Q: You seem to like LMN. Do you see them hopefully duplicating what Constellation has achieved. A good long term hold. Put away for a few years and continue to add to. ?Looks good. RAK
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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: Recently, you answeed a question about semis "We think the sector is likely safe for 6 months or so." Could you elaborate on what could go right/ wrong, what you are looking for to signal a drop, and how you would play the sector.
Thanks
Thanks
Q: Hi 5i. on SMCI
In a previous answer you said "It will do its thing and find a 'level' (whatever that might be) where volatility starts to abate."
Could you hazard a guess at what that 'level' might be - just for fun of course.
On a slightly more serious note - do you think momentum will drive this UP or DOWN in the short term (days/weeks) (and how about 3-5 years) ?
Thanks
In a previous answer you said "It will do its thing and find a 'level' (whatever that might be) where volatility starts to abate."
Could you hazard a guess at what that 'level' might be - just for fun of course.
On a slightly more serious note - do you think momentum will drive this UP or DOWN in the short term (days/weeks) (and how about 3-5 years) ?
Thanks
Q: Can you compare/contrast these two businesses for me? Does SMCI order NVDA chips and sell the entire integrated system with chips as well as the infrastructure without chips that customers can plug and play their own NVDA or other chips into? Is SMCI's technology more efficient for thermal management than VRT's? Their growth rates seemed comparable each quarter over the last year. I am wondering if VRT has a good chance to post a nice beat in their upcoming quarter as SMCI did. Thanks
Q: I guess the share price consolidation has begun. Any concerns about the rapid descent from lofty highs this morning Feb 16th?
thanks,
thanks,
Q: I have a position in TOI and with the recent run, have some decent profit. You have mentioned a few times that TOI is expensive. Does it make sense to sell half my position and purchase LMN or do you think there is some positive momentum here and let TOI run a little more?
Q: Hi there, your thoughts on FSLY after the earnings?
Is this catching a falling knife now, or overdone with the selling?
Any thoughts on where shares could settle?
Thanks!
Is this catching a falling knife now, or overdone with the selling?
Any thoughts on where shares could settle?
Thanks!
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Amazon.com Inc. (AMZN $232.73)
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Alphabet Inc. (GOOG $315.35)
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Enghouse Systems Limited (ENGH $20.48)
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Insight Enterprises Inc. (NSIT $82.60)
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SPS Commerce Inc. (SPSC $91.46)
Q: Bought Eng at $64 some 3 years ago,It basically traded in a range of $28 to $38 the past year.Saw u answer on Feb 8.Please provide some replaements besides those mentioned on Feb 8,How about Goog or Amzn? Txs for u usual great services & views
Q: Can you please give your opinion on Microstrategies recent quarter and your overall analysis of the company as a bitcoin investment. Stock down 6 % today. Thanks for your help.
Q: Hi 5i,
Can I have your thoughts on TTD. Have held for a long time and haven't thought about it much. Still a hold and forget?
TIA
Can I have your thoughts on TTD. Have held for a long time and haven't thought about it much. Still a hold and forget?
TIA
Q: Super Micro rise definitely “Super” lately.
Do you continue to consider it reasonably priced?
Euphoria or fundamentally sound?
Thank you
Do you continue to consider it reasonably priced?
Euphoria or fundamentally sound?
Thank you
Q: I know you continue to like Nvidia and other Semiconductor names, but don't you think the SemiConductor space is getting a bit Pricey. Given that this space is considered somewhat cyclical, would you wait for some of these stocks to cool down or would you buy Nvidia for example, based on continued momentum.
Thanks
Tim
Thanks
Tim
Q: Thoughts on their earnings?
Q: Can you comment on Palantir's stock-based compensation levels. This seems to be growing at about 15% annually, and it was over a billion dollars last year, for a company whose revenue is just over $2 billion annually. Is this too high and will this impact earnings meaningfully over the next 5 years? Thanks.
Q: META or MSFT, which will provide the most stock price appreciation for a 3 year hold?? Please provide a brief explanation. Thanks
Q: How likely is it that NVDA will announced a stock split after releasing Q1 earnings next week?
Q: UBER has been a strong performer. Is LYFT next? Thoughts on the quarter and it's potential?
thx, M
thx, M
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Hewlett Packard Enterprise Company (HPE $24.46)
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Super Micro Computer Inc. (SMCI $30.49)
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Dell Technologies Inc. Class C (DELL $129.30)
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Vertiv Holdings LLC Class A (VRT $166.97)
Q: Is now a decent time to purchase VRT or should I wait for a potential pullback/consolidation? Are there other similar companies to VRT?
Thanks
Thanks
Q: In a recent answer you said 10% would be your max weight for nvda. If you were now at 10% would you trim prior to earnings on Feb 21? Taxes not an issue. Thanks.
Q: What is your view on the change in leadership at Lightspeed and why the interim appointment of Dasilva? Thanks.