Market, Model Portfolio, New Podcast Episode, and Report Updates!

Michael Huynh Mar 12, 2026
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The Weekly Brief (As of March 19)

  • Palo Alto Networks (PANW) approved a share repurchase program of up to an additional $1.0 billion; this program is an increase to the existing $4.1 billion repurchase authorization.
  • Nvidia (NVDA) CEO expects revenue to hit $1 trillion through 2027 at the company’s annual product showcase.
  • Nebius (NBIS) signed a new AI infrastructure deal with Meta (META), with META expected to spend up to $27 billion over the next five years.
  • Mastercard (MA) announced it will acquire BVNK – a leader in stablecoin infrastructure – for $1.8 billion.
  • Amazon (AMZN) CEO said in an internal meeting that he sees AI doubling prior AWS sales projections to $600 billion by 2036.
  • Micron (MU) posted better-than-expected Q2 results, reporting EPS of $12.20 on revenue of $23.86 billion, significantly beating expectations of $9.0 on revenue of $19.7 billion, thanks to favourable DRAM prices.

*Analysts of 5i Research responsible for this report have a financial or other interest in AMZN, NVDA, MU, MA. The i2i Fund has a financial or other interest in NBIS. Clients of i2i Capital Managements Private Investment Counsel service (i2i PIC) may hold a financial interest in any companies discussed and the views of i2i PIC may differ from the views of 5i Research.

New Podcast Episode!

🎧 In this episode:

Chris and Ryan cover:

  • The latest from hyperscalers - MSFT, META, AMZN, GOOGL

  • The rolling SaaS selloff and why we think the “SaaS-pocalypse” may be nearing its end

  • The VIX and the bifurcated market

  • High-beta investing

  • Magellan Aerospace (MAL)

  • Combining fundamentals with price momentum

Listen on Spotify

Report Updates

We have posted report updates on Savaria Corporation (SIS) and Toromont Industries (TIH). SIS is a global leader in the accessibility industry, providing solutions, including home elevators, stairlifts, and patient-care equipment, that help the elderly and physically challenged improve their mobility and independence. TIH is one of Canada's leading providers of specialized equipment and lifecycle support services, operating through an exclusive partnership with Caterpillar. One company has been steadily optimizing its cost structure through lean manufacturing initiatives, with margins reaching record levels, while the other has emerged as an unexpected beneficiary of the AI investment theme.

Read the latest updates by logging in here!

Rating Adjustment Report

We have posted a rating adjustment report on goeasy (GSY). On March 10, 2026, goeasy (GSY) provided a financial and operational update in which the company expects roughly $331 million in Q4 net charge-offs, including $178 million tied largely to issues at its LendCare division. While GSY's issues are partly industry-related, they are also exacerbated by other decisions the company had made in the business. Because of the higher-than-expected defaults and rising credit losses, the company withdrew its financial outlook and three-year forecast, and warned that the losses could put pressure on some loan covenants. Consequently, we are dropping our rating on Goeasy (GSY) by four notches to “C+”.

Read the latest updates by logging in here!