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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: Hi,

I have speculative positions in SOUN and SMCI. Both of them are raising capital and SMCI has been dropped from Nasdaq100 as well. I would like your opinion on this capital raise and the companies in general; independent of my view.

I think SOUN stock price is being pumped and it would be prudent to exit the position and wait for share dilution to happen before entering again.

As far as SMCI is concerned, I think that the company is trying to come clean and start afresh. Even then I am a little suspicious. I also think that the exit from Nasdaq100 had been priced in and should not contribute further to the slide. And that they are raising capital is indicative of a strong order book. It is a matter of establishing credibility and feel it would be rewarding to give them a chance..

How would you deal with these two? Buy or Sell? Since these are speculative positions it is not just a Hold into the year end rally (hopeful).

Regards

Rajiv
Read Answer Asked by Rajiv on December 16, 2024
Q: Hello 5i
I remember you offering articles on understanding bitcoin. At the time I wasn't interested but am now. But, although I have searched, I cannot find them on the site. I wonder if you could re direct me on that. I think you have also mentionned Biance. Are there some articles on that, as well?
thanks for your help and have a good holiday
Read Answer Asked by joseph on December 16, 2024
Q: Good morning; I had asked a question the other day about RGTI-Q. I do appreciate the response. One of my questions was as follows regarding the quantum space;

"Is this space one to watch, and if so which companies should be on the radar (in order of preference please)?"

Could you please provide some insight into this; thank you.

Dave
Read Answer Asked by Dave on December 13, 2024
Q: I owned CLS in 2000 and unfortunately in 2001 and rode the dot com bust all the way down. What is different, if anything, this time around? My 1/4 position is now a 1/2 position, thank you, but it has gone up too high too fast, and I have a long memory. At these levels is it a buy, hold, or sell? Or is it a keep your finger on the trigger, which is not my preferred buy and hold strategy. How will I know when the tide is turning or turned?
Read Answer Asked by Gordon on December 12, 2024
Q: Your system did not recognize the ticker for Rigetti Computing (RGTI-Q).

This company operates in the Quantum Computing space. It has minimal revenue, big losses, the owner has (I understand) left the company, yet it is getting print and yesterday, after a joint announcement with Quantum Machines, has jumped to >$6.00 - still trading today at huge volumes. all this and a large market cap without support in the numbers? Stock price has risen dramatically in the past month.

Can you provide some insight into the business space this company operates in. Is this company one to watch? Is this space one to watch, and if so which companies should be on the radar (in order of preference please)?

As always, thanks for your advice.

Dave



Read Answer Asked by Dave on December 12, 2024