Investment Q&A

• Netflix Inc. (NFLX $1,214.15)
  • $1,214.15 P/E (TTM): 52.79X Cap: $529.07B
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• Spotify Technology S.A. (SPOT $719.35)
  • $719.35 Cap: $146.63B
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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 $751.48)
  • $751.48 P/E (TTM): 28.49X Cap: $1.92T
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• Microsoft Corporation (MSFT $509.77)
  • $509.77 P/E (TTM): 38.14X Cap: $3.84T
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• GLOBAL X FDS (AIQ $44.49)
  • $44.49 P/E (TTM): 86.21X Cap: $4.49B
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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 $157.75)
  • $157.75 P/E (TTM): 756.65X Cap: $374.23B
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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 $202.49)
  • $202.49 P/E (TTM): 21.85X Cap: $2.47T
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• Alphabet Inc. (GOOGL $201.57)
  • $201.57 P/E (TTM): 21.74X Cap: $2.43T
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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 $304.24)
  • $304.24 P/E (TTM): 12.91X Cap: $275.54B
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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 $69.41)
  • $69.41 Cap: $1.58B
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• Circle Internet Group Inc. Class A (CRCL $135.23)
  • $135.23 Cap: $32.48B
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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 $256.04)
  • $256.04 P/E (TTM): 43.5X Cap: $29.45B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $193.06)
  • $193.06 P/E (TTM): 79.78X Cap: $256.88B
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• Tesla Inc. (TSLA $329.31)
  • $329.31 P/E (TTM): 191.08X Cap: $1.08T
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• Miscellaneous (MISC)
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• Galaxy Digital Inc. Class A common stock (GLXY $33.43)
  • $33.43 Cap: $13.91B
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• Robinhood Markets Inc. (HOOD $107.50)
  • $107.50 P/E (TTM): 58.25X Cap: $94.86B
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• Rocket Lab Corporation (RKLB $40.92)
  • $40.92 Cap: $19.61B
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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 $509.77)
  • $509.77 P/E (TTM): 38.14X Cap: $3.84T
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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 $163.57)
  • $163.57 P/E (TTM): 91.52X Cap: $108.62B
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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 $93.74)
  • $93.74 P/E (TTM): 14.91X Cap: $172.56B
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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 $302.07)
  • $302.07 P/E (TTM): 30.71X Cap: $77.61B
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• Robinhood Markets Inc. (HOOD $107.50)
  • $107.50 P/E (TTM): 58.25X Cap: $94.86B
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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 $230.56)
  • $230.56 P/E (TTM): 35.14X Cap: $3.42T
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• Amazon.com Inc. (AMZN $228.01)
  • $228.01 P/E (TTM): 35.22X Cap: $2.46T
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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 $1,214.15)
  • $1,214.15 P/E (TTM): 52.79X Cap: $529.07B
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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 $295.55)
  • $295.55 P/E (TTM): 27.03X Cap: $157.53B
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• PayPal Holdings Inc. (PYPL $69.05)
  • $69.05 P/E (TTM): 14.86X Cap: $66.42B
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• AbbVie Inc. (ABBV $206.19)
  • $206.19 P/E (TTM): 88.28X Cap: $364.24B
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• Eli Lilly and Company (LLY $703.21)
  • $703.21 P/E (TTM): 57.06X Cap: $660.67B
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• Progressive Corporation (The) (PGR $250.64)
  • $250.64 P/E (TTM): 16.67X Cap: $144.84B
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• Prologis Inc. (PLD $110.76)
  • $110.76 P/E (TTM): 28.81X Cap: $97.85B
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• Moderna Inc. (MRNA $27.91)
  • $27.91 Cap: $10.85B
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• Enphase Energy Inc. (ENPH $36.23)
  • $36.23 P/E (TTM): 27.01X Cap: $4.67B
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• BioNTech SE (BNTX $111.40)
  • $111.40 Cap: $26.73B
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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 4

Read Answer Asked by Camille on August 01, 2025

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $131.92)
  • $131.92 P/E (TTM): 17.15X Cap: $29.15B
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Q: Your thoughts on GIB.A's results released today, please.

Upvote 6

Read Answer Asked by Theodore on July 31, 2025

• GitLab Inc. (GTLB $44.27)
  • $44.27 P/E (TTM): 492.0X Cap: $6.86B
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Q: Could you please comment on how Gitlab is progressing since your last update. Appears they have become cash flow positive the past 2 quarters. Would you wait for further improvement in capital efficiencies or is this starting to get interesting now?

Upvote 2

Read Answer Asked by Adam on July 31, 2025

• Intel Corporation (INTC $25.31)
  • $25.31 Cap: $103.55B
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Q: What are your thoughts on Intel?

Upvote 1

Read Answer Asked by Michael on July 31, 2025

• Cellebrite DI Ltd. (CLBT $15.80)
  • $15.80 Cap: $3.86B
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Q: Hi,
Is CLBT still worth holding or are there better opportunities. Down 24% and considering if I should sell or add more.
Thanks

Upvote 4

Read Answer Asked by Marco on July 31, 2025