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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: When you assess the weightings of your entire portfolio do you typically include ETFs as well as individual stocks or just stocks? I’m trying to assess if I need to trim any of my assets

Regarding PNG what do you think is a good entry price? Do you see good growth potential? Are there any other good robotics companies that may benefit from AI advancements?

Thank you!
Read Answer Asked by Mark on September 18, 2025
Q: Can you evaluate the potential growth of SERV? I saw it as one of 16 names in AI that Wedbush was profiling as an under the radar play among larger players. Average target prices suggest 66% (from what Trade shows) upside which makes me skeptical. Is the autonomous delivery market big enough to justify this optimism? Small market cap and pretty flat this year. Worth a small position or too speculative?
Read Answer Asked by Tim on September 16, 2025
Q: Can you recommend some stocks in Robotics?
Read Answer Asked by Danielle on June 13, 2025
Q: These two (especially SERV) are tanking this A.M, presumably because of the news that NVDA has dissolved their position in both. My initial thoughts are that this changes nothing of substance for the company (SERV) itself, and especially that it still has its deal with UBER. Of course substance and sentiment are separate animals. In general how does one play this? Do you wait a few days and see what transpires, buy more? Sell? Your thoughts are appreciated. Thanks.
Read Answer Asked by Alex on February 14, 2025
Q: I notice that Nividia has invested in Nbis & Soun,
Appprciate if you could name other companies that Nividia has invested in that trade on North American exchanges’
Thank You
Read Answer Asked by Terry on December 09, 2024
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