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5i Recent Questions
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Broadcom Inc. (AVGO)
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Micron Technology Inc. (MU)
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NVIDIA Corporation (NVDA)
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Pure Storage Inc. Class A (PSTG)
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Celestica Inc. (CLS)
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Vertiv Holdings LLC Class A (VRT)
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Arm Holdings plc (ARM)
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Nebius Group N.V. (NBIS)
Q: Other than the joint venture partners, what companies do think will benefit the most from the AI infrastructure plan introduced by Pres. Trump on Tuesday? I suspect VRT and CLS will benefit, but I am sure there are others in AI support businesses.
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F5 Inc. (FFIV)
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NVIDIA Corporation (NVDA)
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PayPal Holdings Inc. (PYPL)
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Bristol-Myers Squibb Company (BMY)
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Eli Lilly and Company (LLY)
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Oracle Corporation (ORCL)
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Walmart Inc. (WMT)
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Fortinet Inc. (FTNT)
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EVINE Live Inc. (EVLV)
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Datadog Inc. (DDOG)
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Vertiv Holdings LLC Class A (VRT)
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Sprout Social Inc (SPT)
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monday.com Ltd. (MNDY)
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Uranium Energy Corp. (UEC)
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Symbotic Inc. (SYM)
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Arm Holdings plc (ARM)
Q: Hello 5i,
We are in sync with the theory that hardware stocks will slow down and software will be the next phase. Which stocks from this group would you purchase today if not owned. We will assume that those not mentioned may be purchased on a pull-back. Of the list, are there any stocks that you would swap out for another stock?
WMT, NVDA, VRT, FTNT, GDDY, EVLV, SPT, UEC, FFIV, PYPL, SYM, BMY, LLY, APPF, ARM, MNDY, ORCL
Thank you for your help.
D&J
We are in sync with the theory that hardware stocks will slow down and software will be the next phase. Which stocks from this group would you purchase today if not owned. We will assume that those not mentioned may be purchased on a pull-back. Of the list, are there any stocks that you would swap out for another stock?
WMT, NVDA, VRT, FTNT, GDDY, EVLV, SPT, UEC, FFIV, PYPL, SYM, BMY, LLY, APPF, ARM, MNDY, ORCL
Thank you for your help.
D&J
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NVIDIA Corporation (NVDA)
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Serve Robotics Inc. (SERV)
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Recursion Pharmaceuticals Inc. (RXRX)
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NANO-X IMAGING LTD (NNOX)
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Arm Holdings plc (ARM)
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Nebius Group N.V. (NBIS)
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SoundHound AI Inc. (SOUN)
Q: I notice that Nividia has invested in Nbis & Soun,
Appprciate if you could name other companies that Nividia has invested in that trade on North American exchanges’
Thank You
Appprciate if you could name other companies that Nividia has invested in that trade on North American exchanges’
Thank You
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