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?
Q: Why is NBIS and related companies moving today (Friday) ? Early in the week they were down, and then absolute no movement on Thursday after big tech earnings report Wednesday. This market makes no sense.
NBIS announced the acquisition of Eigen AI on Friday and surged over 11%. What do you think of the acquisition? Does it continue to be one of your top recommendations for growth and why?
Thanks so much! I always appreciate your insight.