Q: How good is Nvidia’s moat to its broader sales clientele, and to what degree could competition or demand fatigue place its top and bottom lines, and by virtue its multiples and stock price, at risk of slow down and potential downside?
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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.
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State Street SPDR S&P Semiconductor ETF (XSD $353.94)
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VanEck Vectors Semiconductor ETF (SMH $407.97)
Q: Is there any ETF that holds semiconductors equally instead of SMH? SMH holds 1/4 in Nvdia.
Thanks for the great service
Thanks for the great service
Q: Dell was up 30% today. But I read the PE as only 16. Of course, that was likely before the raise. Would you buy into it now as a relatively solid, stable, but growing tech company?
Q: Would you still buy Lumine at today's price for an RESP account to hold for about 8 years?
Thanks
Thanks
Q: Hi Peter & 5i,
Would you please give your asessment of TCS' 3rd quarter.
Just started looking at this company from your last growth portfolio update. Would you be able to give what their historical Annual Renewal Rate (ARR) % has been on their contract subscriptions?
Thanks for your always great advice and information.
Would you please give your asessment of TCS' 3rd quarter.
Just started looking at this company from your last growth portfolio update. Would you be able to give what their historical Annual Renewal Rate (ARR) % has been on their contract subscriptions?
Thanks for your always great advice and information.
Q: Hi 5i,
Towards what price range would it be realistic to see LMN stock over time if nothing serious gets in the way?
Thanks
Towards what price range would it be realistic to see LMN stock over time if nothing serious gets in the way?
Thanks
Q: Thoughts on their earnings?
Q: I am investigating CLS as a potential long term investment. In a recent answer to a question, 5i stated that CLS seems to be putting things together much better now. What is CLS putting together much better now, and is it sustainable? How important is AI, to CLS future share price? Could you elaborate on the most major risk to CLS share price? Would you consider CLS a good hold for five plus years?? Thanks for the excellent analysis!
Q: One of the great things about CSU that makes them “investor friendly” is that they don’t issue shares. If they aren’t raising capital by selling shares, what’s the benefit to the board/company being publicly traded?
Q: Looking to sell some Amazon and add Google.
Do you think Google can rebound in the short to medium term? Is there any indication that suggest an improvement in AI offerings? Do you think it's a buy given current valuations or do you think the stock has further to drop?
Do you think Google can rebound in the short to medium term? Is there any indication that suggest an improvement in AI offerings? Do you think it's a buy given current valuations or do you think the stock has further to drop?
Q: Does Apple’s giving up on Project Titan make you wonder their vision and research ability is subpar? Now they are switching to AI … seems to me they were following the crowd several years ago on EV and are now following the crowd on AI. Maybe a few years later they will give up on AI. Where is their vision? Thanks,
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Amazon.com Inc. (AMZN $242.96)
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Alphabet Inc. (GOOG $344.90)
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Microsoft Corporation (MSFT $423.37)
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NVIDIA Corporation (NVDA $185.61)
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Constellation Software Inc. (CSU $2,454.25)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $180.62)
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Elastic N.V. (ESTC $65.48)
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Shift4 Payments Inc. Class A (FOUR $58.50)
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Duolingo Inc. (DUOL $131.93)
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Cellebrite DI Ltd. (CLBT $14.90)
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Lumine Group Inc. (LMN $21.93)
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Nextpower Inc. (NXT $115.60)
Q: My tech stocks have had a great run and it's time to trim as they are now about 33% of my portfolio. Can you please rank the above stocks along with SMCI (watching for a pullback in that one). I also have GOOG and AMZN. Do you think they are too closely related as well?
Q: Please comment on the financial results of ACM Research (ACMR); your outlook for the company; and whether you'd consider it buyable. Thanks.
Q: Could you please comment on their results and outlook?
Thanks,
Milan
Thanks,
Milan
Q: I am anxiously waiting for the earnings report. Do you know when it will be? Why is it so hard to find out when it reports?
Thanks
Jeff
Thanks
Jeff
Q: Hello team,
Why would a company such as Docebo be priced so expensively in terms of P/E and price to sales and what about the major competitors in the LMS domain, do they also trade so expensively?
Why would a company such as Docebo be priced so expensively in terms of P/E and price to sales and what about the major competitors in the LMS domain, do they also trade so expensively?
Q: Q: Hi, Could you please comment on C3AI earnings. Thank you
Q: Buy more, sell or hold.
Thanks!
Thanks!
Q: Hi Team, Thanks for your wonderful work on i5Research.
NVDIA stock jumped right after earnings report last week. This week it has dropped in price every day, even though analyst are targeting up to 1000-1200$ in the near future.
With the recent deep in NVDA is this a good time to buy NVDA stock or call options? Or is it a falling knife?
Thanks
DP
NVDIA stock jumped right after earnings report last week. This week it has dropped in price every day, even though analyst are targeting up to 1000-1200$ in the near future.
With the recent deep in NVDA is this a good time to buy NVDA stock or call options? Or is it a falling knife?
Thanks
DP
Q: How do you feel about Kinaxis moving forward after going over their results?