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Q: Looking for "early winners" in "picks and shovels" for AI. Please rank among listed [FN COHR CRDO ANET SMCI] or others at current prices with what you like most about potential

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Read Answer Asked by sam on June 21, 2023

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Q: Would you consider these as early winners as AI "picks and shovels", quite apart from SMCI which has had a huge run-up?
What are your views on other hardware for cloud benefitting from AI - such as, IBM DELL HPE NET and CSCO. Bottom line - which are buyable today or could you suggest buy prices?

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Read Answer Asked by sam on June 16, 2023

• Credo Technology Group Holding Ltd (CRDO)
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Q: Hi Peter and the 5i team,

Do you have an insight and opinion on Credo Technologies CRDO?
Regards
Rajiv

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Read Answer Asked by Rajiv on June 06, 2023