Q: Thank you for the excellent AI Computing Stack report. Which of "2. Semiconductor, Hardware and Connectivity" subsector would TSM fit in this report?
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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.
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Invesco NASDAQ 100 Index ETF (QQC $40.71)
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Amplify Cybersecurity ETF (HACK $75.29)
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Evolve Cyber Security Index Fund (CYBR $49.03)
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CyberArk Software Ltd. (CYBR $391.77)
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VanEck Vectors Semiconductor ETF (SMH $401.65)
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Global X Copper Miners ETF (COPX $84.68)
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Global X Artificial Intelligence Semiconductor Index ETF (CHPS $59.90)
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ARK Space & Defense Innovation ETF (ARKX $31.69)
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TCW Transform Systems ETF (PWRD $102.05)
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Tortoise AI Infrastructure (TCAI $34.50)
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Defiance AI & Power Infrastructure ETF (AIPO $24.80)
Q: Excellent “ The AI Compute Stack and the Stocks That Power It” report.
If you have to choose an AI ETF that would cover the stocks on the report. Which CDN and USA ETF would you recommend to hold.
I currently hold 3% each COPX, CYBR, NUKZ, CHPS & QQC ETF
Thanks for the great service.
If you have to choose an AI ETF that would cover the stocks on the report. Which CDN and USA ETF would you recommend to hold.
I currently hold 3% each COPX, CYBR, NUKZ, CHPS & QQC ETF
Thanks for the great service.
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Global X Copper Miners ETF (COPX $84.68)
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ARK Space & Defense Innovation ETF (ARKX $31.69)
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GLOBAL X FDS (AIQ $50.08)
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TCW Transform Systems ETF (PWRD $102.05)
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Tortoise AI Infrastructure (TCAI $34.50)
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Defiance AI & Power Infrastructure ETF (AIPO $24.80)
Q: Thank you for excellent AI Report - so helpful. In addition to ETFs listed, there are 2 others for which symbol did not pop up - ROXT State Street Kensho Final frontiers and CNRG - State Street Clean Power. We are interested in all these names as they pertain to AI Power and Infrastructure. The underlying holdings are interesting but valuations uncertain. Would appreciate your assessment and which ones would be advisable to start a position - DCA.
Q: I’m looking into Hyliion Holdings (HYLN) as a potential long-term position, but I’m trying to better understand its growth prospects.
Given that the company is still pre-commercial and currently recognizes most revenue from R&D services rather than product sales, what’s your view on its path to commercialization and revenue growth? And are there particular risks or milestones you’d prioritize watching.
Given that the company is still pre-commercial and currently recognizes most revenue from R&D services rather than product sales, what’s your view on its path to commercialization and revenue growth? And are there particular risks or milestones you’d prioritize watching.
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EnerSys (ENS $172.22)
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Robinhood Markets Inc. (HOOD $82.82)
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Nebius Group N.V. (NBIS $86.10)
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Karman Holdings Inc. (KRMN $95.36)
Q: Hi Peter,
What will be your preferred order of purchase for these four stocks: NBIS, KRMN, HOOD, and ENS? Please also advise good entry price for these four. Thanks.
What will be your preferred order of purchase for these four stocks: NBIS, KRMN, HOOD, and ENS? Please also advise good entry price for these four. Thanks.
Q: Your opinion. thanks.
Q: Hey team,
Looking to start a position - any preference at this time for a long term hold. Currently have a small Visa position in an RRSP. This would be a CDR holding in a cash account.
Thank you
Looking to start a position - any preference at this time for a long term hold. Currently have a small Visa position in an RRSP. This would be a CDR holding in a cash account.
Thank you
Q: What do you think of WGS? After the pullback the fundamentals don't seem so high anymore for a high flyer. 5.5x 2026 revenue, 70% margin. Would you pick them over GRAL?
Q: Interested in your take on this company and would you consider starting a position at this time advisable.
Q: Could I get an updated assessment on this company. Is it inexpensive relative to its historic PE's. Does expected growth make it an attractive buy at the current price?
Thank you.
Thank you.
Q: Is this a good time to initiate a position?
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Celestica Inc. (CLS $419.62)
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Kraken Robotics Inc. (PNG $8.10)
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EnerSys (ENS $172.22)
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Nebius Group N.V. (NBIS $86.10)
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Karman Holdings Inc. (KRMN $95.36)
Q: What are the three or four most interesting US or Canadian growth stocks, irrespective of sector, for purchase now in your opinion?
Q: Up 60% on Tti . Should I be trimming here?
Q: AXON reached an all time high in the first week of August 2025, and then the share price plunged about 40% until about mid November 2025 when it started to recover.
What event, or series of events caused that steep decline?
What event, or series of events caused that steep decline?
Q: I see that you like NBIS a lot, and that revenues are expected to increase 500% in 2026. However, when do you think that earnings will enter the plus column? TD projects negative earnings for each quarter in 2026. I don't mind taking some risk, however, I need to foresee good earnings somewhere in the foreseeable future to do that.
Q: Adbe performance has been terrible of late.Can you provide a current outlook?thx
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Broadcom Inc. (AVGO $332.92)
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Alphabet Inc. (GOOG $323.10)
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KLA Corporation (KLAC $1,442.95)
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Lam Research Corporation (LRCX $231.01)
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Microsoft Corporation (MSFT $401.14)
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NVIDIA Corporation (NVDA $185.41)
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Amphenol Corporation (APH $136.23)
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Rockwell Automation Inc. (ROK $415.02)
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Arista Networks Inc. (ANET $137.49)
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Vertiv Holdings LLC Class A (VRT $195.58)
Q: With regards to 5i AI special report is there any advice for members as to where to start. There are a lot of companies in your report. Maybe if you could narrow things down to 5 or 6 companies from different areas of AI that could be a core holding.Thank-you for the report and helping me to understand theAI process.
THX
THX
Q: Hello
Curious as to why the company had 7.4 Billion in sales in 2022 but only 21Million in 2023 and 118Million in 2024.
Could you explain why you like it so much and could a person own it and NVDA?
Thanks
jeff
Curious as to why the company had 7.4 Billion in sales in 2022 but only 21Million in 2023 and 118Million in 2024.
Could you explain why you like it so much and could a person own it and NVDA?
Thanks
jeff
Q: With its parabolic rise over the last year and especially three months is SNDK out over its skis or still buyable at this level?
Q: Why it is dropping? Is this good entry point?