Q: I have watched many Youtube examples where jobs can be replaced with AI, whether it's call centers or financial analysts where Claude filled in forecasts exactly as an analyst would have. What stocks would you identify as leveraging the AI technology the most in the future? I would buy Anthropic if they were public (may occur this year yet). I'm assuming Google, Nvidia, but am I missing any? For example, Propel Holdings Inc uses AI... I would think that this would make Propel ahead of the game and be a very smart investment today.
Thank you,
Kevin

Q: Hi 5i team,

Are there any interesting and investible stocks that are showing up on your radar that are close to turning a profit (maybe a quarter or 2 away) or have just turned profitable? Similar to a company who just initiated their first dividend, these types of stocks tend to get noticed quickly in the investment community. I assume these would be small and/or mid cap and thus higher risk but that is fine.
I/we sincerely appreciate your sage advice throughout the year and especially in the difficult weeks ...keeping us calm.
All the best to your entire staff and families during the holiday season and into 2026!!!

Cheers,
Steve

Q: Could you please give your thoughts on Klarna's recent quarter. How doers it stack up against Affirm and would either of these be attractive at current prices? Thanks.