Q: Q: Hi, Could you please comment on C3AI earnings. Thank you
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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.
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Eaton Corporation PLC (ETN)
- Pure Storage Inc. Class A (PSTG)
- Super Micro Computer Inc. (SMCI)
- Coherent Corp. (COHR)
- Vertiv Holdings LLC Class A (VRT)
- Palantir Technologies Inc. Class A (PLTR)
- C3.ai Inc. Class A (AI)
Q: Its likely this has been asked before but I couldn't find it... Besides the big guns NVDA, MSFT etc what smaller AI players providing the picks & shovels look good forward ? Which ones would make good targets for the big guys ? Thank you.
- Super Micro Computer Inc. (SMCI)
- Innodata Inc. (INOD)
- Vertiv Holdings LLC Class A (VRT)
- Palantir Technologies Inc. Class A (PLTR)
- C3.ai Inc. Class A (AI)
Q: I am trying to purchase 5 american companies to hold in an AI-focussed portfolio, probably for 5 years or so through this next bull market. I already own the megacaps and so I am specifying less than $200 billion market cap for each of these. Can you give me your top AI-related plays with these criteria? Thanks.
- EPAM Systems Inc. (EPAM)
- Globant S.A. (GLOB)
- Perion Network Ltd (PERI)
- Vertiv Holdings LLC Class A (VRT)
- Palantir Technologies Inc. Class A (PLTR)
- Snowflake Inc. Class A (SNOW)
- Upstart Holdings Inc. (UPST)
- C3.ai Inc. Class A (AI)
Q: I'm hoping you can give your thoughts on these as well as rank these potential AI companies for a 5 year hold.
EPAM; GLOB; C3AI; PERI; UPST; PLTR; SNOW; CAN; VRT
EPAM; GLOB; C3AI; PERI; UPST; PLTR; SNOW; CAN; VRT
- Apple Inc. (AAPL)
- Adobe Inc. (ADBE)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Super Micro Computer Inc. (SMCI)
- CrowdStrike Holdings Inc. (CRWD)
- Vertiv Holdings LLC Class A (VRT)
- Palantir Technologies Inc. Class A (PLTR)
- C3.ai Inc. Class A (AI)
Q: Hi, I would like to invest in AI (Artificial Intelligent)
I own: . AAPL.3%, ADBE. 3%, MSFT.3%, NVDA. 3%.
Do you have other stocks to suggest to me or add 2% to the four I currently have.
Thanks
Jean Guy
I own: . AAPL.3%, ADBE. 3%, MSFT.3%, NVDA. 3%.
Do you have other stocks to suggest to me or add 2% to the four I currently have.
Thanks
Jean Guy
- NVIDIA Corporation (NVDA)
- Advanced Micro Devices Inc. (AMD)
- Super Micro Computer Inc. (SMCI)
- ASML Holding N.V. (ASML)
- C3.ai Inc. Class A (AI)
Q: I am looking for growth stocks in the cpu/GPU/AI realm.
Is it too late to get into SMCI at $250?
In what order would you buy NVDA, SMCI, AMD and ASML? Please include other names which you think are worth considering in this space.
Thanks
Is it too late to get into SMCI at $250?
In what order would you buy NVDA, SMCI, AMD and ASML? Please include other names which you think are worth considering in this space.
Thanks
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Super Micro Computer Inc. (SMCI)
- CrowdStrike Holdings Inc. (CRWD)
- Palantir Technologies Inc. Class A (PLTR)
- C3.ai Inc. Class A (AI)
- Rivian Automotive Inc. (RIVN)
Q: Dear Peter et al:
Above mentioned stocks I hold as a small percentage of my portfolio. Of course I am down now! However I have been using covered call strategy to "get paid whilst I wait"! So, I am happy to hold them for a few years.
The question I have is this. Are these good companies to hold for a few years? If not, would you suggest any alternatives? I see from your answers that you like FTNT/CRWD,PANW.
Thank you for your answer.
Mano.
Above mentioned stocks I hold as a small percentage of my portfolio. Of course I am down now! However I have been using covered call strategy to "get paid whilst I wait"! So, I am happy to hold them for a few years.
The question I have is this. Are these good companies to hold for a few years? If not, would you suggest any alternatives? I see from your answers that you like FTNT/CRWD,PANW.
Thank you for your answer.
Mano.
- 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
- 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: is C3.AI trading on the NYSE?
- 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
- Adobe Inc. (ADBE)
- NVIDIA Corporation (NVDA)
- Salesforce Inc. (CRM)
- Constellation Software Inc. (CSU)
- Palantir Technologies Inc. Class A (PLTR)
- Snowflake Inc. Class A (SNOW)
- C3.ai Inc. Class A (AI)
Q: Cathie Wood - “For every dollar of hardware that Nvidia sells, software providers, SaaS providers will generate 8 dollars in revenue.” (from A.I.)
Fact or fiction? If fact what SaaS names would be of most interest?
Fact or fiction? If fact what SaaS names would be of most interest?
Q: Hi, Could you please comment on Ai earnings. Thank you
- 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?
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Advanced Micro Devices Inc. (AMD)
- GLOBAL X FDS (BOTZ)
- EPAM Systems Inc. (EPAM)
- iShares Robotics and Artificial Intelligence Multisector ETF (IRBO)
- Palantir Technologies Inc. Class A (PLTR)
- Snowflake Inc. Class A (SNOW)
- Upstart Holdings Inc. (UPST)
- C3.ai Inc. Class A (AI)
Q: Its pretty obvious that AI is going to be a big investment thesis this year and likely for a number of years. It looks like it will be very disruptive, which will create investment opportunities. With that will come hype and promotion of low quality companies that will get propped up in the wave of AI. Like crypto, NFT's, etc etc I think AI will probably be the next craze, and a lot of money will be made and lost. But so far the only recommendations I'm reading about are mega caps like Nvidia, Apple, GOOG which can do well but they aren't going to be multibaggers. Do you have any insight into smaller companies that may benefit most from this AI boom? Looking for game changing smaller companies that have the best chance at multibagger gains? Thx
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Fortinet Inc. (FTNT)
- C3.ai Inc. Class A (AI)
Q: Hello Peter & Team:
I would like to added some growth stocks into my current defensive ones. Which of the above stocks represents a good growth prospect within the next 3-5 years, from most prefer, to least prefer.
Secondly, From an AI perspective, are there additional names which is also a good candidate in addition to the above mentioned?
Thank you as always
I would like to added some growth stocks into my current defensive ones. Which of the above stocks represents a good growth prospect within the next 3-5 years, from most prefer, to least prefer.
Secondly, From an AI perspective, are there additional names which is also a good candidate in addition to the above mentioned?
Thank you as always
Q: what is your thoughts on c3.ai ? thank you
- PayPal Holdings Inc. (PYPL)
- Sea Limited American Depositary Shares each representing one Class A (SE)
- DocuSign Inc. (DOCU)
- Cardiol Therapeutics Inc. (CRDL)
- Digital Turbine Inc. (APPS)
- QuantumScape Corporation Class A (QS)
- Desktop Metal Inc. Class A (DM)
- Skillz Inc. Class A (SKLZ)
- Roblox Corporation Class A (RBLX)
- C3.ai Inc. Class A (AI)
- Aeva Technologies Inc. (AEVA)
- Horizons Global BBIG Technology ETF (BBIG)
- Sharecare Inc. (SHCR)
- TortoiseEcofin Acquisition Corp. III Class A (TRTL)
- Matterport Inc. (MTTR)
- Ginkgo Bioworks Holdings Inc. Class A (DNA)
- IonQ Inc. (IONQ)
- Planet Labs PBC Class A (PL)
- GeneDx Holdings Corp. (WGS)
Q: Hi there, I am down considerably on the above stocks. Can you please advise which stocks have the greatest chance to recover in the next few years? Most are over 70% down and should I sell some to reinvest in better operating companies such as GOOG and AMZN. thank you for your time.
Q: Hi, Could you please comment on AI earnings. Can you compare it to Palentir?
Thank you
Thank you