Investment Q&A

Q: Hello team,

Is ARM a buy?

"Arm just announced a new data center CPU chip, the Arm AGI CPU, which can directly compete with its customers. Meta Platforms and OpenAI are initial customers for the Arm AGI CPU, with Meta citing significant improvements in data center performance. The new chips will compete with data center CPUs from Intel and Advanced Micro Devices." Barron's

It is up 8% after hours.

Appreciating your unbiased review and investing insight...Always! :)

Q: Currently I still have have a small profit in Topicus. Considering selling and replacing with Teradyne. Would you make this change?

Q: A recent barrons article said SK Hynix is planning to raise funds in the US and this could hurt Micron::

"A U.S. listing for SK Hynix might persuade some investors to diversify their memory-chip holdings. The Korean company trades at a forward price-to-earnings ratio of around 4.8 times according to FactSet, compared with 5.3 times for Micron."

Do you think that SK Hynix raising funds to increase capacity, as well as seeking a US listing, would have much impact on the share price of MU???

Q: Why is CSIQ Canadian Solar Inc doing so poorly & SEDG Solaredge Technologies Inc seems to be doing better?

Thank you.

Q: I hold balanced positions in Google, Microsoft, META, Apple, Netflix, NVDA and Amazon. They have all pulled back.

What order would you be adding to these positions?

Are there any that you would not be adding too in the current volatile market?

Thanks
Tim

Q: Is there a bottom somewhere under MSFT ?? Would you expect the low of Apr. '25 to be support ?

Q: i own the above companies-both stock and options, they seem to go up everyday in an awful market.what is your opinion. dave

Q: Hello 5i
Could I have your assessment of Viavi please?
Also how would you rate them against their peers?
Thank you
Dave

Q: I am surprised at the weakness in the stock price over the past 3 months . What did I miss .
Thanks

Q: Goodmorning

Do you know what has caused the latest bump in CLS not complaining just curious?
Marcel

Q: With the recent news and huge share price drop due to "indictment charging several individuals, including a Super Micro co-founder and board member, a sales manager, and a contractor, of “conspir[ing] to divert billions of dollars” of servers illegally to China in violation of export controls"

1) Is this a good buying opportunity if the investing time horizon is 3+ years?
2) does this recent news affect the future earnings potential of this company?

Thanks in advance.

Q: What do you think of TRI at these prices? It seems quite volatile but recent news of solid customers, product and co-operation with AI firms should have calmed things down. What are your thoughts? Any alternatives?

Q: Which of these would you recommend as the best AI infrstructure play?

Q: Any thoughts on CHAC/Xanadu? Looks risky but maybe promising?

thanks

Q: Hi Team,
In reference to discussion over MU earnings and the market not giving them any credit: I watched a clip yesterday I thought made a lot of sense in regards to the sector's historically "cyclical" nature. The guy was basically saying that with AI and the way the world has changed that the cyclicality of the chip sector is almost a "thing of the past" going forward. Demand brought on by AI is expected to essentially keep growing. More and more of everything we use and do now will be requiring chips. Right now the market seems like it does not believe the numbers that MU just put out will last more than a quarter. This just seems wrong. It makes sense to me that this guy may be correct in saying that we should not value these types of names as being so cyclical anymore. To me the way AI and technology is headed it looks almost like these names should be more viewed now as consumer staples, a necessity in today's life. Not sure what your thoughts all are on this? Would you agree?

Shane.

Q: Why are $PG and $URI so weak right now? Buy more or sell?

Q: Would you endorse selling KXS and TOI to start positions in MU and TER in a TFSA? I, like many others, have held KXS for many years and am growing tired of it. I have CSU family represented in other accounts. Thanks, Janet

Q: I hold the ITA and EUAD ETF’s in the Defense and Aerospace sector. I also hold KRMN, PNG, and RKLB. All are smaller holdings. Would you add to any today and if so, in what order? Or are there some other ETF’s or stocks that would make good additions? Or would you not add at all at this time as the sector has had a run up? Thanks.

Q: I do not think you really answered the question about earnings for vitalhub. My look at them seemed they were pretty good but still down 10% today. Any thoughts?

Q: What are your thoughts on AXON's weakness - I've held for over a year, it's had a good rise, and now it's back down just below where I bought it - should I just hold on, or has there been a change that I should be aware of that might be causing the weakness? I thought it might have more strength with all that's going on.