Investment Q&A

Q: Good morning,

With NRG, VST and its peers having a pull back. What are your current rankings and favourites in this space to initiate today?

Q: Please provide your opinion on RVI and then rank it with the others for exposure to SpaceX, OpenAI and other Huge IPOs about to hit the Market. Thanks kindly for you outstanding service.

Q: I know you generally like IPOs to settle before investing but curious what you think of Cerebras now that it has priced its IPO and expects to begin trading tomorrow.
Thanks

Q: Hi,

I want to own the highest quality stocks and let them compound over time. At the same time, I like to take some shots at some high growth fliers (which may or may not work out). You often in the past talked about high grading a portfolio, can you give some more colour around this and your process.

1. How often should one look for these opportunities or is it always on the radar?

2. Do you swap in the same sector?

3. Does this follow the saying "water your flowers and cut the weeds"?

4. Can you give a recent example of a time you did this and what did you swap? For example, would you cut/trim HOOD and add/buy IBKR?

Thank you!

Q: The report of QUBT:US seems good. I want to start a position.
I need your opinion about the company.

Q: NBIS has been nothing short of spectacular and have done well. After the recent quarter whats your outlook and this keep moving upwards? seems like they have a lot of tailwinds

Q: Is there a cdr for this stock?

Q: DRAM has only been around since March 30 . And I notice today it is up close to 5% whereas MU is up 3% ..... In a very short history { one month } has DRAM consistently out performed MU ? And if so what do you attribute it to ? I notice that their makeup includes derivatives though I have no idea how that influences the price of the ETF ? ...... But If DRAM which is a diversified memory ETF out performs MU .... Why would I even consider buying MU ? ..... Thanks for your terrific service .....

Q: Do you think these funds are good to own? What are the pros and cons?
What are the mer rates?

Patti

Q: Would you buy DRAM or MU for short term (1 or 2 years) and potential for greatest return. DRAM gives some diversification and exposure to Asian memory stocks, but is MU valuation (PE forward ratio) still too good to pass up ?

Q: Thoughts on Innodata? I was fortunate to get in before its 100% jump. What is an exit plan or does this have legs to hold?

Q: Axon a good earnings moved up 10% then deflated lower than it was. Tax loss yes, but buy back in 30 days? down almost 30%.
your present view on it?

Thanks!

Q: What do you think of FLUT, would you keep holding?

Q: I am looking to validate a long-term investment thesis (3 to 5 years) on ServiceNow.
Here is my reasoning:
Jensen Huang consistently cites ServiceNow as the perfect example of his thesis that SaaS companies will become GaaS companies (Generative Agent as a Service). NVIDIA itself uses ServiceNow internally, and the two companies just launched Project Arc together at the Knowledge 2026 conference. Huang predicts that the large organizations of the future will “run on ServiceNow.”
What convinces me fundamentally:

ServiceNow is already embedded in 85-90% of Fortune 500 companies

Switching costs are nearly prohibitive (data, workflows, employee training)

Their AI product Now Assist has already surpassed $600M in ACV and is targeting $1.5B by end of 2026

Management is targeting $30B+ in subscription revenue by 2030, roughly doubling current levels

The stock is down approximately 40% in 2026, which could represent an attractive entry point

My questions

Do you share this long-term thesis on ServiceNow?

Does the ~40% decline in 2026 represent a buying opportunity, or are there structural risks I may be underestimating?

Q: Corning seems to be getting a lot of positive press recently along with the investment from Nvidia. What are your current thoughts on GLW? Thanks!

Q: Hey sorry I asked a question about CELH just a few hours ago. Please add this commentary under the same question. I just wanted to add a point as I was asking for your thoughts on CELH pullback. Some investors are claiming the pullback is due to Celsius branded drinks only growing 6%, while Alani Nu grew much more. They are questioning the original comments from mgmt that Alani and Celsius only had about 15% customer overlap. But it seems that Celsius brand is being way more cannibalized, and likely competition impacts, but overall Celsius brand drinks has lost it high growth that the company has been priced on. Can you add your thoughts on this thesis and is CELH still a hold in the face of these issues? Thx

Q: How material is the Clarifai news? What are the strategic implications? Does this create opportunities in a larger TAM with recurring mid/long term profitable revenue?

Q: Next in the AI stack? Legitimate company and increase in stock price ?

Q: What are your thoughts on the Service Now, META and Turning Point Brands? Buying opportunity at current levels?

Q: Good morning I have 2 laggards in my unregistered US account. Microsoft and Robinhood. I've taken profits in both when at higher valuations. Would you endorse a switch to Micron and provide suggestion for a solid dividend payer as well ?
Thanks in advance.
David