• Digital Turbine Inc. (APPS $5.19)
  • $5.19 Cap: $571M
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• Upstart Holdings Inc. (UPST $74.13)
  • $74.13 Cap: $7.13B
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Q: Here are a couple of stocks I should have sold a long time ago. Are either worth keeping at this point? I have very small positions in both.

Upvote 1

Read Answer Asked by kevin on June 12, 2025

• Novo Nordisk A/S (NVO $67.22)
  • $67.22 Fwd P/E: 19.45X Cap: $363.68B
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• ON Semiconductor Corporation (ON $58.93)
  • $58.93 Fwd P/E: 41.02X Cap: $24.68B
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• Marvell Technology Inc. (MRVL $72.41)
  • $72.41 Cap: $62.51B
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• Ceragon Networks Ltd. (CRNT $2.36)
  • $2.36 Cap: $215M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.25)
  • $16.25 Cap: $2.19B
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• Docebo Inc. (DCBO $39.47)
  • $39.47 Fwd P/E: 38.67X Cap: $1.17B
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• Kolibri Global Energy Inc. (KEI $7.88)
  • $7.88 Fwd P/E: 10.48X Cap: $290M
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• Upstart Holdings Inc. (UPST $74.13)
  • $74.13 Cap: $7.13B
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• Affirm Holdings Inc. (AFRM $66.15)
  • $66.15 Cap: $20.66B
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• illumin Holdings Inc. (ILLM $2.26)
  • $2.26 Cap: $121M
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• RxSight Inc. (RXST $7.45)
  • $7.45 Cap: $519M
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Q: Hi 5i,

I have some stocks down over 10%, mostly in USD. Do you see any red flags in the following stocks? Its small amounts and timeframe is not a problem.

DCBO
ILLM
KEI
LSPD

AFRM
CRNT
MRVL
NVO
ON
RXST
UPST

Thank you

Upvote 2

Read Answer Asked by Francois on May 12, 2025

• MicroStrategy Incorporated (MSTR $442.31)
  • $442.31 Cap: $125.98B
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• Vertiv Holdings LLC Class A (VRT $127.37)
  • $127.37 Fwd P/E: 72.51X Cap: $47.53B
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• Snowflake Inc. (SNOW $212.79)
  • $212.79 Cap: $71.25B
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• Upstart Holdings Inc. (UPST $74.13)
  • $74.13 Cap: $7.13B
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• Affirm Holdings Inc. (AFRM $66.15)
  • $66.15 Cap: $20.66B
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• Cantaloupe Inc. (CTLP $11.03)
  • $11.03 Fwd P/E: 13.95X Cap: $805M
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• Cellebrite DI Ltd. (CLBT $14.25)
  • $14.25 Cap: $3.50B
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• Fiserv Inc. (FI $164.42)
  • $164.42 Fwd P/E: 29.56X Cap: $92.59B
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• Symbotic Inc. (SYM $48.55)
  • $48.55 Cap: $28.03B
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• TransMedics Group Inc. (TMDX $115.68)
  • $115.68 Fwd P/E: 85.19X Cap: $3.95B
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• ReposiTrak Inc. (TRAK $18.35)
  • $18.35 Fwd P/E: 55.71X Cap: $346M
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Q: Please rank the following for a new growth position today: VRT, CLBT, SYM, AFRM, UPST, TRAK, FI, SNOW, TMDX, MSTR, CTLP

Upvote 18

Read Answer Asked by Andrew on February 18, 2025