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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: Amazon has launched a new line of business by opening up Amazon Supply Chain Services to other companies. I would expect Amazon to be extremely competitive in both service quality and pricing. Will this eat into DSG's business and drive a lower DSG valuation going forward. Is it a potential existential competitive threat to DSG? Appreciate your perspective.

Thanks.
Read Answer Asked by Joel on May 12, 2026
Q: thoughts on tssi/q...after good Q4 results & rally, where appeared problems of integration into new 200k sq ft facility were fixed...now 3 ex-Dell executives on TSSI management....Q1 results fell far short of expectations, stock hammered 30% (again)...anything good in results/guidance...if Dell sole customer (stock hitting new highs daily)....why wouldn't Dell just buy out tssi??...I have held this roller coaster stock and watched from U$20+ fall to U$7's...then rally to $15sh before Q1 results...thanks as always for your thoughts/perspectives....jb, Piedmont QC
Read Answer Asked by John on May 12, 2026
Q: I am thinking about starting a position in each of these companies: PRL, DSG, CLS, WSP & KXS. Any concerns or is there anything I should be aware of before pulling the trigger? Thank you in advance for your consistently excellent counsel.
Read Answer Asked by Paul on May 12, 2026
Q: Hello, Team, I know 5i like the above and with another 6% drop today are there any signs fundamentally something has changed, the drop from the high is 45% which seems excessive. Will the glory days of over 200$ return in time, or the growth is simply not there anymore.
Thank you Anthony
Read Answer Asked by Anthony on May 12, 2026
Q: Hi,
Could you name five companies that benefit from the AI boom but have been beaten down recently? I'm also interested in your thoughts on fintech and financial companies.
Read Answer Asked by Abolfazl on May 12, 2026
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
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