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5i Recent Questions
Q: Hello Everyone,

May I have your take on Apple and Amazon earnings please. Market seems to like them.

Also was the Microsoft sell off after earnings yesterday to some degree because the stock was priced to perfection?

Thank you.
Read Answer Asked by Sandra on October 30, 2025
Q: Greetings 5i, a combination of these 2 companies was announced along with release of preliminary results (Q4 & FY 2025 for Skyworks; Q2 2026 for Qorvo). Referencing your response to my last question on Skyworks Oct 20th, please update your analysis of future growth prospects for the combined entity. Would you add, hold or sell Skyworks (I had not yet gotten around to exiting my position)? The last question on Qorvo was in 2022. Thank you.
Read Answer Asked by Barbara on October 30, 2025
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