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
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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: 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)
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Super Micro Computer Inc. (SMCI)
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Dell Technologies Inc. Class C (DELL)
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Vertiv Holdings LLC Class A (VRT)
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.
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HubSpot Inc. (HUBS)
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MongoDB Inc. (MDB)
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Datadog Inc. (DDOG)
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Palantir Technologies Inc. Class A (PLTR)
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Snowflake Inc. Class A (SNOW)
Q: These four companies are all AI-predominant companies, all are growing revenues at about 20% per year or so, have similar market caps, and are coming into profitability for the first time either last year or next.
My question is a difficult one: is there any way to tell what operating margins might eventually be for each of these companies say in 3-4 years? Do you know any way to get this projection? And how these may be ranked for eventual margins if so? Thanks.
My question is a difficult one: is there any way to tell what operating margins might eventually be for each of these companies say in 3-4 years? Do you know any way to get this projection? And how these may be ranked for eventual margins if so? Thanks.
Q: Hi,
When you say LSPD is trading at a premium valuation, what parameters are you refering to ? What in your mind would be a more reasonable price ?
Thanks
When you say LSPD is trading at a premium valuation, what parameters are you refering to ? What in your mind would be a more reasonable price ?
Thanks
Q: I’m trimming Nvidia and Apple because they’re overweight and would like to choose either TSM or AMD to add to my portfolio.
Thoughts?
Thoughts?
Q: How would you interpret Jeff Bezos recently offloading almost half of his shares of Amazon?
Q: Hello Team,
Which of these two would you prefer and why.
Thank You,
Barry
Which of these two would you prefer and why.
Thank You,
Barry
Q: Hi 5i
How were DND earnings and how do you view the current outlook/share price....Current share holder , outlook is 1 to 2 years , does it have any legs left?
Thx
How were DND earnings and how do you view the current outlook/share price....Current share holder , outlook is 1 to 2 years , does it have any legs left?
Thx
Q: What are the leading blockchain ETFs or companies? I'm more interested in focusing on the blockchain technology and blockchain applications used by numerous industries (financial, shipping, government, etc.) rather than focusing on any specific cryptocurrency like Bitcoin. Thanks.
Q: I've owned GLXY for a while. The last time Bitcoin was at the $50K level, GLXY was significantly higher (roughly $26-27). Any reasons why there is such a difference in the performance given where bitcoin is today? Given the halving is occuring in April, which is typically positive for the price of bitcoin, I would have expected a higher SP. Perhaps there's a catchup trade in the future?
Q: What’s your opinion on this quarter? Doesn’t look super. Would you forget about this and move on ?
Q: Hi,
I trimmed some of my SMCI last week as the weight was getting too high. Since then it shot up another 25%. Obviously in hindsight I should have waited.
My question is does this stock movement scare you? Why does it keep going up this fast?
Thanks
I trimmed some of my SMCI last week as the weight was getting too high. Since then it shot up another 25%. Obviously in hindsight I should have waited.
My question is does this stock movement scare you? Why does it keep going up this fast?
Thanks