Investment Q&A

• Nebius Group N.V. (NBIS $118.56)
  • $118.56 Cap: $28.23B
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Q: A triple witching day is coming up this Friday. What impact do you think that will have on NBIS stock price?

Upvote 1

Read Answer Asked by Judith on March 19, 2026

• Celestica Inc. (CLS $376.13)
  • $376.13 P/E (TTM): 37.99X Cap: $43.24B
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• Advanced Micro Devices Inc. (AMD $199.46)
  • $199.46 P/E (TTM): 74.08X Cap: $325.20B
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Q: Hi team,
How significant is today’s release that CLS had partnered Amd to help supply them with AI infrastructure? Seems to me this could be a big deal for CLS? That being said, the stock is only up slightly on the news. What’s holding CLS back from new highs right now other than just crappy market conditions (Iran war stability, tariffs ) ? Would you add to CLS today if a 4% position is already held?

Thanks,
Shane

Upvote 1

Read Answer Asked by Shane on March 19, 2026

• Amazon.com Inc. (AMZN $209.87)
  • $209.87 P/E (TTM): 30.01X Cap: $2.25T
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• Alphabet Inc. (GOOG $306.30)
  • $306.30 P/E (TTM): 28.62X Cap: $3.72T
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• Micron Technology Inc. (MU $461.73)
  • $461.73 P/E (TTM): 43.89X Cap: $519.68B
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• NVIDIA Corporation (NVDA $180.40)
  • $180.40 P/E (TTM): 37.13X Cap: $4.38T
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• Oracle Corporation (ORCL $152.90)
  • $152.90 P/E (TTM): 29.08X Cap: $439.74B
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Q: Being mostly a "dividend long term" investor ,I did not invest in tech stocks up to now, except for some specific etfs . Considering this kind of "switch" from tech to energy stocks in the markets,and new valuations of major US tech stock ,I just started to invest in this sector.What is your view versus the opportunities and timing for investing in major tech stocks actually ?

Upvote 1

Read Answer Asked by Jean-Yves on March 19, 2026

• Tower Semiconductor Ltd. (TSEM $141.96)
  • $141.96 Cap: $15.86B
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• Coherent Corp. (COHR $257.21)
  • $257.21 P/E (TTM): 238.64X Cap: $48.22B
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Q: These two companies have run up a bit but I wonder if they still fly under the radar in regards to the photonics advantage (light) over copper in the chip manufacturing industry. Have you heard much about this?
In looking at a semiconductor ETF like SMH for example I do not see these included as they tend to favor larger names.
Also not sure how much analysts have caught up to this story as a potential boost to these and other similar companies.

Upvote 1

Read Answer Asked by steve on March 19, 2026

• Micron Technology Inc. (MU $461.73)
  • $461.73 P/E (TTM): 43.89X Cap: $519.68B
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Q: Their earnings report today borders on incredible. It looks like they will earn at least $80/share in the new 12 months, which means their PE is very very small and the stock seems very cheap. The only question I have is about their capex plans - they are building so much capacity (all over the world), all the way out to 2028, that I wonder when demand is likely to peak. Keeping in mind this is a cyclical stock, I don't want to get over my skis. I love it short term, but do you have any expectation of when the supply will be sufficient and margins will start to come down? I suspect fears about this issue is what is holding the share price down

Upvote 1

Read Answer Asked by arnold on March 19, 2026

• Evertz Technologies Limited (ET $16.42)
  • $16.42 P/E (TTM): 19.4X Cap: $1.23B
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Q: The controlling shareholders are active in the day to day and hold over 50 % of the outstanding shares.
It seems logical that they will want to retire soon.
Do you agree that a transition is near term likely ?
The stock is rising lately ?

Upvote 1

Read Answer Asked by Doug on March 19, 2026

• NVIDIA Corporation (NVDA $180.40)
  • $180.40 P/E (TTM): 37.13X Cap: $4.38T
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• Nebius Group N.V. (NBIS $118.56)
  • $118.56 Cap: $28.23B
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Q: Does NBIS have any type of a moat? Could you please describe how strong this moat might be? Does NBIS have any competitive advantages in the current AI race?

Upvote 3

Read Answer Asked by Greg on March 18, 2026

• Micron Technology Inc. (MU $461.73)
  • $461.73 P/E (TTM): 43.89X Cap: $519.68B
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• NVIDIA Corporation (NVDA $180.40)
  • $180.40 P/E (TTM): 37.13X Cap: $4.38T
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• Celestica Inc. (CLS $376.13)
  • $376.13 P/E (TTM): 37.99X Cap: $43.24B
  • View CLS Profile
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• Teradyne Inc. (TER $300.07)
  • $300.07 P/E (TTM): 85.96X Cap: $46.97B
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• Nebius Group N.V. (NBIS $118.56)
  • $118.56 Cap: $28.23B
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Q: I hold NVDA, CLS, TER, NBIS. Considering buying MU. How much overlap in these companies? Would you sell any based on exposure?

Thanks

Upvote 5

Read Answer Asked by Nick on March 18, 2026

• Nebius Group N.V. (NBIS $118.56)
  • $118.56 Cap: $28.23B
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Q: Good morning, 5i Team,

Based on the answers and comments you make about NBIS I can deduce that you like NBIS yet confused about price action. That makes at least two of us.
Are you able to share your thinking process of what might be happening with this instrument. Is it simply favored by the speculative bunch?

I closed my position yesterday, but I find it hard to resist to re-enter today.

Thank you as always

Nick

Upvote 10

Read Answer Asked by Nick on March 18, 2026

• Alphabet Inc. (GOOG $306.30)
  • $306.30 P/E (TTM): 28.62X Cap: $3.72T
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• Micron Technology Inc. (MU $461.73)
  • $461.73 P/E (TTM): 43.89X Cap: $519.68B
  • View MU Profile
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• NVIDIA Corporation (NVDA $180.40)
  • $180.40 P/E (TTM): 37.13X Cap: $4.38T
  • View NVDA Profile
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• Celestica Inc. (CLS $376.13)
  • $376.13 P/E (TTM): 37.99X Cap: $43.24B
  • View CLS Profile
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• Nebius Group N.V. (NBIS $118.56)
  • $118.56 Cap: $28.23B
  • View NBIS Profile
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Q: Hi, given recent action, including a nice jump by Nebius, but keeping in mind possible cyclicity, can you please rank these five stocks as possible best buys today, indicate whether they are buy, hold or sell, and give a small blurb why they are worth buying today. 3-4 year holding. Thank you

Upvote 18

Read Answer Asked by GeeMac on March 18, 2026

• Broadcom Inc. (AVGO $315.93)
  • $315.93 P/E (TTM): 67.64X Cap: $1.49T
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• NVIDIA Corporation (NVDA $180.40)
  • $180.40 P/E (TTM): 37.13X Cap: $4.38T
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Q: I currently hold NVDA and AVGO, both at about a 3% weighting. In your view, do both need to be held? Which do you believe would produce better returns over the next 3-5 years? Thank you.

Upvote 2

Read Answer Asked by Maureen on March 18, 2026

• IonQ Inc. (IONQ $32.38)
  • $32.38 Cap: $11.87B
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• D-Wave Quantum Inc. (QBTS $16.49)
  • $16.49 Cap: $6.04B
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• Rigetti Computing Inc. (RGTI $15.67)
  • $15.67 Cap: $5.20B
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• Quantum Computing Inc. (QUBT $7.25)
  • $7.25 Cap: $1.66B
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Q: Hi, Your thoughts for 4 stocks: RGTI Rigetti Computing,
QBTS D-Wave Quantum, QUBT Quantum Computing Inc.
IONQ IonQ,Inc.
Thanks Have a nice day. Jean Guy

Upvote 2

Read Answer Asked by Jean Guy on March 18, 2026

• KLA Corporation (KLAC $1,482.36)
  • $1,482.36 P/E (TTM): 43.13X Cap: $194.30B
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• Lam Research Corporation (LRCX $224.71)
  • $224.71 P/E (TTM): 46.5X Cap: $280.61B
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• Sandisk Corporation (SNDK $753.69)
  • $753.69 Cap: $111.24B
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• Micron CDR (CAD Hedged) (MU $20.52)
  • $20.52 P/E (TTM): 60.83X Cap: $711.48B
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• Applied Materials CDR (CAD Hedged) (AMAT $39.13)
  • $39.13 P/E (TTM): 39.97X Cap: $378.97B
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Q: I own MU and SNDK, totalling 4% of my holdings. Would adding KLAC, LRCX, or AMAT be too much in semis? Or would u just increase my MU or SNDK holdings?

Upvote 2

Read Answer Asked by Graeme on March 18, 2026

• Topicus.com Inc. (TOI $97.08)
  • $97.08 P/E (TTM): 308.43X Cap: $12.58B
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• MDA Space Ltd. (MDA $46.16)
  • $46.16 P/E (TTM): 51.94X Cap: $5.84B
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Q: Would you switch out TOI for MDA? I'm not concerned which sector they are in, only growth.

Thank you for your service!

Upvote 5

Read Answer Asked by Ozzie on March 18, 2026

• MDA Space Ltd. (MDA $46.16)
  • $46.16 P/E (TTM): 51.94X Cap: $5.84B
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• First Trust NASDAQ Clean Edge Smart Grid Infrastru (GRID $166.61)
  • $166.61 P/E (TTM): 51.41X Cap: $7.84B
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Q: Which stock will generate more growth going forward GRID or MDA? Sector/volatility is not an issue.

Thanks for your service!

Upvote 3

Read Answer Asked by Ozzie on March 18, 2026

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $63.71)
  • $63.71 P/E (TTM): 54.87X Cap: $668M
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• INVESCO QQQ Trust (QQQ $594.90)
  • $594.90 P/E (TTM): 33.2X Cap: $384.90B
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• State Street Technology Select Sector SPDR ETF (XLK $137.96)
  • $137.96 P/E (TTM): 39.24X Cap: $88.16B
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• Vanguard Information Technology ETF (VGT $719.85)
  • $719.85 P/E (TTM): 36.76X Cap: $110.23B
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• Fidelity MSCI Information Technology Index ETF (FTEC $214.68)
  • $214.68 P/E (TTM): 37.28X Cap: $16.23B
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• GLOBAL X FDS (AIQ $48.87)
  • $48.87 P/E (TTM): 24.73X Cap: $7.60B
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Q: I have a fairly diversified portfolio, except for tech/AI. Can you recommend four or five ETFs for that sector? Thanks

Upvote 5

Read Answer Asked by steve on March 18, 2026

• NVIDIA Corporation (NVDA $180.40)
  • $180.40 P/E (TTM): 37.13X Cap: $4.38T
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• Celestica Inc. (CLS $376.13)
  • $376.13 P/E (TTM): 37.99X Cap: $43.24B
  • View CLS Profile
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Q: If NVDA is owned would also suggest CLS or just NVDA?

Thanks

Upvote 4

Read Answer Asked on March 18, 2026

Q: DRNZ ARE YOU A FAN OF THIS ETF? IS IT THE BEST DRONE ETF AVAILABLE?

Upvote 3

Read Answer Asked by Paulette on March 17, 2026

• Nebius Group N.V. (NBIS $118.56)
  • $118.56 Cap: $28.23B
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• CoreWeave Inc. (CRWV $82.82)
  • $82.82 Cap: $43.53B
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Q: What do you think about the loan offering just announced by NBIS?

What kind of impact do you think this will this have on share price in the coming 2 years? Is it something to be concerned about? (ie.... is NBIS doing something similar to Coreweave?)

Upvote 4

Read Answer Asked by Judith on March 17, 2026

• Nebius Group N.V. (NBIS $118.56)
  • $118.56 Cap: $28.23B
  • View NBIS Profile
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Q: Hi team,
What’s your take on nbis dropping today , giving up yesterday’s great gain already? Is the offering highly dilutive?

Thanks ,
Shane

Upvote 3

Read Answer Asked by Shane on March 17, 2026