Investment Q&A

Q: I was wondering what your thoughts are recently on this company, given recent developments and Toyota's additional investment?

Q: Could you comment on this mornings news re the president leaving to pursue other opportunities, and what this may mean for the stock moving forward? Thanks in advance

Q: Hello, I have a small position in these four stocks and I'm up about 10 to 15% with all of them. I'd like to sell one to free up some funds. In which order would you recommend selling if you had to? I realize this is only an opinion and not advice. Thank you!

Q: What are the reasons that make PLTR stocks keep going up? Looks expensive from every metrics. Is the stock a sell now?

Thanks,

Q: Hi team,
What's your take in NVDA announcement yesterday regarding the partnership with Accentra. Jensen had also mentioned in his interview that Blackwell chip demand is now "insane". NVDA stock has been essentially flat now since June. Do you see this as a healthy consolidation period with potential to breakout for another leg up? Or a caution sign? What's your prediction for the stock from here in the short to medium term? Is it time to buy more/ hold/ or take caution with a trim? Lately it feels like the NVDA stock run is over...but in my view AI is just getting started.

Thanks,
Shane.

Q: Can you tell me what metals are used to produce chips for AI. Thank you.

Q: Hi,
Once again, NVDA is in the news - for Huang Jensen's comment today that sales of their Blackwell chips "is insane" and also for the fact that Mark A Stevens sold just over 200 thousand shares at the end of Sept. Jensen himself has also been a seller, however I see that he still holds some 800+ million shares, and Stevens retains 38 million post Sept sales. These insider sales make news, but how worried should we be when we see this sort of volume? Logic tells me that Stevens' amounts to around 1/2 a percent of what he owns, Jensen's recent sale is about .001 of his total. Would you just ignore the insider sales and focus on the high interest generated by the Blackwell chips?
As always, you're clear headed thinking is appreciated - thanks!
Dawn

Q: Peter; Would you add to NET at these levels? Thanks.
Rod

Q: What is your opinion of Zoomd Technologies as a high risk/high reward part of a small cap portfolio?

Q: Can I have your opinion on this company. It seems to keep going up every day.

What would be a good entry point if there is a pullback in the market?

Q: Kindly comment on sprucepoint’s recent short announcement on Intuit.

It was a recommendation of your’s in the past and I am well up on it, thank you.

Regards.

Q: How do you see the Cerebras IPO as being disruptive to NVDA, AMD, AVGO etc given their CEO’s claim of superior AI chip performance at lower cost?

Q: Do you think now is a good time to add to my Microsoft? Thank you

Q: An addition to my previous question about bitcoin. Feel free to take another credit.

Do you think now is a good time to buy bitcoin?

Q: Would you nibble at Blackberry at today's price or best to stay away. What do you see in the future for this comany? Anything positive? Thank you.

Q: I owned GIB.A, DSG,TOI,LMN,NVDA,DCBO and would like to know if there is an overlap between any of these stocks or do they have their own unique business so all should be owned? I am trying to decide if I should reduce the numbers of tech stocks as I currently have 27 stocks and have read that best to have around 20-25 stocks.

Thanks

Q: what do you about this company and is it a buy?

Q: I noticed that SMCI has a P/E ratio of 20.23, which is quite appealing for a tech stock. Do you believe the business will continue to perform well in the future? Considering today’s significant drop in the stock price, would you see it as a buying opportunity? Thank you.

Q: Lumine has basically drifted lower for the past eight months.Do you see anything contributing to this lack of interest or any alarming signposts?

Q: Time to sell SMCI?