Q: Looking for your thoughts on GLBE as tariffs (hopefully) stop dominating the conversation. One report I read shared the following and I wanted your thoughts on it as well as whether you would buy now or if you think it is going to move lower:
The new 3-year agreement with Shopify and uncertainty surrounding tariffs has created a lot of uncertainty, putting pressure on Global-e’s stock, but we are of the view that this is an overreaction and this business is a lot more resilient than the market’s current perception. Management is confident that the company will grow its revenue by mid-20% CAGR over the next 4 years and the FCF margin will settle in the mid-high 20% range.
Q: hi folks, realize speculative...but Archer Aviation seems to be gaining some traction/legitimacy with recent developments/deals...stock sold off on $850M finance @ $10....your views on company going forward...I was intrigued when U said they have exclusive partnership with Andrul for future US Dept of Defence contracts...just started small position, thx, jb
Q: I intend to start a position in APLD having a relationship with Core Weave (CRWV) in AI business. Also, Your views and comments on CRWV 's 7.5 billion USD contract with APLD on one side and recent dumping of its stock holding in APLD on other side please.
Q: I am a shareholder in Celebrite and the stock is down significantly in 2025. What are your thoughts on the future of this security and would you recommend holding on or moving on? Thank You.
Q: I consider these moonshot type stocks. I am in nbis nv but not the others. Are any of them worth buying at these prices? I would have to sell more established stocks like google, tsm, Avgo, asml to raise funds. I am reluctant to sell a more established name to buy a winger but it’s hard to see the moonshots go up so much and not have fomo. Thanks.
Q: Hi 5i Team - I have small positions in the following three gaming sector companies: Genius Sports, Sportradar, Flutter Entertainment. Am wondering if I need to have all three of these companies and if I should consolidate into two of them. If so, which two of the three would you keep. Is there a significant difference between the three - maybe consolidation is not necessary.
As an afterthought, is Fan Duel likely to become publicly traded.
Thanks.
Q: I came across YNVD (Not listed on your site) when searching for the Canadian hedged NVDA. It appears to be a fund that holds only NVDA, is both hedged and covered call, and has an absurdly high yield. Would you advise buying some, and if so, would you put it in a registered account/tfsa for tax purposes?
Q: Quantum computing is reaching an inflection point...or is it??? Should I invest in either or both QUIT and of RGTI???.....thanks for your insights.....tom
Q: Can you please discuss NVDA moving forward? I can’t help but notice you recommended them noticeably more in the past. Are you less interested in NVDA, or is it simply the added AI competition now in the market? It is up just shy of 10% the past 12 months, which is significantly lower than its historical run. Is it slowing down to the point of trimming? Taking profits ? Selling? Or simply buying more?
Q: Hello,
Any idea whey IONQ hardly moves in relation to other quantum computing stocks yet it has better fundamentals? Also, is ABCL a buy now? Your comments are appreciated.