Q: The first questions on PLTR appear in October 2020. At that time the response in general terms could be characterized as “we like it but it is expensive, there is sole party risk…take a small position”. The latest response is quite similar but of course the company is much more widely held.
Today the stock dropped at opening by 5% on high volume, likely some panic selling. By 2pm the stock is down by 2% so it’s climbing up off it’s lows.
My question: has the risk factor on PLTR increased since Oct 2020?
If I have mis-characterized 5i’s position please do not hesitate to correct me.
I do not own the stock but am mulling it over even though the AI sector seems to be weak.
One follow-up question: If NVDA reports good numbers will it raise all AI stocks?
Thanks,
Jim

Q: Would you agree that an investor has to buy things that are speculative in order to find multi baggers early on? People who were early to the AI market likely had several go to zero and don't care if they hit on Nvidia as an example. I'm asking because I know that Google is in the Quantum field but should an investor consider a basket of stocks like IONQ, D-Wave, Quantum Emotion and BTQ knowing that some will be worthless and some may sky rocket? If an investor was willing to effectively gamble on $10,000 would you concentrate your bet or spread it around? Lastly, which are your three best bets among those I listed?

Thanks

Q: The dynamic of how business operates in the US has continued to change and there are now new creative
few structures being charged for international
business, most notably this week to American chip manufacturers for exporting to China. To what degree do you see potential for Canadian companies to be hamstrung for US operations in new creative ‘pay-to-play’ ways? It seems increasingly possible that anything is possible, especially where it doesn’t directly impact the US voter base.