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Dear CSI Team, thank you for your continued guidance and knowledge sharing 🌻🙏 Queries: The YT subscription includes all the manuals, reports, documentation that CSI team issues from time to time? And these documents are sent to our inbox or do we need to access the Discord channel? Suggestions: If you're comfortable, do share some photos of your hiking trip in the next post and some light hearted moments that you experience. Have an awesome weekend ahead ❤🙏✌️🌟

To be a successful business owner and investor, you have to be emotionally neutral to winning and losing. Winning and losing are just part of the game. Risk comes from not knowing what you are doing...

QTUM etf

Allegro Microsystems again. I really should pick it up and let it sit there. See what happens.

Another potential quantum computing stock might be Pulsar Helium Inc PSRHF. This company recently made a major helium discovery in northern Minnesota. Helium is very rare in nature and this deposit may be extremely valuable. PSRHF is currently evaluating the discovery and the State is trying to figure out how they might regulate it.

I'm thinking to put some cash in stocks, I was at Salt Shack and i overheard some friends saying its ripe enough, but Is this a good time to buy stocks? I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?

Great channel.

Great video! I was hoping you guys would say D-Wave and Rigetti Computing were good Quantum investments. I know they are running out of cash but I am hoping they can get the job done or get acquired.

I like SMCI. I know their margins and moat are in question but their revenue and Earnings growth is massive and projected to be very strong for the next few years.

Great, informative video. I actually didn't do much of a deep dive on financials when I first bought a small amount of this stock (around $20 a share), I just knew they had some AI torque. I haven't added to the position, but at these prices I think I'll just let that initial investment ride. Also did NOT know spin-offs were a vehicle to dump debt - the more you know!

Let's do fusion energy stocks next, maybe Mars construction companies after that.

VGT etf is not available for EU investors

Please quote SI units, which are centigrade degrees; also, -273 is absolute zero, where entropy is zero.

Great overview !

Had no idea what that quantum computing apparatus was bit it looked cool. So I took some nibbles of some quantum computing stocks maybe they'll payoff in 15 or 20 years

I just sold IONQ, still own QUANTUM SI but thinking gettin rid of it very soon. All these start up, Spac stocks didn't give me any satisfactions

party right now is in metals, Ag, Cu, etc.

you missed the smci story !!!! , again and again, smci is not only a assembler !! Did you changed your mind on SMCI ?

Bought in on skywater when it dipped recently. Got in at 6.65

Would be interesting to compare VGT with XLK

Thanks you!👍

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no

Dang, I needed to find out about this a year ago

AMD is the next big thing in AI

Thank you. I own a few shares of Dwave stock that doubled between September 2023 and January 2024, but it has been flat since. Been wondering about the future of quantom.

is 160 a good rate per share? or should I wait for it to go down

💎 Cognizant Technology Solutions (CTSH) 💎

💎 Constellation ☀️ Energy Corporation (CEG) 💎

mrvl up 4% today....

I believe only Nvidia will be the next Nvidia, meaning it is in a class amongst itself and has future growth commensurate with its recent past. Blackwell is going to create a multi year moat that the rest will nibble around the edges of. Nvidia will be at minimum a $5T company by EO 2028.

And they will forever...

How do you handle cyclical stock do you sell them near the end of the cycle or keep them for the long term?

Excellent analysis! I missed VRT also 😢

Which Quantum Computing ETF is for non-American investors? 😊

Water cooling or using toxic/flammable coolants are not something you'd want in a Datacenter. This is a horrible investment and almost a scam.

Love the topic. Can you please do a follow up video on their mining practices,very questionable labor practices in this industry. Awesome channel .

What will make the stock drop? What catalyst gets it back to a value play? Maybe a drop would indicate the company isn't run efficiently or other companies are better. There does seem to be a tailwind bc of the growth of data centers. Yesterday stock was up, volume pretty strong. What is the market seeing? If you want to participate with your own money, put on a collar to play next quarter earnings. Buy the August 105 call, buy the 105 put and sell 120 call to help fund the price of the Put. If stock drops you have the protective Put in place to get your money back. If stock kindly rises. adjust short call and sell some short puts below 105. Picking stocks is near IMPOSSIBLE, most fail at it most of the time. I like the story but all stocks are bad so play it safe until you know she's the marrying kind, lol. Thx for the high quality video and info.

i stumbled on pstg today. perhaps way late to the game on this one, but jumped in today

I got 15 share with a 31.26 average.... its something 😂

Nice recovery from Oracle and ARM. CompoSecure consolidation seems ending anytime soon.

Had this on my watchlist since 3/22! It’s up 26% since then sheesh! I was waiting for a better price or pullback!

Applied Digital is 1 of my data center plays.

Interesting perspective on a competitor of Super Micro. I've considered investing in Vertiv and will keep this one on my radar. A closer look at the Vertiv balance sheet is next.

Awesome video guys. Thanks for giving me the skinny on VRT!!!

I love this company. Nice sober analysis, minus the noise. I think the entire energy efficiency & power/cooling space is going to be far more important than most realize. I'm not surprised Nvida is invested in this space, they have to be. I'm excited to see who will solve the energy problem, or perhaps we will get incremental gains all around,and that will be enough to offset some of the problems. It's an exciting time to be alive. You'll never get around EROEI.