Q: WSJ suggests that the AI boom is increasingly fragile.

Does 5i agree with that position?

If YES what companies would be most a t risk?

Thanks.

Q: Good day to all, SONDER went bankrupt over the weekend so thank you for helping me dodge that bullet!

On another note, when you issue a recommendation to "Buy/Sell/Hold" or when evaluating a company, what is your general timeline for investment?

Or is your report card grade more of a present and general evaluation of a company. The evaluations appear to me to be on point and detailed enough for my limited knowledge.

My investment psyche tries to be "buy and hold and enjoy dividends and growth" but everyone has their own timeline and strategies (or "strat" as my teens say)

As always, thanks for all you do.

Q: Hi Team,
This week so far has been the worst ever for my portflio. Down 12% just this week. . The names I had conviction in are getting demolished this earnings season (Lmn , gsy, Prl , PNG , Rddt , Meta , nbis , nvda ) to name a few that are dropping big today . The market has felt jittery to me for a while now like a house of cards. Where do you see things heading from here ? Is it time to move to the sidelines ? Or hold out for more pain? On the other side of things are there any specific buying opportunities or stocks you are watching to buy or add to during the recent declines?

Thanks ,
Shane