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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: NBIS market cap is much lower than CRWV yet NIBS has more offerings in autonomous driving, robotics, training etc. It was nice to see the recent GS price target of $68.

Do you see a pathway for NBIS market cap to expand further as they continue to execute and get discovered?
Read Answer Asked by Sal on July 18, 2025
Q: Keeps moving to the right. What is the current institutional ownership? Can't just be retail investors moving the stock higher. Seems like analysts want to like the stock but they keep putting out low share price targets because of valuation.

Did TSLA, NVDA, AMZN etc have stretched valuations and then they grew into them? Can you see PLTR at a 1T market cap valuation over time?
Read Answer Asked by Sal on July 18, 2025
Q: I hate to ask this but I have to because I keep adding little bites of CLBT as it comes down and it won't stop coming down which means I want to keep adding more little bites.

What would you view as the floor for this share price? As much as you like it, can you see any reason for its continuing steady decline? Is there a worst case scenario that investors are exiting based on or is it just a lack of excitement/news? Lastly, are fundamentals improving or declining and what do you expect from their upcoming earnings?
Read Answer Asked by Tim on July 17, 2025
Q: I red recently an analysis which seems serious and documented and displays a pessimistic note (SELL) on this company, underlying amid other remarks, the very high evaluation of the stock with a multiple of forward PE 244.21 compared to the industry average forward 29.03. What to think? Please give me your appreciation and your own opinion on the subject.

Thank you very much in advance
Read Answer Asked by Gabriel on July 16, 2025
Q: Good Morning,

Yesterday you responded to Mark on SBET. This stock has been nothing short or a rocket ship.

It is up 70% in the past week, 120% in the past month and 950% in the past 3 months.

I'm not quite sure how to ask the question, but how/when/why/ would you buy given the very recent performance mentioned above?

Sheldon
Read Answer Asked by Sheldon on July 16, 2025
Q: Well happy days for all chip companies. With the recent about face and being able to sell "lower" end chips again to the Chinese market how do you see this playing out for these 2 companies and others? With NVDA hitting a 4trillion value without being able to sell in this market where could their valuation go from here in your opinion?
What percentage of the Chinese market did they have prior to the embargo that has now been lifted?

Thanks
Read Answer Asked by Kolbi on July 15, 2025
Q: Dear Peter et al:

The earnings season is about to begin! VRT on 23/07 and NBIS on 31/07. I know you don't like to buy something purely based on one quarter's earnings. But if one needs to add to an existing VRT position, is it prudent to wait or add now? I have no position in NBIS. Should one buy now or wait till the earnings or out? The main reason I am asking is NOT to time the market but to avoid that free fall that sometimes these earnings bring on! Seem to be more unpredictable nowadays than ever before!
Read Answer Asked by Savalai on July 15, 2025
Q: Might buy a house, probably won't buy a house. Prices so high, I've been maxout out the FHSA so far and it's mostly in VEQT, bit of PLTR and CRWD which have done well. What other US or CAD stock would you recommend (shorter term BUT will leave it in there longer if market goes down/ ultimately could convert to RRSP) that is underpriced and or could have huge potential upside. Imagining turning the FHSA $40,000 limit into ... ideally a $200,000 down pmt over the next 3-10 years
Read Answer Asked by Danielle on July 14, 2025
Q: can you pls compare these software companies...are any of these are a buy?
Read Answer Asked by adam on July 14, 2025
Q: I'm thinking that we are still in early innings of the AI / Data Centre / Power Consumption game. Assuming that to be true, I'm trying to figure out the best strategy to capitalize on this opportunity. So, what are the top 3 to 5 sectors & their companies you would curate in a portfolio to "win" this series over the long term and why? I would appreciate your valuable insight once again. Thank you.
Read Answer Asked by Paul on July 11, 2025
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