Q: DRNZ ARE YOU A FAN OF THIS ETF? IS IT THE BEST DRONE ETF AVAILABLE?
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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?)
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?)
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
What’s your take on nbis dropping today , giving up yesterday’s great gain already? Is the offering highly dilutive?
Thanks ,
Shane
Q: Why this big drop today?
Thanks,
Milan
Thanks,
Milan
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Constellation Software Inc. (CSU $2,595.11)
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Thomson Reuters Corporation (TRI $130.92)
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Topicus.com Inc. (TOI $98.71)
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Lumine Group Inc. (LMN $24.87)
Q: Hello,
Does the brief rally followed by a pullback that these four stocks have just experienced carry any meaningful signal, in your view, is it positive or neutral?
Thanks
Does the brief rally followed by a pullback that these four stocks have just experienced carry any meaningful signal, in your view, is it positive or neutral?
Thanks
Q: Has been getting a lot of positive news and contract wins. Thoughts on the META deal?
Seems the market is looking at the company as just an AI infrastructure play but they have many other lines of business that is not being taken into account.
I own both names and based on the momentum of NBIS does it make sense to sell IREN and consolidate? This will not impact position size materially of NBIS. Just seems like NBIS is more of a better quality business overall.
Seems the market is looking at the company as just an AI infrastructure play but they have many other lines of business that is not being taken into account.
I own both names and based on the momentum of NBIS does it make sense to sell IREN and consolidate? This will not impact position size materially of NBIS. Just seems like NBIS is more of a better quality business overall.
Q: Can you comment on the new Nebius / Meta deal please? Is this one of the further contracts that were expected after the Microsoft deal in September? Does it change your outlook for the company? Or is it more of a confirmation. Thanks.
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Applied Materials Inc. (AMAT $352.46)
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Lam Research Corporation (LRCX $226.47)
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NVIDIA Corporation (NVDA $181.93)
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Rockwell Automation Inc. (ROK $357.39)
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Tesla Inc. (TSLA $399.27)
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Advanced Micro Devices Inc. (AMD $196.31)
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Teradyne Inc. (TER $299.40)
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ON Semiconductor Corporation (ON $60.98)
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ASML Holding N.V. (ASML $1,389.16)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $345.98)
Q: Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots.
Who really knows, what's your opinion on that.
If something like that did happen, which companys would you be investing in now?
Or is it early?
Thank you.
Who really knows, what's your opinion on that.
If something like that did happen, which companys would you be investing in now?
Or is it early?
Thank you.
Q: Can you please provide commentary on why Amazon is issuing bond specifically for its AI investments considering its liquidity position and size and quality of its balance sheet?
Q: Did ENGH have anything positive to report in their recent earnings report. Thanks … Cal
Q: Good day.
The valuation of CSU has declined a lot, while the earnings continue to grow nicely. Lets suppose there is a permanent rerating of the stock. To a level half way between where it used to trade and where it trades now. And the company continues steady state growth. What would the stock price be in 2 and 5 years?
Thanks.
The valuation of CSU has declined a lot, while the earnings continue to grow nicely. Lets suppose there is a permanent rerating of the stock. To a level half way between where it used to trade and where it trades now. And the company continues steady state growth. What would the stock price be in 2 and 5 years?
Thanks.
Q: What are your thoughts as a turnaround play for a patient investor? Sell off seems a bit overdone.
Thanks
Thanks
Q: Hello Team 5i and Everyone!
May I have your take on Rubrik's earnings today please? (RBRK)
Thank you,
Sandra
May I have your take on Rubrik's earnings today please? (RBRK)
Thank you,
Sandra
Q: I have GLXY in TFSA when it drops TSX listing will there be witholding tax
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Cloudflare Inc. Class A (NET $211.52)
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Vertiv Holdings LLC Class A (VRT $268.41)
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Nebius Group N.V. (NBIS $116.33)
Q: From the point of growth in the 2-3 years to come can you tel me the best investment among the three entreprises and why?
Thank you very much in advance
Thank you very much in advance
Q: Good afternoon..
Do you think the Government defence related investment
900 million will effect FLT.V in a positive way.
Thanks
Do you think the Government defence related investment
900 million will effect FLT.V in a positive way.
Thanks
Q: Hi Peter
going to be listed in the US market , but pulled back
like to add to a pre-existing position
looking for an entry price to add
please give me a reasonable price to think about it
thanks
Michael
going to be listed in the US market , but pulled back
like to add to a pre-existing position
looking for an entry price to add
please give me a reasonable price to think about it
thanks
Michael
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Applied Materials Inc. (AMAT $352.46)
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Lam Research Corporation (LRCX $226.47)
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Teradyne Inc. (TER $299.40)
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ASML Holding N.V. (ASML $1,389.16)
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Coherent Corp. (COHR $245.80)
Q: Hi 5i,
Could you please rank these 5 stocks in terms of which you would purchase now for a 3 to 5 year hold, with growth being the main (but not total) focus?
And if you could give a bit of background for your reasoning that would be much appreciated.
Thanks!
Could you please rank these 5 stocks in terms of which you would purchase now for a 3 to 5 year hold, with growth being the main (but not total) focus?
And if you could give a bit of background for your reasoning that would be much appreciated.
Thanks!
Q: Hi, thoughts on the quarter please. Anything specific standout, positive or negative?
Does the quarter release alleviate any AI software concerns (or too soon for that call)?
I have owned for 5+ years.
cheers
Does the quarter release alleviate any AI software concerns (or too soon for that call)?
I have owned for 5+ years.
cheers
Q: 3 to 5 years
What would be a better pic.
I currently own both and I am able to top up a few shares
Both are great companies.
What would be a better pic.
I currently own both and I am able to top up a few shares
Both are great companies.