Investment Q&A

Q: NBIS has been nothing short of spectacular and have done well. After the recent quarter whats your outlook and this keep moving upwards? seems like they have a lot of tailwinds

Q: How material is the Clarifai news? What are the strategic implications? Does this create opportunities in a larger TAM with recurring mid/long term profitable revenue?

Q: Could we please have your analysis on their earnings this morning? Thank you

Q: I have grown my $32,000 contribution in FHSA to $48,000. And that includes losing $3000 on GSY, currently hold: GRID, KSI, NBIS, PNG and I have $4300 USD CASH to invest, can you recommend a few US high growth stocks and entry price. Home purchase may or may not happen so not concerned at all about needing the funds soon. Am envisioning this growing to $300,000 over the next several years

Q: I’ve listed several stocks that have gone parabolic in the last several months (knowing that there have been many more). I know you don’t have a crystal ball, but at what point do investors sell? Or would you just trim based on weighting?

I ask because I have sold some stocks too early in the past (eg. NVDA) and don’t want to make the same mistake again!

Q: Is Coreweave recent reported downgrade on guidance something applicable to Nebius ? Nebius reporting soon and wondering whether I should hold off purchasing.

Q: What would be a good way to have exposure to IA?

Q: I have gone from Fear to FOMO with these market gyrations, and am sitting on a ~15% cash position that I am anxious to deploy given the opportunity cost I have already incurred. I am targeting the above companies with most if not all of this cash. Three questions:

1. Could you rank these holdings in terms of long term capital appreciation potential?

2. How would you recommend I deploy this cash in this market towards these holdings? Over time or just proceed at this point?

3. Which 3-5 companies would you feel the most 'urgency' with?

Q: These 3 have been rocketing to the moon as of late, is it time to sell and sit back and wait for a consolidation before re-entering these names?

Thnx for the great timely advice
Dave

Q: Dear Peter et al:

Your answer to Judith on April 12 2026 was so prescient! At that time I thought you were "irrationally exuberant"! :) Little did I know that your call was uncanny! Spitting distance from 200 that you predicted just 3 weeks ago. I am glad that I held on to my stocks!

Are you going to revise your price target?

An AMAZING call.

Q: GOOGLE, VRT and CLS need to be trimmed as they now between 15-18% each of my portfolio.

I want to trim them to 10% and reinvest.

I want to invest into other high growth stocks. In what order would you buy BE, GEV, MU and KGS if they are worth buying today for a 2-3 year hold? Do you have other recommendations? I am looking at both Canadian and US stocks.

Thanks

Q: Do you have any insights into why Morningstar would downgrade Nebius to one star?

Q: I know similar questions have been asked, however, when benchmarking 3-5yr potential of these how would you rank?

Q: Hi Peter…the 18 years old grandson of a friend has put $7,000 CAD in his just opened TFSA and has asked for my help.
1) Do you have a reduced membership fee for young people?
2) I think he should structure his account with $5000 for a “core” holding and 2 $1,000 tranches for more risky investments.
3) For core I think GOOG, NBIS or MDA are good candidates.
4) For higher risk candidates I think VNP, CCO, ANRG or OMG might be promising.
5) Do you like Bombardier now that the company seems to have turned around?
6) He is OK with not purchasing dividend paying stocks like the banks and Life Insurance companies.
Any thoughts you have would be appreciated.
Jim

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: 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?

Thanks.

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.

Q:

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.

Q: Hi,
In reading a recent article on AMD's move into the NVDA market I read at: https://finance.yahoo.com/markets/stocks/articles/3x-amd-cracked-nvidia-code-133943897.html
I had to wonder about whether it would be prudent to sell some NVDA shares currently held in my TFSA to diversify into AMD, INTC and possibly MRVL. I've done extremely well on NVDA over the years and am starting to think about how much farther NVDA can run, vs some of the smaller semis at this point. I am also concerned with NVDA's price movements lately, as it finally broke out of consolidation, only to drop back today when others are climbing. Are there other names I should be considering as well? I use this account for shorter term momentum stocks, and keep a close eye on it. I would greatly appreciate your thoughts regarding NVDA and other semis - I also really enjoyed your Jan 5 Opinion piece on all things AI related and have been able to do well from a number of the stocks you highlighted - many thanks!
D

Q: Purchase ranking today, 3-5 year hold.