Q: A triple witching day is coming up this Friday. What impact do you think that will have on NBIS stock price?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi team,
How significant is today’s release that CLS had partnered Amd to help supply them with AI infrastructure? Seems to me this could be a big deal for CLS? That being said, the stock is only up slightly on the news. What’s holding CLS back from new highs right now other than just crappy market conditions (Iran war stability, tariffs ) ? Would you add to CLS today if a 4% position is already held?
Thanks,
Shane
How significant is today’s release that CLS had partnered Amd to help supply them with AI infrastructure? Seems to me this could be a big deal for CLS? That being said, the stock is only up slightly on the news. What’s holding CLS back from new highs right now other than just crappy market conditions (Iran war stability, tariffs ) ? Would you add to CLS today if a 4% position is already held?
Thanks,
Shane
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Amazon.com Inc. (AMZN $209.87)
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Alphabet Inc. (GOOG $306.30)
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Micron Technology Inc. (MU $461.73)
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NVIDIA Corporation (NVDA $180.40)
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Oracle Corporation (ORCL $152.90)
Q: Being mostly a "dividend long term" investor ,I did not invest in tech stocks up to now, except for some specific etfs . Considering this kind of "switch" from tech to energy stocks in the markets,and new valuations of major US tech stock ,I just started to invest in this sector.What is your view versus the opportunities and timing for investing in major tech stocks actually ?
Q: These two companies have run up a bit but I wonder if they still fly under the radar in regards to the photonics advantage (light) over copper in the chip manufacturing industry. Have you heard much about this?
In looking at a semiconductor ETF like SMH for example I do not see these included as they tend to favor larger names.
Also not sure how much analysts have caught up to this story as a potential boost to these and other similar companies.
In looking at a semiconductor ETF like SMH for example I do not see these included as they tend to favor larger names.
Also not sure how much analysts have caught up to this story as a potential boost to these and other similar companies.
Q: Their earnings report today borders on incredible. It looks like they will earn at least $80/share in the new 12 months, which means their PE is very very small and the stock seems very cheap. The only question I have is about their capex plans - they are building so much capacity (all over the world), all the way out to 2028, that I wonder when demand is likely to peak. Keeping in mind this is a cyclical stock, I don't want to get over my skis. I love it short term, but do you have any expectation of when the supply will be sufficient and margins will start to come down? I suspect fears about this issue is what is holding the share price down
Q: The controlling shareholders are active in the day to day and hold over 50 % of the outstanding shares.
It seems logical that they will want to retire soon.
Do you agree that a transition is near term likely ?
The stock is rising lately ?
It seems logical that they will want to retire soon.
Do you agree that a transition is near term likely ?
The stock is rising lately ?
Q: Does NBIS have any type of a moat? Could you please describe how strong this moat might be? Does NBIS have any competitive advantages in the current AI race?
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Micron Technology Inc. (MU $461.73)
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NVIDIA Corporation (NVDA $180.40)
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Celestica Inc. (CLS $376.13)
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Teradyne Inc. (TER $300.07)
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Nebius Group N.V. (NBIS $118.56)
Q: I hold NVDA, CLS, TER, NBIS. Considering buying MU. How much overlap in these companies? Would you sell any based on exposure?
Thanks
Thanks
Q: Good morning, 5i Team,
Based on the answers and comments you make about NBIS I can deduce that you like NBIS yet confused about price action. That makes at least two of us.
Are you able to share your thinking process of what might be happening with this instrument. Is it simply favored by the speculative bunch?
I closed my position yesterday, but I find it hard to resist to re-enter today.
Thank you as always
Nick
Based on the answers and comments you make about NBIS I can deduce that you like NBIS yet confused about price action. That makes at least two of us.
Are you able to share your thinking process of what might be happening with this instrument. Is it simply favored by the speculative bunch?
I closed my position yesterday, but I find it hard to resist to re-enter today.
Thank you as always
Nick
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Alphabet Inc. (GOOG $306.30)
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Micron Technology Inc. (MU $461.73)
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NVIDIA Corporation (NVDA $180.40)
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Celestica Inc. (CLS $376.13)
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Nebius Group N.V. (NBIS $118.56)
Q: Hi, given recent action, including a nice jump by Nebius, but keeping in mind possible cyclicity, can you please rank these five stocks as possible best buys today, indicate whether they are buy, hold or sell, and give a small blurb why they are worth buying today. 3-4 year holding. Thank you
Q: I currently hold NVDA and AVGO, both at about a 3% weighting. In your view, do both need to be held? Which do you believe would produce better returns over the next 3-5 years? Thank you.
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IonQ Inc. (IONQ $32.38)
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D-Wave Quantum Inc. (QBTS $16.49)
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Rigetti Computing Inc. (RGTI $15.67)
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Quantum Computing Inc. (QUBT $7.25)
Q: Hi, Your thoughts for 4 stocks: RGTI Rigetti Computing,
QBTS D-Wave Quantum, QUBT Quantum Computing Inc.
IONQ IonQ,Inc.
Thanks Have a nice day. Jean Guy
QBTS D-Wave Quantum, QUBT Quantum Computing Inc.
IONQ IonQ,Inc.
Thanks Have a nice day. Jean Guy
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KLA Corporation (KLAC $1,482.36)
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Lam Research Corporation (LRCX $224.71)
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Sandisk Corporation (SNDK $753.69)
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Micron CDR (CAD Hedged) (MU $20.52)
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Applied Materials CDR (CAD Hedged) (AMAT $39.13)
Q: I own MU and SNDK, totalling 4% of my holdings. Would adding KLAC, LRCX, or AMAT be too much in semis? Or would u just increase my MU or SNDK holdings?
Q: Would you switch out TOI for MDA? I'm not concerned which sector they are in, only growth.
Thank you for your service!
Thank you for your service!
Q: Which stock will generate more growth going forward GRID or MDA? Sector/volatility is not an issue.
Thanks for your service!
Thanks for your service!
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $63.71)
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INVESCO QQQ Trust (QQQ $594.90)
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State Street Technology Select Sector SPDR ETF (XLK $137.96)
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Vanguard Information Technology ETF (VGT $719.85)
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Fidelity MSCI Information Technology Index ETF (FTEC $214.68)
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GLOBAL X FDS (AIQ $48.87)
Q: I have a fairly diversified portfolio, except for tech/AI. Can you recommend four or five ETFs for that sector? Thanks
Q: If NVDA is owned would also suggest CLS or just NVDA?
Thanks
Thanks
Q: DRNZ ARE YOU A FAN OF THIS ETF? IS IT THE BEST DRONE ETF AVAILABLE?
Q: What do you think about the loan offering just announced by NBIS?
What kind of impact do you think this will this have on share price in the coming 2 years? Is it something to be concerned about? (ie.... is NBIS doing something similar to Coreweave?)
What kind of impact do you think this will this have on share price in the coming 2 years? Is it something to be concerned about? (ie.... is NBIS doing something similar to Coreweave?)
Q: Hi team,
What’s your take on nbis dropping today , giving up yesterday’s great gain already? Is the offering highly dilutive?
Thanks ,
Shane
What’s your take on nbis dropping today , giving up yesterday’s great gain already? Is the offering highly dilutive?
Thanks ,
Shane