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5i Recent Questions
Q: Hi,
In reading a recent article on AMD's move into the NVDA market I read at: https://finance.yahoo.com/markets/stocks/articles/3x-amd-cracked-nvidia-code-133943897.html
I had to wonder about whether it would be prudent to sell some NVDA shares currently held in my TFSA to diversify into AMD, INTC and possibly MRVL. I've done extremely well on NVDA over the years and am starting to think about how much farther NVDA can run, vs some of the smaller semis at this point. I am also concerned with NVDA's price movements lately, as it finally broke out of consolidation, only to drop back today when others are climbing. Are there other names I should be considering as well? I use this account for shorter term momentum stocks, and keep a close eye on it. I would greatly appreciate your thoughts regarding NVDA and other semis - I also really enjoyed your Jan 5 Opinion piece on all things AI related and have been able to do well from a number of the stocks you highlighted - many thanks!
D
Read Answer Asked by Dawn on May 01, 2026
Q: Hi 5i,

Would appreciate your thoughts on AMD moving forward.

I have held the stock for over 3 years and have done well but considering selling for other opportunities in the market at the moment.

Do you believe AMD has the potential to eventually catch up to Nvidia over the next few years? Can it keep capturing market share from intel?

Thank you,

Greg C.

Read Answer Asked by GREGORY on February 19, 2026
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