Q: Can you do a head to head comparison between VRT and ANET as for as which one you would prefer going forward and why? Does one have a bigger risk of something going wrong (Yup I'm talking about you SMCI) than the other?
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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.
- Applied Materials Inc. (AMAT)
- Broadcom Inc. (AVGO)
- Micron Technology Inc. (MU)
- QUALCOMM Incorporated (QCOM)
- Atlassian Corporation (TEAM)
- ON Semiconductor Corporation (ON)
- Arista Networks Inc. (ANET)
- Marvell Technology Inc. (MRVL)
- Super Micro Computer Inc. (SMCI)
- Dell Technologies Inc. Class C (DELL)
- Vertiv Holdings LLC Class A (VRT)
- Infineon Technologies AG ADR (IFNNY)
Q: How would you rank the following Ai-related companies (best first) with an outlook of at least a year or two?
VRT, SMCI, DELL, ANET, MU, MRVL, AMAT, QCOM, AVGO, IFNNY, ON, TEAM
VRT, SMCI, DELL, ANET, MU, MRVL, AMAT, QCOM, AVGO, IFNNY, ON, TEAM
- Meta Platforms Inc. (META)
- Align Technology Inc. (ALGN)
- The Trade Desk Inc. (TTD)
- Arista Networks Inc. (ANET)
- Rocket Companies Inc. Class A (RKT)
- Palantir Technologies Inc. (PLTR)
- UWM Holdings Corporation Class A (UWMC)
- monday.com Ltd. (MNDY)
Q: Good evening,
I am relatively new to options and would like to buy either a straddle or a strangle (using options with around 500 days til expiration). Would it be possible to get a list of maybe 5-10 companies for which the implied volatility is significantly lower than the historic volatility? Also what other factors would you look for in a company that you are doing a straddle/strangle on?
Thank you very much,
Aidan
I am relatively new to options and would like to buy either a straddle or a strangle (using options with around 500 days til expiration). Would it be possible to get a list of maybe 5-10 companies for which the implied volatility is significantly lower than the historic volatility? Also what other factors would you look for in a company that you are doing a straddle/strangle on?
Thank you very much,
Aidan
- Apple Inc. (AAPL)
- Adobe Inc. (ADBE)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Celestica Inc. (CLS)
- Arista Networks Inc. (ANET)
- Pure Storage Inc. Class A (PSTG)
- Super Micro Computer Inc. (SMCI)
- Dell Technologies Inc. Class C (DELL)
- CrowdStrike Holdings Inc. (CRWD)
- Vertiv Holdings LLC Class A (VRT)
- Palantir Technologies Inc. (PLTR)
- C3.ai Inc. Class A (AI)
Q: Hello, Currently I hold NVDA, Meta, Google, and Palantir stocks in the tech sector. Could you recommend additional stocks that would complement my portfolio during this AI boom? Thank you.
Q: Can I get 5i's updated view on ANET. It had reported updated earnings a few days ago. How does its valuation compare to other AI-related stocks?
- NVIDIA Corporation (NVDA)
- Arista Networks Inc. (ANET)
- Super Micro Computer Inc. (SMCI)
- Dell Technologies Inc. Class C (DELL)
- Vertiv Holdings LLC Class A (VRT)
Q: Hi
Thank you for your assistance with my portfolio style questions. I am looking at a company, Vertiv? What are their prospects, would this be a good stock to invest for the next 5 years and are there similar stocks that may be better purchases?
Thanks, Len
Thank you for your assistance with my portfolio style questions. I am looking at a company, Vertiv? What are their prospects, would this be a good stock to invest for the next 5 years and are there similar stocks that may be better purchases?
Thanks, Len
- NVIDIA Corporation (NVDA)
- Arista Networks Inc. (ANET)
- Cadence Design Systems Inc. (CDNS)
- Super Micro Computer Inc. (SMCI)
- Vertiv Holdings LLC Class A (VRT)
Q: What are top 5 AI stocks you recommend please?
- Autodesk Inc. (ADSK)
- Broadcom Inc. (AVGO)
- Alphabet Inc. (GOOG)
- ISHARES TRUST (XT)
- Novo Nordisk A/S (NVO)
- Advanced Micro Devices Inc. (AMD)
- Arista Networks Inc. (ANET)
- Cadence Design Systems Inc. (CDNS)
- CrowdStrike Holdings Inc. (CRWD)
Q: In a high growth portfolio I hold the following US stocks: CRWD, GOOGL, NVO, Uber and the ETF XT. I think I would like to replace the ETF XT with a single growth stock. XT has done okay for me in that it has doubled but that took nearly 10 years. Can you recommend a faster growing US stock that would be a good fit?
Thank you.
David
Thank you.
David
- Applied Materials Inc. (AMAT)
- NVIDIA Corporation (NVDA)
- Celestica Inc. (CLS)
- Arista Networks Inc. (ANET)
- Cadence Design Systems Inc. (CDNS)
- Super Micro Computer Inc. (SMCI)
- Datadog Inc. (DDOG)
- Vertiv Holdings LLC Class A (VRT)
- Palantir Technologies Inc. (PLTR)
- Arm Holdings plc (ARM)
Q: Can you please prioritize the top 10 up and coming AI stocks for future growth?
- Intel Corporation (INTC)
- NVIDIA Corporation (NVDA)
- Hewlett Packard Enterprise Company (HPE)
- Advanced Micro Devices Inc. (AMD)
- Nutanix Inc. (NTNX)
- Arista Networks Inc. (ANET)
- Super Micro Computer Inc. (SMCI)
- Vertiv Holdings LLC Class A (VRT)
Q: EDGE AI - which stocks are aligned with EDGE AI? In your view, is this an important next step in the evolution of AI?
Q: AVGO Thoughts on the quarter? If I'm reading things correctly, they bean expectations, but it still sold off after hours. Still a buy?
Q: Motley Fool published its Top 10 stocks to buy now/ as of January
I have followed most of them for too long …..watching them go up. So, for me its buy now or wait for pullbacks which hasn’t worked so far.
My 4 favourites of the 10 are: Meli #1….NOW #2…ANET #7…TSLA …#3
Can I have 5i’s perspective please. Thank you.
I have followed most of them for too long …..watching them go up. So, for me its buy now or wait for pullbacks which hasn’t worked so far.
My 4 favourites of the 10 are: Meli #1….NOW #2…ANET #7…TSLA …#3
Can I have 5i’s perspective please. Thank you.
- Broadcom Inc. (AVGO)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- JPMorgan Chase & Co. (JPM)
- Mastercard Incorporated (MA)
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Advanced Micro Devices Inc. (AMD)
- Palo Alto Networks Inc. (PANW)
- Arista Networks Inc. (ANET)
- Cadence Design Systems Inc. (CDNS)
- Super Micro Computer Inc. (SMCI)
- Vertiv Holdings LLC Class A (VRT)
Q: JPM has had a decent run but I'm thinking of swapping it for Mastercard. Can I get your thoughts please?
Palo Alto has also been terrific, but I'm trying to add more AI into my portfolio. I'd like to sell it and find a new name, CDN or US. I own MSFT, AAPL, Salesforce, GOOG, Meta, NVDA, Constellation, Shopify and Kinaxis. I was thinking of Taiwan Semi, AMD or Broadcom, but can I get your thoughts please?
Palo Alto has also been terrific, but I'm trying to add more AI into my portfolio. I'd like to sell it and find a new name, CDN or US. I own MSFT, AAPL, Salesforce, GOOG, Meta, NVDA, Constellation, Shopify and Kinaxis. I was thinking of Taiwan Semi, AMD or Broadcom, but can I get your thoughts please?
- Bank of America Corporation (BAC)
- Citigroup Inc. (C)
- Deere & Company (DE)
- Danaher Corporation (DHR)
- Honeywell International Inc. (HON)
- JPMorgan Chase & Co. (JPM)
- Thermo Fisher Scientific Inc (TMO)
- Palo Alto Networks Inc. (PANW)
- Arista Networks Inc. (ANET)
- Zscaler Inc. (ZS)
- Crocs Inc. (CROX)
- Synopsys Inc. (SNPS)
- SPS Commerce Inc. (SPSC)
- CrowdStrike Holdings Inc. (CRWD)
- iShares Core S&P Small-Cap ETF (IJR)
- Shift4 Payments Inc. Class A (FOUR)
- IJTiShares S&P Small-Cap 600 Growth ETF (IJT)
Q: The magnificent 7 have had a nice run in 2023. Assuming that the market is broadening out, can you suggest around 5 to 10 US stocks and/or ETFs where money is rotating to. Medium risk stocks. Also what sectors should benefit in the next phase of the economic cycle?
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOGL)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- International Business Machines Corporation (IBM)
- Advanced Micro Devices Inc. (AMD)
- Arista Networks Inc. (ANET)
- Cadence Design Systems Inc. (CDNS)
- Synopsys Inc. (SNPS)
Q: Can you provide a list of top companies to play the AI phenom.
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Tesla Inc. (TSLA)
- Arista Networks Inc. (ANET)
- Cadence Design Systems Inc. (CDNS)
- Synopsys Inc. (SNPS)
Q: Recently watched the Blackberry move and it was excellent. We know how things ended but they had a good run when they were winning but missed where the market was heading. Looking back over years there was the PC/Internet revolution followed by the mobile/smartphone revolution and now what appears to be the AI revolution. In hindsight buying and holding Microsoft, Apple, Google, Nvidia etc made sense. With AI the next frontier what stocks do you think will be the next big winners; same names as the past or are there new names we should investing in?
Q: Hi 5i team
I have 15% Workday in my RRIF in USD. I am thinking of trimming down and adding 3 more USD positions. Can you suggest a few USD companies for Growth over a 3-5 year hold ?
Thanks Linda
I have 15% Workday in my RRIF in USD. I am thinking of trimming down and adding 3 more USD positions. Can you suggest a few USD companies for Growth over a 3-5 year hold ?
Thanks Linda
Q: Is it valid to compare networks as being the "roadway infrastructure" in technology? How much of a moat does ANET have?
Q: any particular reason for the relatively large decline today?
- Arista Networks Inc. (ANET)
- Super Micro Computer Inc. (SMCI)
- Coherent Corp. (COHR)
- Fabrinet (FN)
- Credo Technology Group Holding Ltd (CRDO)
Q: Looking for "early winners" in "picks and shovels" for AI. Please rank among listed [FN COHR CRDO ANET SMCI] or others at current prices with what you like most about potential