Investment Q&A

• NVIDIA Corporation (NVDA $183.78)
  • $183.78 P/E (TTM): 52.86X Cap: $4.46T
  • View NVDA Profile
  • View Questions on NVDA
• Enghouse Systems Limited (ENGH $20.15)
  • $20.15 P/E (TTM): 14.82X Cap: $1.11B
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH

Q: Hello, I am looking for a reason to keep my ENGH holdings. It's trading at $19 ( and I paid $31 orignially).

Would a pullback in prices of the massive U.S. A.I. companies affect ENGH's price? I understand that investors are questioning the high valuations of companies like Nividia.

Could a pullback in the A.I. industry valuations create buying opportunities for ENGH?

I am hesistating to sell ENGH at this point because it is profitable, has a good balance sheet, and the dividend is still attractive. But, if management continues to stay on the sidelines for investing its cash for much longer, I am concerned that the stock price will continue to fall.

Upvote 7

Read Answer Asked by Cathy on November 19, 2025

• NVIDIA Corporation (NVDA $183.78)
  • $183.78 P/E (TTM): 52.86X Cap: $4.46T
  • View NVDA Profile
  • View Questions on NVDA
• Sandisk Corporation (SNDK $232.86)
  • $232.86 Cap: $34.12B
  • View SNDK Profile
  • View Questions on SNDK
• Eldorado Gold Corporation (ELD $46.35)
  • $46.35 P/E (TTM): 16.96X Cap: $9.32B
  • View ELD Profile
  • View Questions on ELD
• Celestica Inc. (CLS $481.55)
  • $481.55 P/E (TTM): 55.91X Cap: $54.52B
  • View CLS Profile
  • View Questions on CLS
• New Gold Inc. (NGD $10.78)
  • $10.78 P/E (TTM): 23.1X Cap: $8.53B
  • View NGD Profile
  • View Questions on NGD
• IAMGOLD Corporation (IMG $21.35)
  • $21.35 P/E (TTM): 25.0X Cap: $12.28B
  • View IMG Profile
  • View Questions on IMG
• Stingray Group Inc. Subordinate Voting Shares (RAY.A $13.84)
  • $13.84 P/E (TTM): 18.44X Cap: $939M
  • View RAY.A Profile
  • View Questions on RAY.A
• Shift4 Payments Inc. Class A (FOUR $68.82)
  • $68.82 P/E (TTM): 31.36X Cap: $6.09B
  • View FOUR Profile
  • View Questions on FOUR
• Rocket Companies Inc. Class A (RKT $19.24)
  • $19.24 Cap: $54.60B
  • View RKT Profile
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Q: Could you please list some companies that are growing earnings by at least 20% expected for each of the next two years with decent certainty, that have 2026 PEG <1?

Upvote 10

Read Answer Asked by Kel on November 18, 2025

• NVIDIA Corporation (NVDA $183.78)
  • $183.78 P/E (TTM): 52.86X Cap: $4.46T
  • View NVDA Profile
  • View Questions on NVDA

Q: Hi,
As everyone is looking towards Wednesday and NVDA's earnings, I have considered whether to hold, sell half or sell all. In doing so, I came across Granite Shares 2x Short NVD ETF which does not appear to be a listed holding in your database. What are your thoughts going into earnings, and if you are thinking of trying to hedge against a sharp downturn, would you use such an ETF? Is there something else you would consider? Happy to hear your thoughts - always!
Thanks!
D

Upvote 4

Read Answer Asked by Dawn on November 18, 2025

• NVIDIA Corporation (NVDA $183.78)
  • $183.78 P/E (TTM): 52.86X Cap: $4.46T
  • View NVDA Profile
  • View Questions on NVDA

Q: Peter Thiel's hedge fund and SoftBank Group Corp. have sold off their Nvidia shares.

What is your opinion on this.

Would you be selling too?

Thank you.

Upvote 8

Read Answer Asked by Ross on November 17, 2025

• Intuitive Surgical Inc. (ISRG $555.92)
  • $555.92 P/E (TTM): 74.89X Cap: $197.85B
  • View ISRG Profile
  • View Questions on ISRG
• NVIDIA Corporation (NVDA $183.78)
  • $183.78 P/E (TTM): 52.86X Cap: $4.46T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $5,277.20)
  • $5,277.20 P/E (TTM): 33.73X Cap: $170.10B
  • View BKNG Profile
  • View Questions on BKNG
• Eli Lilly and Company (LLY $993.64)
  • $993.64 P/E (TTM): 48.81X Cap: $939.37B
  • View LLY Profile
  • View Questions on LLY
• Galaxy Digital Inc. Class A common stock (GLXY $40.72)
  • $40.72 Cap: $15.91B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• RTX Corporation (RTX $174.72)
  • $174.72 P/E (TTM): 35.13X Cap: $234.25B
  • View RTX Profile
  • View Questions on RTX
• Nebius Group N.V. (NBIS $93.59)
  • $93.59 Cap: $22.28B
  • View NBIS Profile
  • View Questions on NBIS

Q: In case of market pullback. What will be your top 5 US and Canadian companies you would like to buy? Considering diversification within these 10 names.

Thank you

Upvote 37

Read Answer Asked by Gurdeep on November 17, 2025

• Microsoft Corporation (MSFT $478.56)
  • $478.56 P/E (TTM): 34.92X Cap: $3.55T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $183.78)
  • $183.78 P/E (TTM): 52.86X Cap: $4.46T
  • View NVDA Profile
  • View Questions on NVDA
• Harvest Palantir Enhanced High Income Shares ETF (PLTE $27.69)
  • $27.69 P/E (TTM): 396.93X Cap: $159M
  • View PLTE Profile
  • View Questions on PLTE

Q: For single stock etf's like this (and nvidia, Microsoft, etc), why not just trade around the ex dividend dates to lower risks and take advantage of the juicy (25% for plte!!) distribution? What am I missing with this approach

Upvote 2

Read Answer Asked by Charles on November 17, 2025

• Meta Platforms Inc. (META $650.13)
  • $650.13 P/E (TTM): 29.53X Cap: $1.63T
  • View META Profile
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• Alphabet Inc. (GOOG $321.00)
  • $321.00 P/E (TTM): 31.04X Cap: $3.86T
  • View GOOG Profile
  • View Questions on GOOG
• Intuitive Surgical Inc. (ISRG $555.92)
  • $555.92 P/E (TTM): 74.89X Cap: $197.85B
  • View ISRG Profile
  • View Questions on ISRG
• NVIDIA Corporation (NVDA $183.78)
  • $183.78 P/E (TTM): 52.86X Cap: $4.46T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $5,277.20)
  • $5,277.20 P/E (TTM): 33.73X Cap: $170.10B
  • View BKNG Profile
  • View Questions on BKNG
• JPMorgan Chase & Co. (JPM $310.11)
  • $310.11 P/E (TTM): 15.6X Cap: $844.20B
  • View JPM Profile
  • View Questions on JPM
• Oracle Corporation (ORCL $223.01)
  • $223.01 P/E (TTM): 51.05X Cap: $633.73B
  • View ORCL Profile
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• United Rentals Inc. (URI $813.59)
  • $813.59 P/E (TTM): 20.22X Cap: $51.76B
  • View URI Profile
  • View Questions on URI
• Walmart Inc. (WMT $113.18)
  • $113.18 P/E (TTM): 42.69X Cap: $902.06B
  • View WMT Profile
  • View Questions on WMT
• Axon Enterprise Inc. (AXON $568.39)
  • $568.39 P/E (TTM): 175.37X Cap: $43.13B
  • View AXON Profile
  • View Questions on AXON
• CECO Environmental Corp. (CECO $58.29)
  • $58.29 P/E (TTM): 39.43X Cap: $2.07B
  • View CECO Profile
  • View Questions on CECO
• EnerSys (ENS $150.88)
  • $150.88 P/E (TTM): 17.2X Cap: $5.43B
  • View ENS Profile
  • View Questions on ENS
• RTX Corporation (RTX $174.72)
  • $174.72 P/E (TTM): 35.13X Cap: $234.25B
  • View RTX Profile
  • View Questions on RTX
• Coinbase Global Inc (COIN $275.09)
  • $275.09 P/E (TTM): 24.0X Cap: $74.17B
  • View COIN Profile
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• Robinhood Markets Inc. (HOOD $135.66)
  • $135.66 P/E (TTM): 56.85X Cap: $121.98B
  • View HOOD Profile
  • View Questions on HOOD
• Nebius Group N.V. (NBIS $93.59)
  • $93.59 Cap: $22.28B
  • View NBIS Profile
  • View Questions on NBIS
• Galaxy Digital Inc. (GLXY $29.52)
  • $29.52 Cap: $11.53B
  • View GLXY Profile
  • View Questions on GLXY

Q: Hello 5i,

Following my SEPT 30th question and joining portfolio analytics I’ve embarked on my retooling. Following some of the great suggestions, still entering haha.

Long, Eq Wt; JPM, BN, NVDA, GOOG, META, NBIS, HOOD, COIN, GLXY, ORCL, AXON.

Starters; KRMN, CLS, SHOP, URI, WMT, CSU.

If this is YOUR U.S. portfolio what are the
next 3 full positions? And 2 starters to build out?

Yours truly, acutely aware of the risk etc etc.

Upvote 9

Read Answer Asked by Adam on November 14, 2025

• Apple Inc. (AAPL $278.78)
  • $278.78 P/E (TTM): 37.15X Cap: $4.09T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $231.78)
  • $231.78 P/E (TTM): 32.05X Cap: $2.47T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $321.00)
  • $321.00 P/E (TTM): 31.04X Cap: $3.86T
  • View GOOG Profile
  • View Questions on GOOG
• Intuitive Surgical Inc. (ISRG $555.92)
  • $555.92 P/E (TTM): 74.89X Cap: $197.85B
  • View ISRG Profile
  • View Questions on ISRG
• NVIDIA Corporation (NVDA $183.78)
  • $183.78 P/E (TTM): 52.86X Cap: $4.46T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $5,277.20)
  • $5,277.20 P/E (TTM): 33.73X Cap: $170.10B
  • View BKNG Profile
  • View Questions on BKNG
• Salesforce Inc. (CRM $264.20)
  • $264.20 P/E (TTM): 37.72X Cap: $247.55B
  • View CRM Profile
  • View Questions on CRM
• JPMorgan Chase & Co. (JPM $310.11)
  • $310.11 P/E (TTM): 15.6X Cap: $844.20B
  • View JPM Profile
  • View Questions on JPM
• Eli Lilly and Company (LLY $993.64)
  • $993.64 P/E (TTM): 48.81X Cap: $939.37B
  • View LLY Profile
  • View Questions on LLY
• United Rentals Inc. (URI $813.59)
  • $813.59 P/E (TTM): 20.22X Cap: $51.76B
  • View URI Profile
  • View Questions on URI
• Visa Inc. (V $325.73)
  • $325.73 P/E (TTM): 32.04X Cap: $628.74B
  • View V Profile
  • View Questions on V
• Toronto-Dominion Bank (The) (TD $125.88)
  • $125.88 P/E (TTM): 10.31X Cap: $214.90B
  • View TD Profile
  • View Questions on TD
• Enbridge Inc. (ENB $65.13)
  • $65.13 P/E (TTM): 25.55X Cap: $142.06B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Constellation Software Inc. (CSU $3,315.00)
  • $3,315.00 P/E (TTM): 75.76X Cap: $70.81B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Dollarama Inc. (DOL $200.46)
  • $200.46 P/E (TTM): 44.68X Cap: $55.40B
  • View DOL Profile
  • View Questions on DOL
• WSP Global Inc. (WSP $241.40)
  • $241.40 P/E (TTM): 36.11X Cap: $31.52B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Celestica Inc. (CLS $481.55)
  • $481.55 P/E (TTM): 55.91X Cap: $54.52B
  • View CLS Profile
  • View Questions on CLS
• Thomson Reuters Corporation (TRI $179.32)
  • $179.32 P/E (TTM): 32.97X Cap: $79.76B
  • View TRI Profile
  • View Questions on TRI
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $232.49)
  • $232.49 P/E (TTM): 88.05X Cap: $302.53B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Monolithic Power Systems Inc. (MPWR $979.02)
  • $979.02 P/E (TTM): 25.23X Cap: $46.90B
  • View MPWR Profile
  • View Questions on MPWR
• Axon Enterprise Inc. (AXON $568.39)
  • $568.39 P/E (TTM): 175.37X Cap: $43.13B
  • View AXON Profile
  • View Questions on AXON
• CECO Environmental Corp. (CECO $58.29)
  • $58.29 P/E (TTM): 39.43X Cap: $2.07B
  • View CECO Profile
  • View Questions on CECO
• EnerSys (ENS $150.88)
  • $150.88 P/E (TTM): 17.2X Cap: $5.43B
  • View ENS Profile
  • View Questions on ENS
• Galaxy Digital Inc. Class A common stock (GLXY $40.72)
  • $40.72 Cap: $15.91B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• CrowdStrike Holdings Inc. (CRWD $519.54)
  • $519.54 Cap: $130.97B
  • View CRWD Profile
  • View Questions on CRWD
• Vertiv Holdings LLC Class A (VRT $181.82)
  • $181.82 P/E (TTM): 70.04X Cap: $68.20B
  • View VRT Profile
  • View Questions on VRT
• RTX Corporation (RTX $174.72)
  • $174.72 P/E (TTM): 35.13X Cap: $234.25B
  • View RTX Profile
  • View Questions on RTX
• Robinhood Markets Inc. (HOOD $135.66)
  • $135.66 P/E (TTM): 56.85X Cap: $121.98B
  • View HOOD Profile
  • View Questions on HOOD
• Brookfield Corporation Class A Limited Voting Shares (BN $65.41)
  • $65.41 P/E (TTM): 92.25X Cap: $146.86B
  • View BN Profile
  • View Questions on BN
• Nebius Group N.V. (NBIS $93.59)
  • $93.59 Cap: $22.28B
  • View NBIS Profile
  • View Questions on NBIS
• Costco CDR (CAD Hedged) (COST $39.59)
  • $39.59 P/E (TTM): 48.79X Cap: $545.15B
  • View COST Profile
  • View Questions on COST

Q: The above stocks make up 80.4% of my holdings. Goog and BN @7% each. The next 5 @ 4% each and the rest at or close to 3% each. For a 10 year horizon, with risk/reward in mind, where would you invest if you had 10% of the portfolio in dry powder- new cash. Any you would sell? Note, I have been trimming CLS, VRT and NBIS to control AI exposure.

Thanks again for all the insights - love the service you provide.

Upvote 34

Read Answer Asked by Don on November 12, 2025

• NVIDIA Corporation (NVDA $183.78)
  • $183.78 P/E (TTM): 52.86X Cap: $4.46T
  • View NVDA Profile
  • View Questions on NVDA

Q: I am concerned that Softbank sold 100% of their holdings in Nvdia. Are you?

Why or why not?

Thanks



Sheldn

Upvote 14

Read Answer Asked by Sheldon on November 12, 2025

• Alphabet Inc. (GOOG $321.00)
  • $321.00 P/E (TTM): 31.04X Cap: $3.86T
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA $183.78)
  • $183.78 P/E (TTM): 52.86X Cap: $4.46T
  • View NVDA Profile
  • View Questions on NVDA
• Celestica Inc. (CLS $481.55)
  • $481.55 P/E (TTM): 55.91X Cap: $54.52B
  • View CLS Profile
  • View Questions on CLS
• CECO Environmental Corp. (CECO $58.29)
  • $58.29 P/E (TTM): 39.43X Cap: $2.07B
  • View CECO Profile
  • View Questions on CECO
• EnerSys (ENS $150.88)
  • $150.88 P/E (TTM): 17.2X Cap: $5.43B
  • View ENS Profile
  • View Questions on ENS
• Galaxy Digital Inc. Class A common stock (GLXY $40.72)
  • $40.72 Cap: $15.91B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Nebius Group N.V. (NBIS $93.59)
  • $93.59 Cap: $22.28B
  • View NBIS Profile
  • View Questions on NBIS
• Karman Holdings Inc. (KRMN $67.27)
  • $67.27 P/E (TTM): 943.71X Cap: $8.90B
  • View KRMN Profile
  • View Questions on KRMN

Q: Buying opportunities?

Please give us your best buying CA & US stocks that have been unduly beaten up by this mini correction and hints on your reasonning.

Thanks to you for your great expertise

Upvote 47

Read Answer Asked by Jean on November 11, 2025

• NVIDIA Corporation (NVDA $183.78)
  • $183.78 P/E (TTM): 52.86X Cap: $4.46T
  • View NVDA Profile
  • View Questions on NVDA
• Palantir Technologies Inc. (PLTR $187.91)
  • $187.91 P/E (TTM): 606.13X Cap: $447.87B
  • View PLTR Profile
  • View Questions on PLTR

Q: Please what do you think of the big bet against again Palentir and Nividia by the so called "Bigshot "Michael Burry? Possible effects and consequences?

Thank you very much in advance?

Upvote 6

Read Answer Asked by Gabriel on November 10, 2025

• Costco Wholesale Corporation (COST $874.41)
  • $874.41 P/E (TTM): 63.71X Cap: $387.52B
  • View COST Profile
  • View Questions on COST
• Intuitive Surgical Inc. (ISRG $555.92)
  • $555.92 P/E (TTM): 74.89X Cap: $197.85B
  • View ISRG Profile
  • View Questions on ISRG
• Microsoft Corporation (MSFT $478.56)
  • $478.56 P/E (TTM): 34.92X Cap: $3.55T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $183.78)
  • $183.78 P/E (TTM): 52.86X Cap: $4.46T
  • View NVDA Profile
  • View Questions on NVDA
• Eli Lilly and Company (LLY $993.64)
  • $993.64 P/E (TTM): 48.81X Cap: $939.37B
  • View LLY Profile
  • View Questions on LLY
• Walmart Inc. (WMT $113.18)
  • $113.18 P/E (TTM): 42.69X Cap: $902.06B
  • View WMT Profile
  • View Questions on WMT
• Tesla Inc. (TSLA $451.45)
  • $451.45 P/E (TTM): 293.05X Cap: $1.50T
  • View TSLA Profile
  • View Questions on TSLA
• CrowdStrike Holdings Inc. (CRWD $519.54)
  • $519.54 Cap: $130.97B
  • View CRWD Profile
  • View Questions on CRWD
• DoorDash Inc. (DASH $220.30)
  • $220.30 P/E (TTM): 113.28X Cap: $96.97B
  • View DASH Profile
  • View Questions on DASH
• Robinhood Markets Inc. (HOOD $135.66)
  • $135.66 P/E (TTM): 56.85X Cap: $121.98B
  • View HOOD Profile
  • View Questions on HOOD
• Howmet Aerospace Inc. (HWM $192.39)
  • $192.39 P/E (TTM): 54.55X Cap: $77.35B
  • View HWM Profile
  • View Questions on HWM

Q: What might be 10 stocks (trading on a usa exchange but not necessarily a US company) that you would suggest holding for all of 2026 as a portfolio. Thank you.

Jason

Upvote 21

Read Answer Asked by Jason on November 05, 2025

• NVIDIA Corporation (NVDA $183.78)
  • $183.78 P/E (TTM): 52.86X Cap: $4.46T
  • View NVDA Profile
  • View Questions on NVDA
• Constellation Software Inc. (CSU $3,315.00)
  • $3,315.00 P/E (TTM): 75.76X Cap: $70.81B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Assuming that one is a bit overweight in CSU and lacking NVDA, how would you consider a reallocation of investment dollars at the current time (i.e., realizing they have been trending in opposite directions)?

Relatedly, would you be comfortable purchasing NVDA at current levels (~$205).

Thanks!

Upvote 11

Read Answer Asked by Steven on November 03, 2025

• NVIDIA Corporation (NVDA $183.78)
  • $183.78 P/E (TTM): 52.86X Cap: $4.46T
  • View NVDA Profile
  • View Questions on NVDA

Q: Everyone, I have made 11 times my money on NVDA and did not sell a share (do not plan to sell any either). I haven’t read any real concerns so, what are the risks in the next two years. Clayton

Upvote 12

Read Answer Asked by Clayton on November 03, 2025

• Alphabet Inc. (GOOG $321.00)
  • $321.00 P/E (TTM): 31.04X Cap: $3.86T
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA $183.78)
  • $183.78 P/E (TTM): 52.86X Cap: $4.46T
  • View NVDA Profile
  • View Questions on NVDA
• Celestica Inc. (CLS $481.55)
  • $481.55 P/E (TTM): 55.91X Cap: $54.52B
  • View CLS Profile
  • View Questions on CLS
• Nebius Group N.V. (NBIS $93.59)
  • $93.59 Cap: $22.28B
  • View NBIS Profile
  • View Questions on NBIS

Q: How would you recommend I invest a 2% position in the AI sector for a 5 - 10 year hold? Willing to take some risk.

Upvote 27

Read Answer Asked by Tim on November 03, 2025

• NVIDIA Corporation (NVDA $183.78)
  • $183.78 P/E (TTM): 52.86X Cap: $4.46T
  • View NVDA Profile
  • View Questions on NVDA
• Kinaxis Inc. (KXS $176.00)
  • $176.00 P/E (TTM): 104.29X Cap: $4.93B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Palantir Technologies Inc. (PLTR $187.91)
  • $187.91 P/E (TTM): 606.13X Cap: $447.87B
  • View PLTR Profile
  • View Questions on PLTR

Q: NVDA and PLTR announced a partnership to develop a business for corporate supply chain logistics. Is KXS about to get their lunch eaten by these big players?

Thanks.

Upvote 6

Read Answer Asked by Joel on October 29, 2025

• NVIDIA Corporation (NVDA $183.78)
  • $183.78 P/E (TTM): 52.86X Cap: $4.46T
  • View NVDA Profile
  • View Questions on NVDA

Q: So whats 5 i s insights on NVIDIA or another AI white knight one day soon having a potential Nortel or Enron moment
Ie behind the scenes accounting Issues !?

The complexity of the current circular revenue & investment streams is really something !!

Upvote 7

Read Answer Asked by Brant on October 29, 2025

• NVIDIA Corporation (NVDA $183.78)
  • $183.78 P/E (TTM): 52.86X Cap: $4.46T
  • View NVDA Profile
  • View Questions on NVDA
• Celestica Inc. (CLS $481.55)
  • $481.55 P/E (TTM): 55.91X Cap: $54.52B
  • View CLS Profile
  • View Questions on CLS
• Vertiv Holdings LLC Class A (VRT $181.82)
  • $181.82 P/E (TTM): 70.04X Cap: $68.20B
  • View VRT Profile
  • View Questions on VRT
• Nebius Group N.V. (NBIS $93.59)
  • $93.59 Cap: $22.28B
  • View NBIS Profile
  • View Questions on NBIS

Q: Huge thank you for directing me to NBIS, VRT, CLS, and NVDA. With all of their success, I find that I have been slowly trimming these companies quite regularly. Currently I want to let them run for a bit longer than I normally would. So with that said, what is the maximum percentage of your portfolio you would feel comfortable holding the above companies before trimming?

Much appreciated!

Stefan

Upvote 18

Read Answer Asked by Stefan on October 27, 2025

• NVIDIA Corporation (NVDA $183.78)
  • $183.78 P/E (TTM): 52.86X Cap: $4.46T
  • View NVDA Profile
  • View Questions on NVDA
• CoreWeave Inc. (CRWV $88.16)
  • $88.16 Cap: $45.17B
  • View CRWV Profile
  • View Questions on CRWV

Q: hi,
can I get Peter's thoughts on the "circular" financing of AI deals going on please. can he compare this to the same phenomenon that was going on in the Dotcom bubble. Does Peter think this is starting to look like the companies propping up the AI theme overall? when an average investor looks into what these companies are involved in, one does not get much confidence in their "leaders" honesty and morality, which could lead an average investor to believe things are being manipulated.
cheers, Chris

Upvote 8

Read Answer Asked by chris on October 24, 2025

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Q: Hi 5i, What technology companies are likely to be in business in 20 years from today.
Of the above ?
Thanks

Upvote 9

Read Answer Asked by Fernando on October 23, 2025