Q: Hi, I read a quick article today about one of the billionaire investors who was praising Bitzero. What do you know about this stock, and how would it compare with HIVE in your view? As well, rather confusingly, Bitzero seems to have two different stock tickers in Canada. Which one would be more recommended? Thank you for your service.
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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: Looking to establish a position in Bitcoin/Crypto; wondering what your thoughts are on the above companies and what other options there are.
Thank you for your input.
Thank you for your input.
Q: Why is HIVE much weaker in comparison with HUT?
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HIVE Digital Technologies Ltd. (HIVE $4.41)
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Hut 8 Corp. (HUT $63.50)
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Galaxy Digital Inc. Class A common stock (GLXY $40.72)
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Cipher Mining Inc. (CIFR $18.48)
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IREN Limited (IREN $43.92)
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Nebius Group N.V. (NBIS $93.59)
Q: How would you rank these for growth? I own GLXY and NBIS already. GLXY is 3.5% and NBIS 1.62% position. I could add more to NBIS or start new positions in either CIFR, IREN, HUT or HIVE. I see you recently started a new position in HIVE, but assuming you could choose between all of these companies, how would you compare or rank HIVE to HUT, IREN and CIFR as new AI/HPC plays from bitcoin miners? Thanks!
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HIVE Digital Technologies Ltd. (HIVE $4.41)
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Oscar Health Inc. Class A (OSCR $15.59)
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IREN Limited (IREN $43.92)
Q: A couple of favourites amongst growth investors. Which do you think has better long term relevance? Does HIVE in Canada essentially have the same product offering as IREN?
Thanks
Thanks
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Cipher Pharmaceuticals Inc. (CPH $14.49)
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Firan Technology Group Corporation (FTG $11.12)
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Stingray Group Inc. Subordinate Voting Shares (RAY.A $13.84)
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HIVE Digital Technologies Ltd. (HIVE $4.41)
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Zoomd Technologies Ltd. (ZOMD $1.23)
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Telesat Corporation Common and Variable Voting Shares (TSAT $46.70)
Q: Your portfolio manager(s) on the Growth portfolio have been very active lately. I own a lot of the growth but a bunch of new names have come up and I don't have room for all of them
Can you please prioritize of those names listed above which ones offer the best growth over the next 5 years.
Can you please list in order of highest to lowest conviction.
Thanks
Sheldon
Can you please prioritize of those names listed above which ones offer the best growth over the next 5 years.
Can you please list in order of highest to lowest conviction.
Thanks
Sheldon
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Quanta Services Inc. (PWR $462.21)
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Miscellaneous (MISC)
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HIVE Digital Technologies Ltd. (HIVE $4.41)
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Hut 8 Corp. (HUT $63.50)
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Horizons Blockchain Technology & Hardware Index ETF (BKCH)
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Powell Industries Inc. (POWL $359.84)
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nVent Electric plc (NVT $108.87)
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Bitfarms Ltd. (BITF $4.05)
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Vertiv Holdings LLC Class A (VRT $181.82)
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Riot Platforms Inc. (RIOT $15.57)
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IREN Limited (IREN $43.92)
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Core Scientific Inc. (CORZ $17.33)
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Applied Digital Corp. (APLD $30.99)
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iShares Blockchain and Tech ETF (IBLC $51.01)
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Nebius Group N.V. (NBIS $93.59)
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WhiteFiber Inc. (WYFI $19.15)
Q: I am curious as to how best invest in the power demand for AI datacentres? Would you have suggestions for certain equities/ETF’s that you feel are well positioned this impending demand?
Thanks
Thanks
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HIVE Digital Technologies Ltd. (HIVE $4.41)
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Hut 8 Corp. (HUT $63.50)
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Bitfarms Ltd. (BITF $4.05)
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Cipher Mining Inc. (CIFR $18.48)
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IonQ Inc. (IONQ $51.67)
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IREN Limited (IREN $43.92)
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Oklo Inc. Class A (OKLO $100.60)
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Rigetti Computing Inc. (RGTI $26.12)
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Quantum Computing Inc. (QUBT $12.56)
Q: Hi,
Do you see these sectors (nuclear, quantum, and bitcoin/compute mining) in a bubble? Every few days I see some names in these areas up over 15-20% and many have more than 3-4X. I know they are more on the aggressive risk spectrum, would you be chasing any of these? If you had to pick a few that are worth investing in currently or on pullbacks, which ones would they be? Or are they more speculative trading stocks vs real long term profitable names? Thanks and Happy Thanksgiving!
Do you see these sectors (nuclear, quantum, and bitcoin/compute mining) in a bubble? Every few days I see some names in these areas up over 15-20% and many have more than 3-4X. I know they are more on the aggressive risk spectrum, would you be chasing any of these? If you had to pick a few that are worth investing in currently or on pullbacks, which ones would they be? Or are they more speculative trading stocks vs real long term profitable names? Thanks and Happy Thanksgiving!
Q: 25 August I was still down %25 on HIVE and you suggested with good momentum it was probably not the time to exit. I was ready to cut my losses but held on and today am up 6% with a stop in place. Really appreciate the timely advice.
Q: HIVE was decimated earlier in the year and is now showing some real strength. I am still underwater by 25%, do you see much more recovery on the horizon or is it time to cut it loose while the bleeding has stopped. At least temporarily.
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HIVE Digital Technologies Ltd. (HIVE $4.41)
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IREN Limited (IREN $43.92)
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Applied Digital Corp. (APLD $30.99)
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Nebius Group N.V. (NBIS $93.59)
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CoreWeave Inc. (CRWV $88.16)
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.
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.
Q: HIVE SHARE PRICE NOW IS $4.42 AS OPPOSED TO $7.12 IN NOV. 2024. ITS SHARE PRICE LOST ABOUT 40% DESPITE BIT COIN GAINING APPROX 10 %. SINCE. REALLY I CAN'T FIGURE WHATS GOING ON. COULD U GIVE ME YOUR OPINION THANKS
Q: What's up with HIVE? It is getting pummeled pretty hard even though BIT coin is still over 90 grand. Between Hive's holdings of BIT and over cash what per centage of the market capital is covered. Seems like HIVE is oversold. Agree?
Q: Would appreciate if you could provide an updated opinion on Hive. Buy, sell or hold.
Thanks
Thanks
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HIVE Digital Technologies Ltd. (HIVE $4.41)
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Six Flags Entertainment Corporation New (FUN $15.15)
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BIGG Digital Assets Inc. (BIGG)
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Digital Turbine Inc. (APPS $4.99)
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Riot Platforms Inc. (RIOT $15.57)
Q: I hold all these in my TFSA and they are all down considerably (ranging from -35% to-90%). I am wanting to clean some of these up. Are any of these worth keeping?
Thanks
Thanks
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Miscellaneous (MISC)
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HIVE Digital Technologies Ltd. (HIVE $4.41)
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Hut 8 Corp. (HUT $63.50)
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IREN Limited (IREN $43.92)
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Bit Digital Inc. (BTBT $2.36)
Q: Hi 5i Team - I can't remember the source but have heard a comment stating that Web 3 and AI will bolster each other. First of all, do you know what this might mean and also are there any companies that could benefit from it.
Thanks.
Thanks.
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HIVE Digital Technologies Ltd. (HIVE $4.41)
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Hut 8 Corp. (HUT $63.50)
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Galaxy Digital Inc. Class A common stock (GLXY $40.72)
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Bit Digital Inc. (BTBT $2.36)
Q: I have recently become aware of the potentially valuable AI aspect of the otherwise uninteresting (to me) bitcoin mining business. Which firms are best situated to profit from AI?
Best regards
David
Best regards
David
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HIVE Digital Technologies Ltd. (HIVE $4.41)
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Hut 8 Corp. (HUT $63.50)
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Purpose Bitcoin ETF (BTCC $16.63)
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Riot Platforms Inc. (RIOT $15.57)
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ISHARES BITCOIN TR (IBIT $52.49)
Q: Thank you for the great explanation on bitcoin and the upcoming halving a few days ago. I have owned a few bitcoin mining companies for sometime, definitely been going up and down over the years but recently they have gone below 30%. Would I be better off selling the mining companies and putting my money into the bitcoin ETFs?
Q: Why mining company's share price going down while BTC price going up? is it good strategy to hold and add more on weakness or sell all mining stock? if sell what is your top pick(US & CANADIAN STOCK) for BTC sector?
Q: What are your thought on MARA & Hive for 2024, is it helpful to HIVE artificial intelligence last year investment this year during bitcoin halving ? Thanks