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Super Micro Computer Inc. (SMCI $58.68)
- $58.68 P/E (TTM): 32.51X Cap: $34.87B
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Q: We hold most of the 5i Balanced and some of the income portfolio stocks plus the fallowing us stocks. amzn, brk.b, cost, goog, isrg, lly, msft, nvda, smci, vrt, v. Berkshire is over 8% and the others are 5% please suggest a couple of us names to add to this portfolio. or any to trim. ( US is a growth portfolio ).
Thank you for your superb service over more than 10 years. Ian
Thank you for your superb service over more than 10 years. Ian
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Super Micro Computer Inc. (SMCI $58.68)
- $58.68 P/E (TTM): 32.51X Cap: $34.87B
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Nebius Group N.V. (NBIS $122.00)
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Q: If I hold NBIS and NVDA am I concentrating the same sector? My understanding is that NBIS owns hardware and "rents" or sells the use of that hardware. Who completes with NBIS? Is it Amazon and Google?
These seem, individually, as great companies but if AI sentiment shifts or another game-changing breakthrough happens it could be painful. Thoughts?
These seem, individually, as great companies but if AI sentiment shifts or another game-changing breakthrough happens it could be painful. Thoughts?
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Super Micro Computer Inc. (SMCI $58.68)
- $58.68 P/E (TTM): 32.51X Cap: $34.87B
- View SMCI Profile
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Nebius Group N.V. (NBIS $122.00)
- $122.00 Cap: $29.04B
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Q: Hi 5I
I own both SMCI and NBIS. I’ve done very well with both, but my question is is about moving some or all funds from SMCI to NBIS for the reason NBIS may be a much better company.
Volatility doesn’t bother me, just looking at potential end results. Thanks very much for putting me on these two names as I’ve very well
Maurice
I own both SMCI and NBIS. I’ve done very well with both, but my question is is about moving some or all funds from SMCI to NBIS for the reason NBIS may be a much better company.
Volatility doesn’t bother me, just looking at potential end results. Thanks very much for putting me on these two names as I’ve very well
Maurice
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