Investment Q&A

Q: Please give me your opinion on WULF. Good time to buy? Thanks!

Q: With the quick change in the market, I feel like an idiot. On the days when things were tanking I was very nervous and didn't really add to any positions. When a growth stock goes from very high to so low it is hard to add more or start a new position. Any wisdom on this? Five that corrected a lot and are now catching a bid. What is your order of purchase for TFSA?

Q: Tsla dropped from a high of $498.83 in Dec,2025 to some $$342 low before rebouning to current $391.95.SpaceX the biggest Ipo in history is debuting soon..Thinklng of adding to my small position.Your opinion please.Txs for u usual great services & views C White like P Hodson & R Modesto was great on Market Call.

Q: Would you add at these levels or wait for any dust to settle?

A reason please. Also, can you provide a management rating/growth rating/risk rating, 10 being the highest for each ?

Thank you

Q: Your thoughts/impressions on tsm's most recent earnings release. Thanks.
Robert

Q: Between SHOP and AMZN, which would you add to first at today's levels? This is for a 5+ year hold.

Q: Hello,

Microsoft is trading at its lowest valuation in nearly a decade at 23x earnings, despite Azure growing at 39% and overall revenue up 17% last quarter. By comparison, Alphabet trades at 29x earnings despite lower revenue growth than Microsoft since 2023 (31% vs 44%), and lower net margins (33% vs 39% for Microsoft). That said, Google Cloud is growing at 48%, faster than Azure, which could partly justify Alphabet's valuation premium. Given Microsoft's dominant position in enterprise cloud, its AI integration through Copilot with 15 million paid seats, and this valuation divergence with Alphabet, do you see Microsoft's current valuation as a genuine opportunity for long-term investors? Does Google Cloud's faster growth represent a significant competitive risk for Azure over the medium term? And what are the other key risks that could prevent Microsoft from returning to its historical valuation levels?

Thanks

Q: Hello 5i Team,

Following up on your answer to Sandra's question on April 11th re: beaten down U.S. software stocks, could you please rank the top 5 choices in order for a 3+ year hold.

Also, where would CSU rank if it was included as a 6th stock in this list?

Thanks in advance for your always helpful advice!

Q: Does QQQ provide sufficient exposure to AI and AI build out stocks ? If not, what are some ETFs that generally cover tech stocks as well as AI and AI build out ? Are any such ETFs listed on TSX ?

Q: Please provide your thoughts on SOLS (SOLS:US) as a long term investment. Thanks.

Q: What are your thoughts on Hut 8? The company and the investment potential of the stock.

Q: Last week Amazon reports cloud unit’s annualized AI revenue exceeds $15 billion and gets rewarded by market while SHOP gets beaten up. Coincidence? Is SHOP competitive in the cloud, or is the moat weak here?

Q: Nebius has hit 10% of my total portfolio today. What % would you par this back to? And what top 5 alternative names in sequence of priority would you consider re investment? Assume portfolio is currently diversified in a balanced manner. This would be a long term hold > 5 years.

Q: Vertiv or Kinaxis for growth, which would you prefer please.

Q: How important to SHOP is this news?
""TALLINN, Estonia, April 09, 2026--(BUSINESS WIRE)--Today, Katana (katanamrp.com) announced its evolution from cloud inventory management software into the Modern Merchant Operating System, a unified platform purpose-built for product brands selling across multiple channels and locations. The announcement comes alongside the launch of Katana’s native Amazon FBA integration, the first in a series of platform capabilities designed to give multi-channel merchants a single source of truth for their entire operation.''

Q: Can i get your thoughts on ZETA please? Buyable here?
Thank you

Q: Good morning 5i,

Enjoyed the BNN segment as always.

Which current US stocks are in the midst of hot momentum with room to carry. Such as NBIS. Ones preferable with reasonable balance sheets and worth holding on a fundamental basis. Add to my momentum portion of my portfolio.

Thank you.

Q: How broad was the move in software yesterday? Was it virtually industry wide Was there something specific that happened? Thank you.

Q: Hello team,

Have your views changed since Nvidia invested $2 billion in MRVL and announced a partnership in March 30th to connect Marvell Technology to its AI data center and AI-RAN. The two also will work together on AI networking, including optical interconnects and silicon photonics.

Since then MRVL has gone from $87 to $128. Time to buy some?

Thank you for your extraordinary investment insight!

Q: I have held Shopify for some time and it is down 30% this year, I am thinking of selling and buying CLS. I would appreciate your thoughts on such a move. Thank You.