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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: The Cerebras IPO, that has been delayed since last year, looks very interesting. I wonder if 5i has a view on if/when it will happen and considers it attractive.
Having spent some time working on wafer scale integration, it is a far more complex and challenging problem than they make it sound like.
Appreciate your insight, Peter
Read Answer Asked by Peter on February 10, 2025
Q: TRAC has developed an AI model to predict startups most likely to become unicorns in 2025. The model identifies 30 new startups with a one-in-five probability of achieving unicorn status.

Notable startups on the list include Amplify, Anrok, Beacons, Beehiiv, and Canary Technologies.

Any one's you would be interested in to buy?

Thank you.
Read Answer Asked by Ross on January 27, 2025
Q: If you hear that a private company may go public how would you keep an eye on this to see when that happens?
Thank you
Margaret
Read Answer Asked by Margaret on January 16, 2025
Q: Hi,

What do you think of buying Cerebras stock pre IPO? Do you have an opinion on Hiive for that purpose?

Thanks

Rajiv
Read Answer Asked by Rajiv on December 10, 2024
Q: Can you comment on the Service Titan IPO? TTAN is the ticker I believe
Read Answer Asked by Danielle on November 28, 2024
Q: Groupe Dynamite Hi - would like your thoughts on this IPO - is the valuation reasonable and what is the growth expected? Fashion stocks tend to be very volatile- would this be of interest?
Read Answer Asked by Scott on November 13, 2024
Q: If discussing investing in companies pre-IPO is within the scope of 5i please make general comments on such a strategy and investing in Anduril in particular. The company appears to be an established leader in military drone development and is anticipated to go public within the next few years. I am not sure how one goes about participating pre-IPO, but a web search came up with investing via a company such as Forge as an option (presumably for a fee). I meet the criteria but am hesitant to proceed.
Read Answer Asked by John on July 22, 2024
Q: Greetings 5i,

My portfolio is well established with many blue chips and large cap tech companies. However, I keep a small seperate portfolio for interesting "moonshots" and I recently I took a small intial position in OKLO, small nuclear reactors, for a 5-10 year hold.

What are 5is houghts on OKLO?

What is Sam Altmans involvement?

additionally..

SEC FILING for OKLO STATES ".... Peter Thiel are the members of the investment committee established by Mithril II GP".

What is Thiel's involvement?


Thanks for the help over the years :-)

Cheers!
Read Answer Asked by Duane on May 28, 2024
Q: Wondering if you have heard of Jane App which appears to be growing rapidly. Is this company public and if so how do I invest in it?
Read Answer Asked by Donna on May 22, 2024
Q: Good morning,

This weekend I came across this ETF that invests in private companies with the largest holdings being Space X. The 52 week action on tis is insane and I believe it is only a few weeks old in terms of being traded. What is your opinion of this ETF their strategy if any and the trade action in such a short time. Are there other more established funds out there that do the same thing? Would you buy something like this with some fun money? Sybol DXYZ

https://destiny.xyz/tech100
Read Answer Asked by Kolbi on April 08, 2024
Q: As Cerberas is not publicly traded, you may not have much to say but I thought I would ask. I read an article from Forbes, “Cerebras Update: The Wafer Scale Engine 3 Is A Door Opener” detailing their technology. With all of the fever surrounding AI, I found the discussion interesting, albeit over my head.
Any thoughts on their technology and its prospects to be adopted more widely? Any thoughts on weather they might eventually go public? Their web site has a link to a private equity investment for as little as $5000. Is this an option for a regular Joe like me?
Thanks In advance for any insights you very wise folks may have.
Read Answer Asked by John on March 26, 2024
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