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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: After my second read of your ( excellent ) January 5th AI compute stack article , this industry and its players are becoming ever clearer to me. This article is a saver and I recommend every member to read and reread ( and reread again ! )as this will much enhance your understanding, and your capability to make informed decisions about this industry. I appreciate the time and effort your staff put into this superb report. Thanks. Derek.
Read Answer Asked by Derek on February 17, 2026
Q: Microsoft and Amazon are launching AI content marketplaces, where people and companies can buy, sell, or license AI‑generated content. Are you able to expand on the implications of this? Can you name a few companies that might be negatively impacted? Thank you.
Read Answer Asked by Kim on February 17, 2026
Q: I have held these stocks for many years. Their performance has been disappointing compared to other US stocks. In your expert opinion, are they worth holding or should I sell? What 2 stocks would you buy to replace them. Please expand on your thinking. Thank you for your guidance. Stella.
Read Answer Asked by Stella on February 17, 2026
Q: Reflecting on the Software apocalypse... Given that most trading has been automated for years, I assume that it is now largely AI driven.

A question asked only partly tongue in cheek, is it possible that trading AI's see the software companies as adversaries and the stock market as one avenue of attack?
Read Answer Asked by Robert on February 17, 2026
Q: Hello Team 5i & Everyone,

If anyone is interested in a "roadmap" for how new technologies (ie, railroad, electively, telephone, internet, AI, etc) have historically been adopted into society - I'm currently reading this book on the subject: "Technological Revolutions and Financial Capital: The Dynamics of Bubbles and Golden Ages" by Carlota Perez.

It's become a popular reference point for the implementation of AI.

Thanks,

Sandra
Read Answer Asked by Sandra on February 17, 2026
Q: In your answer to Kevin’s February 13 question about AI outfits scraping and using proprietary information, you referred to the legal consequences to doing that; there is currently an application to a Court in California to approve a $1.5 Billion settlement by Anthropic for copyright infringement by authors and publishers. Presumably that kind of amount will be something of a guardrail.
Read Answer Asked by Leonard on February 17, 2026
Q: Zero Point Cryogenics

What is your opinion on this company.

Will it become public?

Thank you.
Read Answer Asked by Ross on February 17, 2026
Q: Dear Peter et al:

You have alluded to poor "Sentiment" as an important factor in poor performance of certain stocks. (CSU & it's off springs plus SaaS companies)

What kind of metrics and tools that you use to measure "Sentiment"?
Price or volume or Technical indicators or any other tools from proprietary services?

Many thanks.
Read Answer Asked by Savalai on February 17, 2026
Q: You guys must be getting annoyed with all the questions on these companies, but I will press my luck with one more from a slightly different angle. I own them and I am trying to determine how low they go if earnings and commentary show any kind of slowdown. I am trying to better understand the risk/reward in continuing to hold versus just stepping aside until there is a clear reversal in trend. I am thinking that if there is no growth or a reduction in sales and earnings these could still fall much further, and I am hoping for your thoughts on how much.
Thanks
Read Answer Asked by Robert on February 13, 2026
Q: Thank you for your just published special report on AI but will you soon publish a report listing the cos and sectors which will be negatively affected and whose moat will be disrupted?
Read Answer Asked by simon on February 13, 2026
Q: Hello, I have recently invested in CSU (2 months) and saw the stock price go down by a third so far. In your crystal ball, do you believe there could be a catalyst at earnings’ time, to get the share price jumping? Is there a chance they might do a conference call, for once? I am tempted to sell for tax loss reasons, but it would be frustrating to see the price jump 10-20% afterwards… Thanks
Read Answer Asked by Martin on February 13, 2026
Q: Please rank these providers of products to data centres for a new buy and suggest any you would prefer. Thank you.
Read Answer Asked by Ken on February 13, 2026
Q: A number of your past favourites are getting crushed in the market. Based on fundamentals do you see red flags with any of these companies or do you feel it’s an overreaction by the market? Do you consider these companies Buy/Hold/Sell?

Thank You
Tim
Read Answer Asked by Timothy on February 12, 2026
Q: Of these beaten up software stocks, which 3 or 4 stocks would you choose, keeping in mind greatest return potential and not too much overlap between the picks. Thanks
Read Answer Asked by Sandy on February 12, 2026
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