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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: Sorry, yet again another NBIS & CRWV question.

You say you prefer NBIS over CRWV because of valuation. But I'm also curious if you are a fan of their other non-"Nebius AI" product like Toloka, TripleTen, AvRide.

Seems CRWV is more of a pureplay on what Nebius AI does?
Read Answer Asked by B on August 21, 2025
Q: I already have a little of NBIS. I am wondering if I should get into a CRWV position now that the price has dipped.

Otherwise, I would to my small NBIS position (80 shares @ USD 40).

At what price would you start a half position in CRWV? At what price would add to an existing NBIS position.
Read Answer Asked by V on August 20, 2025
Q: Galaxy glxy/t getting hit 8+% on the $1.5B finance announce for the Helio project....does everything seem in-line with the financing, in your opinion, and longer term...how much will the project be beneficial to Galaxy, in their relationship/partnership with Coreweave. and finally....is the C$35 level a good price (longer term) to add to a position....thx as always for great Service, jb
Read Answer Asked by John on August 15, 2025
Q: Hi,
I'd love to hear your thoughts on how you think CRWV will fair on next weeks earnings. A lot of analysts seem to have it on 'hold' and I'm not sure that's just due to earnings being close, or lack of confidence in the stock.
Many thanks for all you're insight!
Read Answer Asked by Dawn on August 08, 2025
Q: Hello there,
What are your thoughts on HIVE and its AI / high-performance computing business. Do they have any potential in developing that segment knowing the high amount of funding required to be competitive.
Thank you.
Read Answer Asked by Gilles on July 24, 2025
Q: NBIS market cap is much lower than CRWV yet NIBS has more offerings in autonomous driving, robotics, training etc. It was nice to see the recent GS price target of $68.

Do you see a pathway for NBIS market cap to expand further as they continue to execute and get discovered?
Read Answer Asked by Sal on July 18, 2025
Q: Does yesterdays deal between Coreweave and Core Scientific have any impact on the deal Coreweave has with GLXY do you guess? While your in guessing mode, any thoughts what GLXY is going to do with that warchest they just raised?
Read Answer Asked by Charles on July 08, 2025
Q: This is a hard stock to stomach. Do the wild swings in price have to do with the fact that it is not heavily traded? What size of a position would you recommend that an aggressive investor hold in a portfolio? My thinking with this name is that you either have to trade it or hold it and forget it. I am inclined to go with the latter option, subject to your comments about valuation. I note that the short float has increased recently which always makes me nervous. Thank you, Jason
Read Answer Asked by Jason on July 04, 2025
Q: I intend to start a position in APLD having a relationship with Core Weave (CRWV) in AI business. Also, Your views and comments on CRWV 's 7.5 billion USD contract with APLD on one side and recent dumping of its stock holding in APLD on other side please.
Read Answer Asked by Sriram on June 18, 2025
Q: I purchased my initial position at $42 just prior to the Deepseek (of course!) news and have held on since. I am wondering about adding due to your recent commentary re:good balance sheet, new analyst coverage, positive momentum, very cheap valuation vs peers and strong business model. I know you don’t support ‘back up the truck’ emotional statements but I’m wondering if this might be another 5i example of getting into a potential multi-bagger in the early stages. Could you please comment on NBIS’ potential 3-5 years down the road. Thanks so much for your expertise!
Read Answer Asked by Warren on June 09, 2025
Q: Recently, Nebius's stock price has seen a significant surge. This morning at 7 am pre-market, it jumped another 5%. What's driving this upward trend? I currently hold a small portion of the stock shares. Should I consider adding to my position? I'd appreciate any insights you can provide. Thanks.
Read Answer Asked by Esther on June 05, 2025
Q: Does the deal CRWV signed yesterday with Applied Digital have any negative implications for GLXY ? Is CRWV the only client using Helios Data Centre? Curious why CRWV signs these long terms leases and if they will continue to "rent" between having NVDA backing and there stock going to the moon, why not build their own data centres?
Read Answer Asked by Charles on June 04, 2025
Q: I am watching stocks like coreweave (CRWV) and I'm curious about the IPO market. In the lifetime of the IPO market, when is there a bigger flood of them and when does the release of initial public offerings slow down. How does one catch a good one? By looking at the supply/demand market of their product, how they did as a private company, who is invested in them with a great track record of calling the right shots when it comes to future winners....does 5i research look at the pre IPO market? Or do you just wait until a company comes out and establishes a track record with quarterly earnings? So how do you pick a future winner that might become a Magnificent 7. Do you have any picks that have IPO'd in the last 5 years or coming up that you think will hit it big time?
Read Answer Asked by James on May 26, 2025