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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 know, lots of names here - feel free to take extra points. These mostly looks pretty good to me technically and I believe they've had good earnings. Of the list which are your favourites? Do any have negative things to be aware of, and if buying what order might you accumulate them in?
Many thanks for all your helpful insight!
Read Answer Asked by Dawn on September 16, 2025
Q: Can you evaluate the potential growth of SERV? I saw it as one of 16 names in AI that Wedbush was profiling as an under the radar play among larger players. Average target prices suggest 66% (from what Trade shows) upside which makes me skeptical. Is the autonomous delivery market big enough to justify this optimism? Small market cap and pretty flat this year. Worth a small position or too speculative?
Read Answer Asked by Tim on September 16, 2025
Q: Hi again,
Like CLS, these stocks have risen quickly and might be overvalued. Like CLS, some analysts seem to think the ride can continue.
Would you be comfortable initiating a position, at which price and why, please?
Thank you
Read Answer Asked by GeeMac on September 16, 2025
Q: Given recent big leap in share prices of both companies, especially ORCL earnings were a slightly miss while NBIS's recent financing, both shares are still a buy now, or waiting for the hyper to be settled for a better entry point ? Thanks!

Read Answer Asked by Lin on September 16, 2025
Q: I have owned MRVL since the early days of the tech growth story. I felt it would be one firm that could grow their business exponentially as the tech story evolved. That has not been the case.

I would appreciate your opinion on MRVL as a future growth story, or should it fail to hold up to scrutiny, what 2 firms would fit my involvement in the story (if any). I hold NVDA, AMD, CLS, ASML, MSFT and PWR as representative of the buildout of the AI/Datacenter environment.

Thanks, as always, for your comments.
Read Answer Asked by Dave on September 15, 2025
Q: If I hold NBIS and NVDA am I concentrating the same sector? My understanding is that NBIS owns hardware and "rents" or sells the use of that hardware. Who completes with NBIS? Is it Amazon and Google?

These seem, individually, as great companies but if AI sentiment shifts or another game-changing breakthrough happens it could be painful. Thoughts?
Read Answer Asked by Marilou on September 15, 2025
Q: I know both are spinoffs from CSU and involved in “vertical” software. And both have done well.

What is the difference between the 2 companies?
Do they compete against each other in any way?
Which of the 2 should have the better growth prospects?

Thanks.
Read Answer Asked by Donald on September 15, 2025
Q: Hi Guys

What were your thoughts on Adobe earnings and conference call yesterday, if you had a chance to hear it. Do you think the the quarter was one where there is a more positive view on Adobe's place in the Ai world going forward? Would you be a buyer at these levels?

Much thanks

Stuart
Read Answer Asked by Stuart on September 12, 2025
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