Investment Q&A

• NVIDIA Corporation (NVDA $185.41)
  • $185.41 P/E (TTM): 42.65X Cap: $4.50T
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• Super Micro Computer Inc. (SMCI $34.38)
  • $34.38 P/E (TTM): 24.29X Cap: $20.52B
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• Vertiv Holdings LLC Class A (VRT $195.58)
  • $195.58 P/E (TTM): 67.08X Cap: $74.77B
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• Nebius Group N.V. (NBIS $86.10)
  • $86.10 Cap: $20.50B
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Q: Your views about the company. Is it a better way to play AI compared to other high momentum stocks as NVDA, SMCI and other Data Centre play?
Thanks
Piyush

Upvote 6

Read Answer Asked by Piyush on August 05, 2025

• Palo Alto Networks Inc. (PANW $159.32)
  • $159.32 P/E (TTM): 97.96X Cap: $111.04B
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• CyberArk Software Ltd. (CYBR $391.77)
  • $391.77 Cap: $19.37B
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Q: Hello,

May I have your take on the Palo Alto Network acquisition please?
Market doesn't seem to love it, but I assume it's good for the company in the long run.

Thank you

Upvote 2

Read Answer Asked by Sandra on August 05, 2025

• Amazon.com Inc. (AMZN $210.32)
  • $210.32 P/E (TTM): 31.45X Cap: $2.24T
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• Alphabet Inc. (GOOG $323.10)
  • $323.10 P/E (TTM): 32.71X Cap: $3.90T
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Q: Which is a better buy after recent earnings?

Upvote 10

Read Answer Asked by Andrew on August 05, 2025

• Netflix Inc. (NFLX $82.20)
  • $82.20 P/E (TTM): 4.02X Cap: $347.06B
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• Spotify Technology S.A. (SPOT $422.61)
  • $422.61 Cap: $86.14B
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Q: if you had to choose between these two stocks which one would you have more conviction for? Thank you.

Upvote 3

Read Answer Asked by Cheryl on August 05, 2025

• Meta Platforms Inc. (META $661.46)
  • $661.46 P/E (TTM): 29.68X Cap: $1.67T
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• Microsoft Corporation (MSFT $401.14)
  • $401.14 P/E (TTM): 28.0X Cap: $2.97T
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• GLOBAL X FDS (AIQ $50.08)
  • $50.08 P/E (TTM): 22.49X Cap: $8.13B
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Q: Hello,
Can you please suggest an AI ETF as well as an AI infrastructure ETF (picks and shovels play where it does not include msft, meta etc which would be part of the AI etf). Much appreciated.

Upvote 2

Read Answer Asked by umedali on August 05, 2025

• Palantir Technologies Inc. (PLTR $135.90)
  • $135.90 P/E (TTM): 323.57X Cap: $323.90B
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Q: Is this a good opportunity in the AI space for a 10 year hold?

Upvote 3

Read Answer Asked by Tim on August 05, 2025

• Alphabet Inc. (GOOG $323.10)
  • $323.10 P/E (TTM): 32.71X Cap: $3.90T
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• Alphabet Inc. (GOOGL $322.86)
  • $322.86 P/E (TTM): 32.7X Cap: $3.90T
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Q: If Google was forced to break up the company,typically how is this done would you get some shares of You Tube and Waymo etc or what would that possibly look like if it occurs….Thanks

Upvote 4

Read Answer Asked by Greg on August 05, 2025

Q: I-MAB (IMAB:Nasdaq) is up 11% today on 4 times the usual volume. Is this a sign of a fundamentally significant move in its prospects? Your insight would be much appreciated as it is well-rated but not by firms/analysts I recognize.
Thanks
David

Upvote 1

Read Answer Asked by David on August 05, 2025

• UnitedHealth Group Incorporated (DE) (UNH $276.65)
  • $276.65 P/E (TTM): 14.01X Cap: $250.60B
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Q: Why do you think Health Care stocks around the world seem to be down on a yearly basis? Is there anything other than a normal cycle shift?

Thank you

Paul

Upvote 3

Read Answer Asked by paul on August 05, 2025

• Figma Inc. Class A (FIG $21.99)
  • $21.99 Cap: $10.89B
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• Circle Internet Group Inc. Class A (CRCL $57.04)
  • $57.04 Cap: $13.43B
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Q: First, CRCL: Great IPO …. But now be pounded down!
How did this love affair end so quickly and be penalized so severely?

Would you see something similar happening with FIG?

There seems to be a lot of interest in jumping onto that bandwagon right now but I gather your advice is to hold off for now.

Thanks for your insights.

Upvote 4

Read Answer Asked by Donald on August 05, 2025

• Celestica Inc. (CLS $419.62)
  • $419.62 P/E (TTM): 47.78X Cap: $48.27B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
  • $153.06 P/E (TTM): 81.74X Cap: $199.17B
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• Tesla Inc. (TSLA $411.11)
  • $411.11 P/E (TTM): 264.81X Cap: $1.54T
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• Miscellaneous (MISC)
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• Galaxy Digital Inc. Class A common stock (GLXY $26.98)
  • $26.98 Cap: $10.53B
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• Robinhood Markets Inc. (HOOD $82.82)
  • $82.82 P/E (TTM): 30.28X Cap: $74.47B
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• Rocket Lab Corporation (RKLB $72.32)
  • $72.32 Cap: $38.63B
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Q: Hi there, if you had to buy 3 Canadian and 3 US stocks today that you feel have multibagger potential, looking out 5 to 10 years, which stocks would they be? Not looking for names that high a decent chance to go to 0 either however!

Upvote 43

Read Answer Asked by Michael on August 01, 2025

• Microsoft Corporation (MSFT $401.14)
  • $401.14 P/E (TTM): 28.0X Cap: $2.97T
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Q: Hello,

May I have your take on Microsoft's earnings please?

It's price action has clearly been very strong. Do you feel that job cuts and big spending plans on AI are the main drivers here, or is there more to it?

Thank you!

Upvote 9

Read Answer Asked by Sandra on August 01, 2025

• Welltower Inc. (WELL $195.92)
  • $195.92 P/E (TTM): 130.86X Cap: $134.46B
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Q: Do you see this appreciating in the next year, or would you rate it a sell?

Upvote 1

Read Answer Asked by Howie on August 01, 2025

• Citigroup Inc. (C $122.69)
  • $122.69 P/E (TTM): 16.28X Cap: $219.52B
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Q: Is this stock likely to appreciate, in a material way, in the next year. Or is it a sell

Upvote 2

Read Answer Asked by Howie on August 01, 2025

• Coinbase Global Inc (COIN $165.12)
  • $165.12 P/E (TTM): 12.66X Cap: $44.52B
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• Robinhood Markets Inc. (HOOD $82.82)
  • $82.82 P/E (TTM): 30.28X Cap: $74.47B
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Q: Hello Everyone,

If no one has asked already, may I please have your assessment of Robinhood earnings & Coinbase earnings please.

Thank you.

Upvote 1

Read Answer Asked by Sandra on August 01, 2025

• Apple Inc. (AAPL $278.12)
  • $278.12 P/E (TTM): 36.99X Cap: $4.08T
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• Amazon.com Inc. (AMZN $210.32)
  • $210.32 P/E (TTM): 31.45X Cap: $2.24T
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Q: Hello Everyone,

What did you think of Apple and Amazon's earnings, along with their outlook?

Thank you!

Upvote 3

Read Answer Asked by Sandra on August 01, 2025

Q: With the full understanding that this is a very speculative play, may I have your opinion on MVIS for a small position for an high risk-tolerance investor? Is it worth it? Or would you prefer to start a new position in one of your highest conviction growth profile names?

Please also rank your top 3 names in growth portfolio for a buy today.

Thank you

Upvote 4

Read Answer Asked by Karim on August 01, 2025

• Netflix Inc. (NFLX $82.20)
  • $82.20 P/E (TTM): 4.02X Cap: $347.06B
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Q: Netflix has been drifting steadily downward since the end of June. Is the market concerned about anything in particular, or simply finding better options?

Upvote 3

Read Answer Asked by John on August 01, 2025

• Amgen Inc. (AMGN $384.32)
  • $384.32 P/E (TTM): 28.4X Cap: $206.94B
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• PayPal Holdings Inc. (PYPL $40.42)
  • $40.42 P/E (TTM): 8.03X Cap: $37.21B
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• AbbVie Inc. (ABBV $223.43)
  • $223.43 P/E (TTM): 167.19X Cap: $394.88B
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• Eli Lilly and Company (LLY $1,058.18)
  • $1,058.18 P/E (TTM): 49.94X Cap: $1T
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• Progressive Corporation (The) (PGR $202.29)
  • $202.29 P/E (TTM): 11.39X Cap: $118.62B
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• Prologis Inc. (PLD $136.95)
  • $136.95 P/E (TTM): 39.58X Cap: $127.20B
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• Moderna Inc. (MRNA $41.01)
  • $41.01 Cap: $16.02B
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• Enphase Energy Inc. (ENPH $49.80)
  • $49.80 P/E (TTM): 32.38X Cap: $6.51B
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• BioNTech SE (BNTX $106.62)
  • $106.62 Cap: $25.58B
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Q: Given the potential for a market down-turn, do you see any of these as a good buy for a long-term investment?

Upvote 5

Read Answer Asked by Camille on August 01, 2025

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $112.92)
  • $112.92 P/E (TTM): 15.4X Cap: $24.25B
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Q: Your thoughts on GIB.A's results released today, please.

Upvote 7

Read Answer Asked by Theodore on July 31, 2025