Q: Hi can I get your take/response to bearish analysis on CRWV by Mark Meldrum (youtube video
Low Quality GDP, It's 1999 all over again, and Spotlight Company - CoreWeave (CRWV) )
Q: I hold GLXY in my TFSA. Now that it is no longer on the TSX it is a US listing in US currency. I’m down 6% and have not been too impressed with my foray into the crypto world (I also hold HOOD down 50% in a non-registered account). With growth the sole concern, and high tolerance for risk and volatility, what would you do with GLXY? The main reason for asking is now I have paid the currency conversion I could sell GLXY at a small loss and buy either GOOG, AMZN, NBIS or NVDA inside my TFSA. With a 5 year time horizon, could you please rank these 5 if purchased today.
Thanks so much for your expertise!
Q: Trimmed GOOG on apr 30 to keep things reasonable and looking to start a new $US position accordingly. Long-term hold.
Low in healthcare but could also increase technology.
If you could only own one other US stock and sought to best risk-adjusted return over 5yrs, what would you initiate a position in today?
Q: Hi there. If you’re looking for momentum this stock has it. What can you tell me about this company that is benefitting from the Ai trade. Would you take a position?
Q: Hyperscalers (AMZN, MSFT, GOOG, META) announced plans for a staggering, nearly one trillion dollars, of spending on AI buildout for the next year. Can you recommend a basket (5?) of companies that represent the best investments to benefit from this massive spend?