Q: I thought I would wait till NVDA reported to ask my question. I bought a position SMCI (25) shares in the the mid $6's thinking this would be a short-term momentum play. Now I'm thinking, do I stay the course for 1-2 years and ride this volatile stock even longer? Your thoughts please. Thank you David
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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.
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Alphabet Inc. (GOOG $203.94)
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Microsoft Corporation (MSFT $506.32)
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NVIDIA Corporation (NVDA $176.38)
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Advanced Micro Devices Inc. (AMD $164.16)
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Super Micro Computer Inc. (SMCI $42.68)
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Dell Technologies Inc. Class C (DELL $130.38)
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Vertiv Holdings LLC Class A (VRT $128.77)
Q: I used to own NVDA at <$100/share and foolishly sold it around $300 USD before it started to climb vertically. I am now too chicken to buy back in. What would be some names to own in the AI and Semi conductor theme that are still reasonably priced? Or would you suggest sitting out of this theme for now?
I already own MSFT and GOOG.
I already own MSFT and GOOG.
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NVIDIA Corporation (NVDA $176.38)
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Arista Networks Inc. (ANET $133.50)
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Super Micro Computer Inc. (SMCI $42.68)
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Dell Technologies Inc. Class C (DELL $130.38)
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Vertiv Holdings LLC Class A (VRT $128.77)
Q: Hi
Thank you for your assistance with my portfolio style questions. I am looking at a company, Vertiv? What are their prospects, would this be a good stock to invest for the next 5 years and are there similar stocks that may be better purchases?
Thanks, Len
Thank you for your assistance with my portfolio style questions. I am looking at a company, Vertiv? What are their prospects, would this be a good stock to invest for the next 5 years and are there similar stocks that may be better purchases?
Thanks, Len
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NVIDIA Corporation (NVDA $176.38)
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Pure Storage Inc. Class A (PSTG $56.66)
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Super Micro Computer Inc. (SMCI $42.68)
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Vertiv Holdings LLC Class A (VRT $128.77)
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Astera Labs Inc. (ALAB $179.29)
Q: RBC isnt showing much revenue growth for 2025, considering the massive capex spending announced recently in big tech, I'm thinking of moving on here. I realize it's up 45% ytd and 128% in a year, it's also up 128% in 5 years, of which I've been in the stock, are analysts being too conservative? I already own NVDA and VRT, interested in other high conviction names that will benefit from from the capex?
Q: Hi. Would you please comment on SMCI's earnings. Thanks
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Amazon.com Inc. (AMZN $223.56)
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Meta Platforms Inc. (META $747.84)
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Alphabet Inc. (GOOG $203.94)
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Microsoft Corporation (MSFT $506.32)
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NVIDIA Corporation (NVDA $176.38)
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Oracle Corporation (ORCL $234.55)
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Constellation Software Inc. (CSU $4,526.86)
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Vitalhub Corp. (VHI $13.22)
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Super Micro Computer Inc. (SMCI $42.68)
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Brookfield Corporation Class A Limited Voting Shares (BN $90.14)
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Lumine Group Inc. (LMN $47.99)
Q: hi 5i, these stocks are in my cash account , I need to sale 2 or 3 of them to raise some cash. I'm happy with all of them. but unfortunately have to sale. I'm thinking I could let go SMCI (since I have NVDA), VHI, and META. Or trim a bit of each. Your opinion please! thanks
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Fortinet Inc. (FTNT $79.81)
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Super Micro Computer Inc. (SMCI $42.68)
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Palantir Technologies Inc. (PLTR $156.81)
Q: Dear Peter et al:
PLTR earnings report is May 6th, FTNT on May 02 and SMCI tomorrow!! (30th April)
This is a general question and not personal!
If some had a small position and plan to add more to these three stocks, Worth writing Cash secured puts? So close to Earnings date?
IF you were to write a cash secured put what would be the price that you would choose to write for these three, including SMCI.
(Of course not guaranteed that the order will fill!)
Many thanks.
PLTR earnings report is May 6th, FTNT on May 02 and SMCI tomorrow!! (30th April)
This is a general question and not personal!
If some had a small position and plan to add more to these three stocks, Worth writing Cash secured puts? So close to Earnings date?
IF you were to write a cash secured put what would be the price that you would choose to write for these three, including SMCI.
(Of course not guaranteed that the order will fill!)
Many thanks.
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Super Micro Computer Inc. (SMCI $42.68)
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Vertiv Holdings LLC Class A (VRT $128.77)
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Astera Labs Inc. (ALAB $179.29)
Q: Would I be correct in saying that your recent answers are showing a preference for VRT rather than SMCI or ALAB? Can you rate each of the three on a scale of 1 to 10 (10 being a strong buy) and at what level you would buy each? Also, if you have in fact shifted slightly away from SMCI and to VRT as a fav, what makes it more desirable?
Q: Hi 5i, do you share the market's concern that SMCI did not "pre-anounce" earnings? Is the downward move justified?
Thanks!
Thanks!
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NVIDIA Corporation (NVDA $176.38)
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Super Micro Computer Inc. (SMCI $42.68)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $229.95)
Q: Curious if there was any specific news on the 10% drop on Friday or reasons for the drop?
Q: Your comment to Jason that Loop 'raised' its target to $500?
Might want to check that out.
Sheldon
Might want to check that out.
Sheldon
Q: We’ve had a few bad days here…cause for concern or would you advise to just hold? How confident are you that the stock will return to old highs? I get worried with names that have gone up a lot fairly quickly that they may reverse course. Thanks.
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NVIDIA Corporation (NVDA $176.38)
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Sun Life Financial Inc. (SLF $81.98)
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Intact Financial Corporation (IFC $282.42)
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goeasy Ltd. (GSY $206.58)
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Vitalhub Corp. (VHI $13.22)
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WELL Health Technologies Corp. (WELL $4.90)
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Super Micro Computer Inc. (SMCI $42.68)
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Vertiv Holdings LLC Class A (VRT $128.77)
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Propel Holdings Inc. (PRL $32.42)
Q: Hi,
I have been currently holding these for awhile and have done well on them, other than maybe WELL, which has been lagging a bit lately. Here are my allocations: WELL (1.7%), SLF (2%), GSY (3.5%) and NVDA (3.8%).
Recently in the last few months, I trimmed some NVDA and bought some VRT (1%) and SMCI (1%). For a growth investor, how would you rank these 3 stocks going forward? Would you continue to trim and buy these smaller cap higher growth names. With the run that they've had, I've been a little more cautious of a slowdown.
Also with these other names I'm holding, I'm contemplating trimming or completely switching to higher growth and better quality names with better runway for growth. What are your thoughts? Trim, add or switch? For example, does it make sense to trim a 3.0% position into two names that are only 1.5%? I'm against diworsification. Thank you!
1. WELL to VHI
2. SLF to IFC
3. GSY to PRL
I have been currently holding these for awhile and have done well on them, other than maybe WELL, which has been lagging a bit lately. Here are my allocations: WELL (1.7%), SLF (2%), GSY (3.5%) and NVDA (3.8%).
Recently in the last few months, I trimmed some NVDA and bought some VRT (1%) and SMCI (1%). For a growth investor, how would you rank these 3 stocks going forward? Would you continue to trim and buy these smaller cap higher growth names. With the run that they've had, I've been a little more cautious of a slowdown.
Also with these other names I'm holding, I'm contemplating trimming or completely switching to higher growth and better quality names with better runway for growth. What are your thoughts? Trim, add or switch? For example, does it make sense to trim a 3.0% position into two names that are only 1.5%? I'm against diworsification. Thank you!
1. WELL to VHI
2. SLF to IFC
3. GSY to PRL
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NVIDIA Corporation (NVDA $176.38)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $132.95)
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Constellation Software Inc. (CSU $4,526.86)
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Celestica Inc. (CLS $256.42)
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Descartes Systems Group Inc. (The) (DSG $139.26)
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Open Text Corporation (OTEX $45.04)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.02)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $76.29)
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Blockchain Technologies ETF (HBLK $20.09)
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Super Micro Computer Inc. (SMCI $42.68)
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Global X Big Data & Hardware Index ETF (HBGD.U $25.54)
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Coinbase Global Inc (COIN $309.08)
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CleanSpark Inc. (CLSK)
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Arm Holdings plc (ARM $136.78)
Q: Good morning
these three ETFs have stellar one year performance to January 6th according to your March issue of Money Saver magazine. Do you see them topped out for the present or would you still see a buying opportunity here
GUY
these three ETFs have stellar one year performance to January 6th according to your March issue of Money Saver magazine. Do you see them topped out for the present or would you still see a buying opportunity here
GUY
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TerraVest Industries Inc. (TVK $147.15)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $119.38)
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Super Micro Computer Inc. (SMCI $42.68)
Q: For my more speculative investments I have a starter position in SMCI and TVK. At this time would you consider moving up to a half position in one of these, or purchasing a starter position in HPS?
Thanks
Thanks
Q: Good Morning,
Do you fell that SMCI is in a consolidation phase after it's rapid run-up, or has the shine rubbed off for a much longer time frame. It's now down over 25% from peak.
Thanks.
Brad
Do you fell that SMCI is in a consolidation phase after it's rapid run-up, or has the shine rubbed off for a much longer time frame. It's now down over 25% from peak.
Thanks.
Brad
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NVIDIA Corporation (NVDA $176.38)
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Arista Networks Inc. (ANET $133.50)
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Cadence Design Systems Inc. (CDNS $349.73)
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Super Micro Computer Inc. (SMCI $42.68)
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Vertiv Holdings LLC Class A (VRT $128.77)
Q: What are top 5 AI stocks you recommend please?
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Celestica Inc. (CLS $256.42)
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Super Micro Computer Inc. (SMCI $42.68)
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Vertiv Holdings LLC Class A (VRT $128.77)
Q: Could CLS get a premium valuation similar to VRT and SCMI based on its forward earninggs and AI involvement?
Thx
Thx
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Amazon.com Inc. (AMZN $223.56)
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Alphabet Inc. (GOOG $203.94)
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Intuitive Surgical Inc. (ISRG $474.66)
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Microsoft Corporation (MSFT $506.32)
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NVIDIA Corporation (NVDA $176.38)
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Eli Lilly and Company (LLY $717.45)
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Advanced Micro Devices Inc. (AMD $164.16)
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Nutanix Inc. (NTNX $68.06)
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Super Micro Computer Inc. (SMCI $42.68)
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Axon Enterprise Inc. (AXON $768.76)
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Encore Wire Corporation (WIRE)
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Vertiv Holdings LLC Class A (VRT $128.77)
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Celsius Holdings Inc. (CELH $62.79)
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Palantir Technologies Inc. (PLTR $156.81)
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TransMedics Group Inc. (TMDX $119.65)
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Nextracker Inc. (NXT $65.94)
Q: I need to trim SMCI, NVDA and VRT. I have partial positions in AMZN, MSFT, AMD, LLY,GOOG, AXON, NXT, CELH, PLTR and NTNX. Could you please order the partial positions from high to low, for a potential add? What are your recommendations for 4 or 5 other growth stocks, any size/sector that I could investigate for a new position? Would any of the these growth stocks fit into the ranking of the partial positions? If so, could you place them into the ranking? Thanks very much for this service and the patience you show, in answering the many questions!
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Meta Platforms Inc. (META $747.84)
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Alphabet Inc. (GOOG $203.94)
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Microsoft Corporation (MSFT $506.32)
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Netflix Inc. (NFLX $1,210.98)
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NVIDIA Corporation (NVDA $176.38)
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Booking Holdings Inc. (BKNG $5,784.52)
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Tractor Supply Company (TSCO $61.50)
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AutoZone Inc. (AZO $4,157.57)
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Deere & Company (DE $493.89)
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Ecolab Inc. (ECL $284.98)
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Sherwin-Williams Company (The) (SHW $369.73)
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Union Pacific Corporation (UNP $229.30)
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Super Micro Computer Inc. (SMCI $42.68)
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Linde plc (LIN $484.38)
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Crocs Inc. (CROX $84.52)
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Old Dominion Freight Line Inc. (ODFL $152.87)
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CrowdStrike Holdings Inc. (CRWD $418.62)
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Trane Technologies plc (TT $428.70)
Q: Could you please provide 3-4 names of US companies that you buy now in each of the following sectors: Technology, communications, industrial, discretionary, and Materials.