q: Thinking of adding to my position in Astera Labs. Currently a 1/3 position. Is this a stock you would add to here, and is it one you would be comfortable with a full position?
Q: Hi, Any insights as to why the share price of SHOP is trading at a much higher forward P/E and forward P/FCF than all of the magnificent 7 with the exception of TSLA? As of end of trading Jul 15 this is the data I have:
Compare Forward P/E with Mag 7:
TSLA 88.54
SHOP 62.2
NVDA 43.95
AMZN 40.32
MSFT 35.9
AAPL 33.86
META 24.2
GOOG 24.1
Compare Forward P/FCF with Mag 7:
TSLA 133.02
SHOP 65.22
MSFT 48.2
NVDA 50.24
AMZN 35.03
AAPL 30.43
META 27.6
GOOG 28.5
Compare Forward P/E with Mag 7:
TSLA 88.54
SHOP 62.2
NVDA 43.95
AMZN 40.32
MSFT 35.9
AAPL 33.86
META 24.2
GOOG 24.1
Compare Forward P/FCF with Mag 7:
TSLA 133.02
SHOP 65.22
MSFT 48.2
NVDA 50.24
AMZN 35.03
AAPL 30.43
META 27.6
GOOG 28.5