Q: As a part of the Constellation Software (VMS Ventures) portfolio, is Raia AI looking primarily to build a standalone platform for external customers, or is its main goal to act as the internal 'AI engine' that automates operations for all of Constellation’s 1,000+ niche software companies?
Q: Hi,
TS has sent out a notice of a class action settlement of 11 million, less around 3 million in legal fees, etc. You need to have invested in the shares between Mar 7, 2019 and Nov 3, 2021 and put in your claim by Mar 4th, 2026. I'm aware that often these claims are reduced to small amounts per client once all the dust settles, so I'm wondering if you've any idea how many potential claims could be expected based on the volume of shares sold at the time? Ditto for SNAP, which covers share holders from Feb 5, 2021 to Oct 21, 2021 who can claim by May 6, 2026. Any thoughts on either tickers are most welcome! Thank you for always having the answers we seek!
D
This comment is to replace the two I sent yesterday. Please delete them.
I wanted to rewrite to say that these charts and video from A16z (venture investors Andressen Horowitz) are a very interesting look at what is happening with Ai. The video goes through the charts with commentary which I think is good.
Q: Will you please let your members know if you see any significant insider buys from the Csu family as this could be the bell ringer for the bottom? What is a good site to track insider moves?
Q: I see you've dropped KSI from the growth portfolio. What's your opinion on the stock if held in a registered portfolio where there is not benefit from a capital loss? Is it worth holding in that context? Thanks.
Read Answer
Asked by Harpinder on February 17, 2026
Q: After my second read of your ( excellent ) January 5th AI compute stack article , this industry and its players are becoming ever clearer to me. This article is a saver and I recommend every member to read and reread ( and reread again ! )as this will much enhance your understanding, and your capability to make informed decisions about this industry. I appreciate the time and effort your staff put into this superb report. Thanks. Derek.
Q: Microsoft and Amazon are launching AI content marketplaces, where people and companies can buy, sell, or license AI‑generated content. Are you able to expand on the implications of this? Can you name a few companies that might be negatively impacted? Thank you.
Q: I have held these stocks for many years. Their performance has been disappointing compared to other US stocks. In your expert opinion, are they worth holding or should I sell? What 2 stocks would you buy to replace them. Please expand on your thinking. Thank you for your guidance. Stella.
Q: Reflecting on the Software apocalypse... Given that most trading has been automated for years, I assume that it is now largely AI driven.
A question asked only partly tongue in cheek, is it possible that trading AI's see the software companies as adversaries and the stock market as one avenue of attack?
Q: Is this company in the same type of area of expertise as VRT. Are they also working in the Ai space. I would appreciate your comments if this company would be worth investing. When do they report.
If anyone is interested in a "roadmap" for how new technologies (ie, railroad, electively, telephone, internet, AI, etc) have historically been adopted into society - I'm currently reading this book on the subject: "Technological Revolutions and Financial Capital: The Dynamics of Bubbles and Golden Ages" by Carlota Perez.
It's become a popular reference point for the implementation of AI.
Q: In your answer to Kevin’s February 13 question about AI outfits scraping and using proprietary information, you referred to the legal consequences to doing that; there is currently an application to a Court in California to approve a $1.5 Billion settlement by Anthropic for copyright infringement by authors and publishers. Presumably that kind of amount will be something of a guardrail.