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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: Hello Team,

What do you think of PL and its valuation now. The stock has been on a tear. Is it still burning through too much cash? How far are they from profitability? What rating do give their balance sheet? Would you invest in it today despite its very high valuation? Or will you wait for it to consolidate? Do you think that will happen after the War with Iran?

Would FLY be a good compliment to PL, given the increased interest in all things space? Or would invest in one only?

I appreciate your unbiased insight, Always! :)
Read Answer Asked by Saeed on April 24, 2026
Q: Hello,

I have a relatively small position in UIpath Inc. and the stock price is now down about 40% since I purchased it.

Might it be time to move on, and if so, how would you rank the following in terms of potential replacements: OUST, ENS, FLY, ONDS.

Thanks very much,

Brad
Read Answer Asked by Bradley on April 24, 2026
Q: Hi, I have 7% BN and 1% KKR, BX & ISRG each. With ISRG/BX first quarter results out , i am thinking of bumping up from 1% to half position. Your suggestions please. Thanks S
Read Answer Asked by S on April 24, 2026
Q: Hello 5I.
I would like to sell ISRG and IBIT and buy AAPL. I'm in a loss position on both ISRG and IBIT and can use the cap loss. And I like CEO change at AAPL. Any thoughts?

Carl
Read Answer Asked by Carl on April 23, 2026
Q: I have a small amount of money to invest in a speculative stock. I have half positions in MU and NBIS. Should I top one or both of these up, or would you start a quarter position in FLY or TER? Thanks
Read Answer Asked by Gordon on April 22, 2026