Q: Would you prefer TLN o GEV for a long term hold? There is quite a difference in P/E.
Q: I own these three companies currently, and am having a challenge, keeping my mind about me given their waterfall declines. Given what’s happening in the world today would you continue to hold the stocks or would you just cut your losses and try and live another day?
Especially after Dan Ives claimed the tariffs will be a Armageddon for technology companies
What are your thoughts?
Sheldon
Especially after Dan Ives claimed the tariffs will be a Armageddon for technology companies
What are your thoughts?
Sheldon
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NextEra Energy Inc. (NEE)
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Quanta Services Inc. (PWR)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Vistra Corp. (VST)
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Talen Energy Corporation (TLN)
Q: Hello 5i,
Your reply to Mike’s question on affects of DeepSeek was bang on. There is a lot of missing information on GPU’s, heat reduction, capability during high volume, etc, though to their credit the programmers may have found a new way to look at data which may be all that general users require.
BUT, let’s be clear, they could not have progressed without Western ingenuity and the Chinese government encouragement to steal western code and technology over and over again.
Our thoughts: Data centres are coming with the evolution of hardware. The Blackwell GPU may be ahead of its time and that is a risk for NVDA and to some degree VRT. We think NVDA missed an opportunity for extended longevity by announcing Blackwell too early.
Electrical grids require updating to be efficient with changing climate activities and technology regardless of data centres so we will chip away at a few stocks. If you assess the need for electricity from data centres at 50% of what it was projected and infrastructure improvements, what would be your top 5 stocks to purchase today?
Thank you for your advice over all these years
D&J
Your reply to Mike’s question on affects of DeepSeek was bang on. There is a lot of missing information on GPU’s, heat reduction, capability during high volume, etc, though to their credit the programmers may have found a new way to look at data which may be all that general users require.
BUT, let’s be clear, they could not have progressed without Western ingenuity and the Chinese government encouragement to steal western code and technology over and over again.
Our thoughts: Data centres are coming with the evolution of hardware. The Blackwell GPU may be ahead of its time and that is a risk for NVDA and to some degree VRT. We think NVDA missed an opportunity for extended longevity by announcing Blackwell too early.
Electrical grids require updating to be efficient with changing climate activities and technology regardless of data centres so we will chip away at a few stocks. If you assess the need for electricity from data centres at 50% of what it was projected and infrastructure improvements, what would be your top 5 stocks to purchase today?
Thank you for your advice over all these years
D&J