Q: What's going on with nvda is it time to sell.
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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: How is todays news going to effect nvda stock going forward.
Q: Hi all
NVDA has been restricted from buying chips from China. What US (OR other country..) chip companies may benefit from NVDA buying elsewhere?
Much thanks
NVDA has been restricted from buying chips from China. What US (OR other country..) chip companies may benefit from NVDA buying elsewhere?
Much thanks
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Amazon.com Inc. (AMZN $222.04)
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Meta Platforms Inc. (META $733.27)
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Alphabet Inc. (GOOG $251.34)
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Microsoft Corporation (MSFT $517.66)
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NVIDIA Corporation (NVDA $181.12)
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Super Micro Computer Inc. (SMCI $54.82)
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Vertiv Holdings LLC Class A (VRT $174.80)
Q: I am interested in getting into the AI sector. What are your suggestions for something reliable and affordable?
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Adobe Inc. (ADBE $357.55)
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Microsoft Corporation (MSFT $517.66)
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NVIDIA Corporation (NVDA $181.12)
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Salesforce Inc. (CRM $263.42)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $122.29)
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Constellation Software Inc. (CSU $3,678.31)
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Descartes Systems Group Inc. (The) (DSG $136.42)
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Veeva Systems Inc. Class A (VEEV $289.84)
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The Trade Desk Inc. (TTD $53.92)
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Synopsys Inc. (SNPS $459.04)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.53)
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CrowdStrike Holdings Inc. (CRWD $503.95)
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Mitek Systems Inc. (MITK $9.69)
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Topicus.com Inc. (TOI $139.76)
Q: I understand that information technology stocks maybe "cyclical". Like for example, TTD may be more cyclical because it leans into communication for retail stocks. But for many, I'm having a difficult time deciding whether the above stocks are heavily, moderately or lightly cyclical. Please let me know how you would rate them for these 3 categories. Thanks for the help and please deduct credit that you consider is right for the work needed to answer my question.........Tom
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Adobe Inc. (ADBE $357.55)
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NVIDIA Corporation (NVDA $181.12)
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QUALCOMM Incorporated (QCOM $168.83)
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INVESCO QQQ Trust (QQQ $611.38)
Q: I would appreciate your help with an investment decision.
I own Qcom and I’m down about 40%.
As you pointed out in answering a recent question the PE makes it look cheap. It’s got a decent dividend Howe.
However, it doesn’t seem to be or have any momentum,
Would I be better off selling QCOM and adding to either or both NVDA or Adobe both of which are up nicely.
Alternatively, would I be better off just buying an ETF for safety and diversification.
Thank you for your help.
I own Qcom and I’m down about 40%.
As you pointed out in answering a recent question the PE makes it look cheap. It’s got a decent dividend Howe.
However, it doesn’t seem to be or have any momentum,
Would I be better off selling QCOM and adding to either or both NVDA or Adobe both of which are up nicely.
Alternatively, would I be better off just buying an ETF for safety and diversification.
Thank you for your help.
Q: Good morning,
Now a few weeks after this highly anticipated IPO ARM holdings, would you look at this as a good play towards the Ai and global chips market.? How is this company and Nvidia connected if at all? What is a price that would be a screaming buy in your opinion? I own Nvidia already with a hefty profit, I was thinking to sell some and buy ARM just want to know who you think has better lift in this exciting space.
Thanks
Now a few weeks after this highly anticipated IPO ARM holdings, would you look at this as a good play towards the Ai and global chips market.? How is this company and Nvidia connected if at all? What is a price that would be a screaming buy in your opinion? I own Nvidia already with a hefty profit, I was thinking to sell some and buy ARM just want to know who you think has better lift in this exciting space.
Thanks
Q: Someone told me rumors about Microsoft planning to announce they are making semiconductor chips soon, and would cause the price of Nvda to drop. How reliable are those rumors and should I act on them? How do you see Nvda compared to google or Microsoft or apple, in terms of risk and long term potential?
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Apple Inc. (AAPL $262.77)
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Amazon.com Inc. (AMZN $222.04)
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Microsoft Corporation (MSFT $517.66)
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NVIDIA Corporation (NVDA $181.12)
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Constellation Software Inc. (CSU $3,678.31)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $227.96)
Q: Everyone, I own the above stocks and I have had them for many years. Under what conditions would you sell them individually or collectively. My investing philosophy is to own the best of the best and hold them forever. Clayton
Q: What is your opinion on ON Semiconductor. What is its forward multiple and growth prospects in this market. Are there other stocks in the sector that you prefer. Thanks for the info.
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Apple Inc. (AAPL $262.77)
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Amazon.com Inc. (AMZN $222.04)
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Alphabet Inc. (GOOG $251.34)
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Microsoft Corporation (MSFT $517.66)
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NVIDIA Corporation (NVDA $181.12)
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Pure Storage Inc. Class A (PSTG $90.86)
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Vertiv Holdings LLC Class A (VRT $174.80)
Q: Everyone. AI is at the beginning of a great breakout in many industries. AI is in exponentially growth period and the early adopters will benefit but the biggest beneficiaries are yet to be identified. I didn’t understand the benefits of MSFT or APPL in their pre-real growth stages. Will AI change the stock market in a profound way the humans will not be involved ie the human stock pickers. What tech areas should I look for be looking for or are they in my view already? Should we believe in the large cap tech stocks will continue to lead, or buy, the AI technology revolution? Clayton
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Apple Inc. (AAPL $262.77)
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Amazon.com Inc. (AMZN $222.04)
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Meta Platforms Inc. (META $733.27)
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Alphabet Inc. (GOOG $251.34)
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Microsoft Corporation (MSFT $517.66)
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Netflix Inc. (NFLX $1,241.35)
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NVIDIA Corporation (NVDA $181.12)
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Ford Motor Company (F $12.58)
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Oracle Corporation (ORCL $275.19)
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Tesla Inc. (TSLA $442.60)
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Advanced Micro Devices Inc. (AMD $238.03)
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NIO Inc. American depositary shares each representing one Class A (NIO $6.80)
Q: I am heavy into Tech with most weight in NVDA @ Avg. of $222. All good stocks/COs...Should I be worried? About which ones?
Many Thanks!
Many Thanks!
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Intuit Inc. (INTU $675.04)
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NVIDIA Corporation (NVDA $181.12)
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Booking Holdings Inc. (BKNG $5,286.00)
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Salesforce Inc. (CRM $263.42)
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Constellation Software Inc. (CSU $3,678.31)
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WSP Global Inc. (WSP $282.12)
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Parkland Corporation (PKI $39.69)
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Alimentation Couche-Tard Inc. (ATD $73.81)
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EQB Inc. (EQB $88.36)
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Blackstone Inc. (BX $161.43)
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Arthur J. Gallagher & Co. (AJG $279.01)
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Berkshire Hathaway Inc. (BRK.B $491.29)
Q: Hi team,
Which Canadian and U.S. stocks do you see as presently having positive momentum leading to strong growth in a near future ?
Have a good day,
Jacques IDS
Which Canadian and U.S. stocks do you see as presently having positive momentum leading to strong growth in a near future ?
Have a good day,
Jacques IDS
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Apple Inc. (AAPL $262.77)
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Amazon.com Inc. (AMZN $222.04)
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Costco Wholesale Corporation (COST $937.50)
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Alphabet Inc. (GOOGL $250.46)
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Intel Corporation (INTC $38.12)
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Microsoft Corporation (MSFT $517.66)
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NVIDIA Corporation (NVDA $181.12)
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McDonald's Corporation (MCD $307.45)
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Visa Inc. (V $347.07)
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Walmart Inc. (WMT $106.23)
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Constellation Software Inc. (CSU $3,678.31)
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Tourmaline Oil Corp. (TOU $60.97)
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WSP Global Inc. (WSP $282.12)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $227.96)
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Tesla Inc. (TSLA $442.60)
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Advanced Micro Devices Inc. (AMD $238.03)
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Sprott Physical Gold Trust (PHYS $43.45)
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Baytex Energy Corp (BTE $2.21)
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Boyd Group Services Inc. (BYD $212.17)
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Topicus.com Inc. (TOI $139.76)
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Lumine Group Inc. (LMN $36.30)
Q: Hi group please indicate in what order and at what entry price would you add to the above stocks. Only comment on the top 10 out of above list (i have a 100k to spend would you go all in now or wait until markets settle Thanks for your help with this decision
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Broadcom Inc. (AVGO $342.66)
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Cisco Systems Inc. (CSCO $70.72)
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NVIDIA Corporation (NVDA $181.12)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $294.51)
Q: I have done very well with AVGO as a long-term hold in my RRIF but the recent speculation about GOOGL's intention to phase out AVGO chips and replace them with its own design has made me nervous. AAPL has been doing this too, so it makes me wonder if it is time to sell at least a part of my holding. What other semiconductor maker would be less prone to "taking in-house" risks? CSCO maybe? It is clear that both AVGO and CSCO have been and are making big acquisitions in the software space to diversify away from semiconductor risk: this makes me wonder if I should just stay the course and trust AVGO management? As always, I value your opinion.
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Intel Corporation (INTC $38.12)
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NVIDIA Corporation (NVDA $181.12)
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QUALCOMM Incorporated (QCOM $168.83)
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Advanced Micro Devices Inc. (AMD $238.03)
Q: On BNN Kim Bolton chose it as a top pick saying it is coming out with chips which will compete with NVDA, and will use less power. Do you have any information regarding this? What do you think of INTC
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Intuitive Surgical Inc. (ISRG $462.74)
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NVIDIA Corporation (NVDA $181.12)
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Global X Robotics & AI Index ETF (RBOT $34.34)
Q: Hi team, RBOT
I have been holding this robotics and AI etf for several years and noted that it somehow managed to completely bypass the rallies in both. Any comments here and guidance of future steps?
Thanks.
I have been holding this robotics and AI etf for several years and noted that it somehow managed to completely bypass the rallies in both. Any comments here and guidance of future steps?
Thanks.
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NVIDIA Corporation (NVDA $181.12)
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Advanced Micro Devices Inc. (AMD $238.03)
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Super Micro Computer Inc. (SMCI $54.82)
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ASML Holding N.V. (ASML $1,025.02)
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C3.ai Inc. Class A (AI $18.23)
Q: I am looking for growth stocks in the cpu/GPU/AI realm.
Is it too late to get into SMCI at $250?
In what order would you buy NVDA, SMCI, AMD and ASML? Please include other names which you think are worth considering in this space.
Thanks
Is it too late to get into SMCI at $250?
In what order would you buy NVDA, SMCI, AMD and ASML? Please include other names which you think are worth considering in this space.
Thanks
Q: ARM Holdings Any thoughts on this IPO? Is it too risky to start a position.
Thank you
Gordo
Thank you
Gordo
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Alphabet Inc. (GOOG $251.34)
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NVIDIA Corporation (NVDA $181.12)
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Booking Holdings Inc. (BKNG $5,286.00)
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Salesforce Inc. (CRM $263.42)
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Berkshire Hathaway Inc. (BRK.B $491.29)
Q: If you could buy only 5 stocks in Canada and 5 stocks in the US could I please have your ideas? No regard to sector diversification etc. simply looking for 5 best ideas in each country
Thaks
Thaks