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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: 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?
Read Answer Asked by Adam on May 15, 2026
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.
Read Answer Asked by Austin on May 15, 2026
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
Read Answer Asked by Bryan on May 15, 2026
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!
Read Answer Asked by Keith on May 14, 2026
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 .....
Read Answer Asked by Garth on May 14, 2026
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?
Read Answer Asked by jean on May 13, 2026
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
Read Answer Asked by Adam on May 13, 2026
Q: What are your thoughts on the Service Now, META and Turning Point Brands? Buying opportunity at current levels?
Read Answer Asked by Madhur on May 13, 2026
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
Read Answer Asked by David on May 13, 2026