Q: Jim Cramer/CNBC says this is a good proxy for obtaining SpaceX shares. Can you please explain. Does SATS hold a large portion of SpaceX shares? Thanks for your great service!
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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: Intuitive Machines Inc NASDAQ: LUNR
What do they do?
Buy or not?
Thank you.
What do they do?
Buy or not?
Thank you.
Q: In your answer to Neil on April 2 you said Galaxy is becoming the “ Goldman Sachs “ of the crypto industry. Would you expound on this.
Thanks. Derek.
Thanks. Derek.
Q: Hi guys
Was thinking of consolidating two loosing stocks into one position looking out at a recovery a year or so away. Also looking at how much of a AI moat each stock has. Would you sell VHI and add to ENGH or selling ENGH and add to VHI. Or is there another software stock that you would rather go with and sell both?
Much thanks
Stuart
Was thinking of consolidating two loosing stocks into one position looking out at a recovery a year or so away. Also looking at how much of a AI moat each stock has. Would you sell VHI and add to ENGH or selling ENGH and add to VHI. Or is there another software stock that you would rather go with and sell both?
Much thanks
Stuart
Q: Can you please explain if you still like this company and why? Happy to hold for future growth, but just want to understand it a little better and risks associated with it. Thank you!
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Broadcom Inc. (AVGO $402.92)
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Broadcom CDR (CAD Hedged) (AVGO)
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Fundrise Innovation Fund LLC of Limited Liability Company Interests (VCX $80.32)
Q: What do you make of VCX rocket-like rise? Too late to jump in?
I'm down on Broadcom, not by a lot but it has been stuck there for months. I'm thinking of selling and use proceeds for better plays. Your thoughts?
Thanks!
I'm down on Broadcom, not by a lot but it has been stuck there for months. I'm thinking of selling and use proceeds for better plays. Your thoughts?
Thanks!
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! :)
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???
"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.
Thank you.
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Apple Inc. (AAPL $270.23)
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Amazon.com Inc. (AMZN $254.92)
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Meta Platforms Inc. (META $686.51)
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Alphabet Inc. (GOOG $334.64)
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Microsoft Corporation (MSFT $428.65)
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Netflix Inc. (NFLX $98.20)
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NVIDIA Corporation (NVDA $200.27)
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
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 ?
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Lumentum Holdings Inc. (LITE $871.00)
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Teradyne Inc. (TER $378.66)
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AXT Inc (AXTI $79.19)
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Tower Semiconductor Ltd. (TSEM $218.88)
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Ciena Corporation (CIEN $499.82)
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Coherent Corp. (COHR $335.79)
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Viavi Solutions Inc. (VIAV $42.48)
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
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
Thanks
Q: Goodmorning
Do you know what has caused the latest bump in CLS not complaining just curious?
Marcel
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.
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?
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $224.35)
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Vertiv Holdings LLC Class A (VRT $304.79)
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
thanks