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5i Recent Questions
Q: NBIS market cap is much lower than CRWV yet NIBS has more offerings in autonomous driving, robotics, training etc. It was nice to see the recent GS price target of $68.

Do you see a pathway for NBIS market cap to expand further as they continue to execute and get discovered?
Read Answer Asked by Sal on July 18, 2025
Q: Dear Peter et al:

The earnings season is about to begin! VRT on 23/07 and NBIS on 31/07. I know you don't like to buy something purely based on one quarter's earnings. But if one needs to add to an existing VRT position, is it prudent to wait or add now? I have no position in NBIS. Should one buy now or wait till the earnings or out? The main reason I am asking is NOT to time the market but to avoid that free fall that sometimes these earnings bring on! Seem to be more unpredictable nowadays than ever before!
Read Answer Asked by Savalai on July 15, 2025
Q: How would you rank the listed companies for new money today in a growth oriented portfolio?
Read Answer Asked by Andrew on July 14, 2025
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