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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: Can you explain how Nebius expects to become profitable, and when?

Despite the nice Microsoft contract, its business has very high capital expenditures to pay for data centres, latest GPUs, power, humans, etc. I wonder about things like how much cash it has, how long that will last, the cost of its capital, how it raises capital, the risk of inflation on costs, etc. I also wonder if it's other businesses (Toloka, Avride, Triple 10 and Clickhouse) are at all priced in, and whether any of these would possibly be spun out.

Any further insights you might have would be appreciated.
Read Answer Asked by Alfred on September 18, 2025
Q: Which ones (if any) would you buy and hold and forget for 10 years?
Read Answer Asked by Ray on September 18, 2025
Q: When you assess the weightings of your entire portfolio do you typically include ETFs as well as individual stocks or just stocks? I’m trying to assess if I need to trim any of my assets

Regarding PNG what do you think is a good entry price? Do you see good growth potential? Are there any other good robotics companies that may benefit from AI advancements?

Thank you!
Read Answer Asked by Mark on September 18, 2025
Q: Can you please address the question of power demand required to run the data centres of the future.The power infrastructure build out could lag demand thus driving up electrical rates, Would there also be a drag on earnings for companies that don’t get the power required?
Read Answer Asked by Allen on September 18, 2025
Q: With the the huge future revenues announced from Oracle yesterday what are some other companies in similar space or competitors that could also benefit?

Thx
Read Answer Asked by blake on September 18, 2025
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: Visa’s business model has come under attack this year by alternate digital payment systems, including coins. And this morning KLARNA which goes public, and its Swedish CEO confidently asserted it will take business away from credit card companies. Swedes are not given to bragging so I take KLAR seriously. I am tempted to sell Visa and invest the proceeds in COF or AXP, whom I see as credit card companies that do more than collect tolls.

Am I wrong in thinking this? Is Visa management’s past record such that they are nimble enough , tech-savvy enough to deal with recent challenges?
Read Answer Asked by Adam on September 18, 2025
Q: I'm interested in exposure to natural gas - exposure to LNG, data center power, etc. I came across the FCG ETF some time ago, but never really paid much attention to it until now. I've noticed that it is trading lower today than during the GFC period. Regarding this ETF, how does today compare to then? Are there future contracts within this ETF ?........Different components within the ETF itself compared to 17 years ago?.....a worse price for the commodity ?

Do you like this ETF for Natural Gas exposure? UNG doesn't really appeal to me because of its make-up.
Read Answer Asked by James on September 18, 2025
Q: Good day to you all
I have a small position in both Co.
some cash available
which one would you add to ?
thanks for your always good advice
Read Answer Asked by georges on September 17, 2025
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