Q: Looking to top up underweight positions in ADBE, INMD, META, SMCI held as part of a US$ account geared to growth. Could you please rank your preference for adding to the above at this time (10 being a very strong add at current prices) In other comments are welcome. Many thanks
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Investment Q&A
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Q: did well with SMCI;
i bought back in at 265,my question do you still like and would you buy it here.
the other thing its not that expensive compared to some others like nvda and tsla but that 100 point drop after earnings was scary-why. was that.i thought earnings were excellent
dave
i bought back in at 265,my question do you still like and would you buy it here.
the other thing its not that expensive compared to some others like nvda and tsla but that 100 point drop after earnings was scary-why. was that.i thought earnings were excellent
dave
Q: What do you think about SMCI’s valuation compared to growth for a three year hold here?
Q: Could you please comment on results and outlook. Many thanks.
- NVIDIA Corporation (NVDA)
- Super Micro Computer Inc. (SMCI)
- C3.ai Inc. Class A (AI)
- Recursion Pharmaceuticals Inc. (RXRX)
Q: Dear 5i
Which one of AI or SMCI would you invest in and why in keeping with the AI theme ?
Also what do you think of RXRX ?Too high risk ?
Thanks
Bill C
Which one of AI or SMCI would you invest in and why in keeping with the AI theme ?
Also what do you think of RXRX ?Too high risk ?
Thanks
Bill C
Q: After reading your past replies to questions regarding STM, I wonder if you can update your opinion based on news and events since your replies in March and May? The price is higher now but have you also seen increased reasons for investors to look at this? Would it be a worthy buy today or something to wait on and buy only in the event of a pullback?
Assuming you like it, could you compare and contrast the risk and reward between this and something like SMCI? Which would you expect to do better and why?
Thanks
Assuming you like it, could you compare and contrast the risk and reward between this and something like SMCI? Which would you expect to do better and why?
Thanks
- Adobe Inc. (ADBE)
- Meta Platforms Inc. (META)
- Booking Holdings Inc. (BKNG)
- Super Micro Computer Inc. (SMCI)
- Crocs Inc. (CROX)
- CrowdStrike Holdings Inc. (CRWD)
Q: In a US $ registered acct with a growth tilt, equities that we hold in a 'smaller' % (1%-2.5% range) of total portfolio are as follows: ADBE, BKNG, CROX CRWD, META, SMCI . Would you put new money into any of these ? At what price ? And what approximate % of a total portfolio would you go up to for any of them ?
Thank you
Thank you
- Broadcom Inc. (AVGO)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- Ulta Beauty Inc. (ULTA)
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Super Micro Computer Inc. (SMCI)
- Crocs Inc. (CROX)
- ASML Holding N.V. (ASML)
- CrowdStrike Holdings Inc. (CRWD)
- InMode Ltd. (INMD)
Q: QCOM is not expensive and their financials look OK but it has been going sideways for some time and has not participated in the most recent rally. Would you consider letting it go and can you suggest another US company with momentum?
Thank you,
Mike
Thank you,
Mike
Q: Hi,
To a question asked by Alexandra on June 26th, not even a month ago(!!) you felt 250 would be the next level of consolidation.( I am paraphrasing here)
It is 300 now. Would you like to hazard a guess how high this could go! I "get" the momentum factor, Ai phenomenon etc., Still this thing is mind boggling! Whee is it going to end?!
To a question asked by Alexandra on June 26th, not even a month ago(!!) you felt 250 would be the next level of consolidation.( I am paraphrasing here)
It is 300 now. Would you like to hazard a guess how high this could go! I "get" the momentum factor, Ai phenomenon etc., Still this thing is mind boggling! Whee is it going to end?!
Q: Hi Peter and company,
Has there been any recent news or analyst upgrades to explain the incredible momentum for SMCI? The stock has basically taken off since Nvidia blow out earnings outlook. Are you concerned that the stock is coming in too hot before the upcoming earnings release, or is the stock still reasonable priced?
Thanks for the great service,
Angelo
Has there been any recent news or analyst upgrades to explain the incredible momentum for SMCI? The stock has basically taken off since Nvidia blow out earnings outlook. Are you concerned that the stock is coming in too hot before the upcoming earnings release, or is the stock still reasonable priced?
Thanks for the great service,
Angelo
- NVIDIA Corporation (NVDA)
- Advanced Micro Devices Inc. (AMD)
- Super Micro Computer Inc. (SMCI)
- Opera Limited (OPRA)
- Redfin Corporation (RDFN)
- Lemonade Inc. (LMND)
- C3.ai Inc. Class A (AI)
- Duolingo Inc. (DUOL)
Q: MF came out with a list of AI today, and they are all up today, presumably on the news. Is there a concern that this is turning into a bubble? I know there will be spending here, but is it getting away into the danger-zone? I am considering an etf that captures a wide swath of AI. Are you able to suggest something? Thanks!
Q: I very recently picked up a small starting position in SMCI at $235. Am waiting before adding anything further. I don't normally base decisions on technicals but would like your thoughts on what price level you think would be reasonable. It did gap up in May around $160. In your experience, would you expect the price to come down to fill this ? Any other comments would be appreciated.
- Arista Networks Inc. (ANET)
- Super Micro Computer Inc. (SMCI)
- Coherent Corp. (COHR)
- Fabrinet (FN)
- Credo Technology Group Holding Ltd (CRDO)
Q: Looking for "early winners" in "picks and shovels" for AI. Please rank among listed [FN COHR CRDO ANET SMCI] or others at current prices with what you like most about potential
- United Rentals Inc. (URI)
- Super Micro Computer Inc. (SMCI)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- CSW Industrials Inc. (CSWI)
- Perion Network Ltd (PERI)
- Boot Barn Holdings Inc. (BOOT)
- InMode Ltd. (INMD)
- Lantheus Holdings Inc. (LNTH)
Q: Please list some of your favorite U.S. growth stocks. Perhaps 5 small-cap and 5 mid-caps. Thanks.
- Amazon.com Inc. (AMZN)
- NVIDIA Corporation (NVDA)
- Advanced Micro Devices Inc. (AMD)
- Pure Storage Inc. Class A (PSTG)
- Super Micro Computer Inc. (SMCI)
- Armor Minerals Inc. (A)
- Perion Network Ltd (PERI)
- C3.ai Inc. Class A (AI)
Q: Have some cash in US $ registered account dedicated to Tech. In TOTAL Portfolio (CDN & US), we currently own NVDA (8.4%) CSU (7.3%) SHOP (4.7%) GOOG (4.5%), QCOM (4%) MSFT (3.7%), CRWD (2.5%) META (2%) TOI (1.6%)
Have some US $ available, considering : PERI, PSTG, ADOBE, AMZN, SMCI, AI, AMD. Of these, which 2 or 3 would you add to the Tech portfolio (if any) and what would you see as a reasonable purchase price.
Also, given the current/foreseeable environment, at what point would you consider trimming NVDA & CSU ? Please use as many question credits as needed. Many thanks.
Have some US $ available, considering : PERI, PSTG, ADOBE, AMZN, SMCI, AI, AMD. Of these, which 2 or 3 would you add to the Tech portfolio (if any) and what would you see as a reasonable purchase price.
Also, given the current/foreseeable environment, at what point would you consider trimming NVDA & CSU ? Please use as many question credits as needed. Many thanks.
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Super Micro Computer Inc. (SMCI)
- C3.ai Inc. Class A (AI)
Q: I would like to invest in some AI stocks. Could you give me a list of a few AI stocks that you would recommend at this time.
Thanks for your usual help. Shirley
Thanks for your usual help. Shirley
Q: Apart from Big Tech, are there any names (in and out of the tech sector) that 'should' be able to capitalize on the rise of AI in the near to medium term?
Q: Is PLTR a stock to buy and if it is a buy what do you think it will go to? or is there something better out there.
Q: again thanks for smci.
where do you stand now on smci,do you think it has more room to run. dave
where do you stand now on smci,do you think it has more room to run. dave
- Meta Platforms Inc. (META)
- NVIDIA Corporation (NVDA)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Tesla Inc. (TSLA)
- Super Micro Computer Inc. (SMCI)
- Celsius Holdings Inc. (CELH)
- Palantir Technologies Inc. Class A (PLTR)
- C3.ai Inc. Class A (AI)
- Duolingo Inc. (DUOL)
Q: What are your 10 top momentum plays?