Q: A lead article in the NYT this morning stated that NVDA and AMD are expected to pay 15% of the money they take in from selling AI chips to China. It appears to be the price they must pay to do business with China. There is some concern about security issues. I would appreciate your take on this news,
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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: Crypto is up and the market is strong yet this one has performed poorly since they executed that big bitcoin sale. Am I being impatient or is there a reason to sell and move onto something that is performing better right now? I realize that the stock is up huge on the year - unfortunately I bought after the gain and am now a bag holder (down 13%). Thanks,
Jason
Jason
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Microsoft Corporation (MSFT $409.43)
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Advanced Micro Devices Inc. (AMD $449.70)
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Nebius Group N.V. (NBIS $221.15)
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CoreWeave Inc. (CRWV $114.22)
Q: Hi,
I'd love to hear your thoughts on how you think CRWV will fair on next weeks earnings. A lot of analysts seem to have it on 'hold' and I'm not sure that's just due to earnings being close, or lack of confidence in the stock.
Many thanks for all you're insight!
I'd love to hear your thoughts on how you think CRWV will fair on next weeks earnings. A lot of analysts seem to have it on 'hold' and I'm not sure that's just due to earnings being close, or lack of confidence in the stock.
Many thanks for all you're insight!
Q: Your current view on Astera Labs please following this recent quarter.
Q: Your thoughts on the quarter? The share price seems to be rocketing today.
Q: I want to protect my gains and I want also to continue to be invested in this company. What kind of simple strategy you would suggest. To be clearest as possible, can you use the true digits of this company. It happen to me some times to buy call options in the past but I am far being an expert in options strategies.
Thank you very much in advance
Thank you very much in advance
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Fortinet Inc. (FTNT $121.86)
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Palo Alto Networks Inc. (PANW $238.21)
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CrowdStrike Holdings Inc. (CRWD $579.95)
Q: Is there an opportunity to take advantage of the recent pullbacks in cybersecurity stocks, such as CRWD, PANW, and FTNT,? Given the time of year, might it be better to wait for further declines? Would CRWD still be your favourite?
Q: I would like to reiterate the big thank you for this name. I would never have considered it but for your service. Based on your comments, I took a large position which has worked out extremely well. Thank you!
Jason
Jason
Q: I know there is no news on CSU which reports tomorrow. It is sitting on its 200 day moving average and is the third time this year it has had a sell off to this level (actually Liberation Day (April) it fell through the 200 day), only previously to make a strong comeback. Are you concerned CSU is missing the AI craze with its long time tested acquisition strategy? Is it the Adobe of the TSX (ie. great business but not sufficiently relevant in AI)? Thanks so much.
Q: MRVL is said to have a attractive future in AI but has not participated in the recent rally. Can you provide your thoughts on its finances, area of specialization and future prospects, please.
Q: Can you provide some background to the big drop in Fortinet today please.?
Q: Any new thoughts commentary on CSU ……?
Q: Hi Would you initiate a new position in Nvidia now? This would be for a hold for a minimum of three years. thanks.
Q: Could you report on the Q release. What numbers do you feel are most important for evaluating KXS ?
Are you comfortable holding a full position after viewing KXS 2nd Q?
Are you comfortable holding a full position after viewing KXS 2nd Q?
Q: Can you comment on earnings. Seemed generally ok but some slight misses compared to expected. Don’t understand the big drop on Wednesday.
Q: I believe reports tomorrow. It's down over $9 at 1pm Wednesday. Any news to explain this? Does someone know something that will be public tomorrow? I note volume isn't huge but it's still a big drop. Thoughts?
Q: Hi 5i, Any news regarding today's pop in Apple? Thx.
Q: Earnings look very good. Can you comment after the call with emphasis on what the key strengths are and what potential dangers might be going forward. It seems they are the complete masters in their field and aren't resting on past performances.
Q: Can you provide an updated opinion and stock price target for MDA.
Q: I know the conference call has not occurred yet, but can I please get initial comments on earnings.