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5i Recent Questions
Q: Happy New Year to 5i research communities!

Recently, the term "quantum computing" has been heard and read from all kinds of media often and people believe this theme might be a thing for 2026. How do you think of this theme? and any investable ideas you could suggest? Thanks.
Read Answer Asked by Lin on January 09, 2026
Q: Hi,

Do you see these sectors (nuclear, quantum, and bitcoin/compute mining) in a bubble? Every few days I see some names in these areas up over 15-20% and many have more than 3-4X. I know they are more on the aggressive risk spectrum, would you be chasing any of these? If you had to pick a few that are worth investing in currently or on pullbacks, which ones would they be? Or are they more speculative trading stocks vs real long term profitable names? Thanks and Happy Thanksgiving!
Read Answer Asked by Keith on October 16, 2025
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