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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.

Q: Thanks for NBIS! Any new calls that you like that could go the NBIS way? Thanks in advance.
Read Answer Asked by K on September 18, 2025
Q: Oracle's outlook seems to have reverberated through adjacent companies with VRT, MOD, etc., etc., all popping. Ellison has made some pretty remarkable statements about expected growth over the next 4 years, and he does not appear, to me anyway, to be overselling.

My question is about three areas to look at:
1) Other cloud service providers.
2) The nuts and bolts builders of the data centers.
3) Companies in the electrical storage areas that might service the above.

However I have one main caveat, I am only interested in companies that have not had a 1,000% gain in the last 5 years. I know that might seem like a ridiculous criterion, but I keep imagining MOD or STRL investors running for the hills on a serious market pullback.

Thank-you again.
Read Answer Asked by Alex on September 17, 2025
Q: Can you compare the two companies. One went down and the other went up. I know you like adding to the winner. How would we rate these companies from risk/reward perspective. Are there any other companies in the space which could become the next NBIS.
Read Answer Asked by Imtiaz on August 12, 2025
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