Investment Q&A

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

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!

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.

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.

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

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

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.

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

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

Q: I hold approximate 5% of my portfolio in Crypto stocks (ETF's and Mining companies). With the SEC's approval of ETF's should I consider selling a few of the above and purchasing one of these new ETF's and if so, which one would you recommend. Thanks

Q: With the potential Bit Coin Spot ETF ruling on January 10th from the SEC being a positive one for BlackRock, Vanguard, Fidelity, Ark and other Investment Companies, does it make sense (and dollars) to take a nibble on HIVE or MARA (knowing there would be a 30% currency hit in the case of Mara)? I realize things will be very volatile so just a small position to start. Thanks, Lesley

Q: Hi,

Currently have no exposure to crypto and have been a spectator on the sidelines mainly. I held positions in HUT and HIVE awhile back but sold those. With almost certain approval of a spot bitcoin ETF, the market is gaining optimism and it seems investors are more bullish on crypto. What is your view on the current crypto market? Is this run up going to be followed by another crash or do you see more sustained rally with the new ETF? Is this rally going to be followed by another selloff once the ETF news is approved?

What are some low, med, higher risks positions to gain exposure if one wanted some small exposure. Here are some I'm watching. Can you rank whether they are low, med, or higher risk.

HUT, HIVE, BITF, RIOT, DGHI, MSTR, RIOT, COIN, GLXY

I know you own GLXY in the model portfolio already. Also, what would be your top ETF for exposure?

I'm a very disciplined investor, but on the edge of FOMO ; )

Thanks!

Q: Good afternoon?

What are your thoughts on HIVE? It had a crazy run up and since pulled back a touch. I have a small position and I am prepared to be in it for the long haul. Also are they getting into artificial intelligence? Those latest few press releases confused me a bit.

Thanks Jimmy

Q: Apparently there was a crypto or blockchain conference within the last week attended by some of the wealthiest individuals and companies on the planet.

Would you know what it was called?

1.It seems clear that some very influential people want this area to have a place in the world banking and trading worlds.


2. One commentator ( Josh Brown ) expressed the opinion that for the foreseeable future it will be very high risk kind of like gold mines over the years. But there might be money to be made in the picks & shovels companies..

Do you have any suggestions of companies that have merit or look to have potential in that picks & shovels areas?

Thank you

Q: hi 5i. I usually like to sell in times like these, to lock in the capital loss. I pair trade immediately after the sell, to stay invested, usually. the list is of my losers right now. are there any on the list you would not sell now and pair trade? and, can you provide a recommendation for each for another stock to pair trade with ( I am thinking hut8 for hive, perhaps nuvei for something? dsg for something? or maybe one name can replace 1 or more of the names. I would then most likely buy back the stocks I sold after the month of waiting is over, to lock in the losses. your thoughts/expertise is always appreciated. cheers, chris