Detailed Quote
Questions on this company?
Become a Member
Company Profile
Interactive Chart
Key Ratios
Earnings
Analyst Recommendations
5i Recent Questions
-
Broadcom Inc. (AVGO)
-
Microsoft Corporation (MSFT)
-
NVIDIA Corporation (NVDA)
-
Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
-
Arm Holdings plc (ARM)
-
Nebius Group N.V. (NBIS)
Q: Good Day,
I'm a current holder of NVDA. These other names are down 30 - 50%, and IF one were to want to add another of these, what order would you rank them, highest to lowest? Can you please comment a bit on each one including a good price target to buy at, expected growth rates, and, as much as your crystal ball can predict Agent Orange, How much more downside would you anticipate in this space this year? Will solid performing companies eventually just perform their way out of these dips in spite of him? Or will multiple compression from uncertainty continue to plague the markets until he's out of office/gets reined in?
Secondly, on the broader market, with next weeks tarriffs looming, would you trim a few positions, even if they were on position sizes that matched your size/risk profile, to have some extra powder dry for the anticipated overreaction? It feels like so much uncertainty is "priced in", but most things still drive lower when the event that was priced in happens.
I'm a current holder of NVDA. These other names are down 30 - 50%, and IF one were to want to add another of these, what order would you rank them, highest to lowest? Can you please comment a bit on each one including a good price target to buy at, expected growth rates, and, as much as your crystal ball can predict Agent Orange, How much more downside would you anticipate in this space this year? Will solid performing companies eventually just perform their way out of these dips in spite of him? Or will multiple compression from uncertainty continue to plague the markets until he's out of office/gets reined in?
Secondly, on the broader market, with next weeks tarriffs looming, would you trim a few positions, even if they were on position sizes that matched your size/risk profile, to have some extra powder dry for the anticipated overreaction? It feels like so much uncertainty is "priced in", but most things still drive lower when the event that was priced in happens.
Q: I would like to add NVDA to my portfolio. What should I be considering in a choice between NVDA:CA and NVDA:US.
Thanks.
Thanks.
Q: In the case of a recession confirmed during the next 12-18 month how do you anticipate the impact on the ai sector and specifically on these stocks?
Thank you very much in advance
Thank you very much in advance
Insiders
Share Information
SEC Filings
News and Media