Q: Axon is reporting a great quarter. Could I have your analysis please?
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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,
What is your take on TTD earnings? Market reaction after hours looks promising. Is the company back on track after last quarters miss? Perhaps last quarter was a 1 off? The stock is still a long ways from old highs...is this a buying opp? Or more of a hold still?
Thanks,
Shane.
What is your take on TTD earnings? Market reaction after hours looks promising. Is the company back on track after last quarters miss? Perhaps last quarter was a 1 off? The stock is still a long ways from old highs...is this a buying opp? Or more of a hold still?
Thanks,
Shane.
Q: I know its not your favourite, but is there anything of note in quarterly results? Thanks.
Q: APP is up13% after earnings but still down significantly from its highs. Would you be a buyer today?
Q: I am wondering what to do with this stock who seems to go nowhere, cut oits dividend and show s a P/E very high, which would you suggest as replacement, you seem to favour CLS?
Your advice always apreciated.
Thank you
Your advice always apreciated.
Thank you
Q: Can I get your current thoughts and outlook on Fortinet
Q: Poor quarter. What does this mean going forward? Is this still a star rising or a star that has lost its way? Where do you see the stock price going? Is it a buy, hold or sell? Have you changed opinion on it?
Q: Could you give your analysis of the Q
thanks
thanks
Q: Hi, could you comment on ANET's earnings, which I understood were about 10% ahead of estimates per share, and 2% or so more revenue. The stock appears to have taken a hit today on the report, so were there negative comments from the management on forward guidance? Something else I missed in the numbers?
Thanks!
Thanks!
Q: Hi, I've read in Barron's that Crowdstrike will be laying off 500 staff, replacing them with AI. While obviously difficult for those laid off, I am wondering about the overall impact on CRWD, as I have noted today's negative reaction to the news. Your thoughts and comments on this would be appreciated. Thanks!
Q: Peter and His Wonder Team
Please give your opinion about their Quarterly Report.
What does their future look like? Thank you!
Please give your opinion about their Quarterly Report.
What does their future look like? Thank you!
Q: Good afternoon,
Please comment on SMCI`s latest news, earnings, and general state of affairs.
Thank you as always
Nick
Please comment on SMCI`s latest news, earnings, and general state of affairs.
Thank you as always
Nick
Q: Could you please comment on Topicus results. Thank You
Q: Can you please give the breakdown of revenue to show the portion from the search engine. I understand that Google has and is spending a lot on AI but personally I have not felt their search function to change much, if at all. Whereas the new search engines like Perplexity really illustrate how much more can be done to answer queries. Am also wondering if Google is going to stun the world with new search features, or if its bogged down in technical bureaucracy or something in between. It appears not to be nimble in its response to AI market demand. Thank you for your views.
Q: Are you considering this recent drop in GOOG today a buying opportunity for the long term?You mentioned in a previous question that the news today is not new n’or great for the company.. Would you pounce on this opportunity or wait it out?
Thanks again
Thanks
Thanks again
Thanks
Q: I would appreciate your comments on Nebius’s announcement today reporting that Bezos Expeditions has become a lead investor in AI Data Business Toloka. Nebius will also relinquish majority voting control of Toloka to provide them with greater independence and governance flexibility. Is this significant?
Q: Why the fall today?
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Electronic Arts Inc. (EA)
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Take-Two Interactive Software Inc. (TTWO)
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Roblox Corporation Class A (RBLX)
Q: Hi,
Do you see much growth in the video games sector in the present context ?
Which are the best opportunities to invest in the sector with a potential of strong growth in the next 3 years ?
Thank you in advance for your answer,
Jacques IDS
Do you see much growth in the video games sector in the present context ?
Which are the best opportunities to invest in the sector with a potential of strong growth in the next 3 years ?
Thank you in advance for your answer,
Jacques IDS
Q: Good morning. What are your thoughts on Arctic Wolf? Are there any new developments? I am not familiar with Forge Gloval or Hiive and would appreciate any information on how this works. Thank you.
Q: I bought DIS for a post-Covid turnaround, but here we are five years post-Covid and the stock is still well below its pre-Covid valuation. Could you please assess its earnings tomorrow and advise whether to hang in or move on?