Latest Stock Buy or Sell? Make More Informed Decisions!

Quantum computing now is in a classic hype cycle. Don't take any options. Take some profits. There's a lot of volatility in this space; these companies are not profitable. But in a few years, you will wish you had got in on the ground floor.

The chart is absolutely flowing, but don't buy it now. Don't write any calls, because the stock could take off. Try it at US$3,300 or $3,200 or $3,100. There's support at C$4,200, then $3,750--it shouldn't fall below this.

MU is a trade, not an investment. They design and make chips. The DRAM is its biggest product; but memory chips like this are highly cyclical with changing demand. He sold MU last summer.

Still owns this and CDNS and Ansys stock, a peer, which dominate this space. The stock is stuck because it's stuck in UK regulations, though he expects it to be approved next year. When it does, SNPS will be the king of this space. His price target is $648. They last beat the top and bottom lines. Buy this at $440-460 or even now.

Benefits from the gen-AI revolution, though 70% of their earnings come from AWS, and the rest from their e-commerce. His price target is $246. It's one of his top holdings, though he sometimes buys calls. Buy around $210, but doesn't see it falling below $200.

On Dec. 3, they missed top and bottom lines, but shares actually rallied because the CEO talked about Agent Force which impressed the street. Has a decent runway. Best to buy around $320; it won't fall below $300.

There's something about their management. It has a stable of great products for content creation et al, but they disappoint during earnings; it's how they frame earnings. Their earnings are actually not bad, but they are so conservative that they lower their forecasts. On Dec. 13, they barely beat the top line and were in line the bottom line, but lowered guidance again. Look at Service Now, instead, in SAAS.

He's wanted to own this for a while. They provide supply chain solutions, which is topical. Now, the price is too rich. Earnings are coming up, so wait for that. 

He just sold a third of his holding. His target is $135. Take profits.

When it fell off the cliff last July. They lead end point and cloud workload cybersecurity. Shares have rebounded well, but he prefers SentinelOne.

He targets $207.35. Operates three segments, including cloud. A great turnaround story to get into the cloud, now #4. They reported Nov. 5 and missed top and bottom lines. Shares traded off, but others snapped up those shares. They recently did a big partnership with Meta. The forward PE is an attractive 31x. Has 15% upside.

Has done very well, but still has some runway left. He targets $215. GOOG poised to take the lead from Open AI and Microsoft, mainly due to the launch of Gemini 2.0, which solidifies their leadership in search and AI. They won't lose much market share in search now with Gemini 2.0. It remains undervalued compared to peers.

He targets $321. They reported on Nov.10 and raised guidance, but missed the top, met at the bottom. They brought in a new COO, who came from Alexa. Their total addressable market has expanded.