Investment Q&A

Q: How would you rank these for growth? I own GLXY and NBIS already. GLXY is 3.5% and NBIS 1.62% position. I could add more to NBIS or start new positions in either CIFR, IREN, HUT or HIVE. I see you recently started a new position in HIVE, but assuming you could choose between all of these companies, how would you compare or rank HIVE to HUT, IREN and CIFR as new AI/HPC plays from bitcoin miners? Thanks!

Q: Hi there

If I was going to initiate a position in ZOMD would you recommend doing it before or after earnings reporting on Friday? Would you buy in tranches like 1/3s?


Thanks!

Q: Hi,
What are your thoughts in Semtech's earnings? Mr. Market not too pleased.

Cheers, Chris

Q: Greetings 5i, what is your opinion about this company and its prospects? Hold or sell? Thank you.

Q: ZS Could you comment on Q1.
Growth seems strong but the price is down pre market.
Is this a long term hold?
Thanks.

Q: hi, I thought I read something yesterday about improper sales accounting from some shopify employees? apparently they have been fired and "the case is closed". surprised nothing in the major financial propaganda sites this am, and no questions here. what are your thoughts on this?

Q: A couple of favourites amongst growth investors. Which do you think has better long term relevance? Does HIVE in Canada essentially have the same product offering as IREN?
Thanks

Q: NVDA down 5% more this morning. From 212$ down to 172$ this morning. Other chip stocks are moving up steady past weeks specially AVGO. Not the darling anymore. Competition taking over?

Q: Hi,
Seeing the drop in NVDA makes me wonder if the talk that Meta is considering buying chips from GOOGL would really reduce NVDA's value this much? If you could weigh in with any comments and thoughts you have regarding this mornings drop I'd love to hear them!
Thanks!
D

Q: CLS:CA : do not own. $620.00 price target 2026? Do you think this is a reasonable assertion? Thinking of buying 200 shs in TFSA. Do not own any tech. other than 300 shs NVDA and ETF IGM - for long time - up 1300% - 1800 shs.

Q: In reviewing your Growth portfolio YTD I notice that the best YTD increases are CLS, PNG,ZDC,GLXY, HPS.A … in that order. And mor of these are your top holdings as well.

Given the pullback are any of these “buyable” again now; and if so, at what prices would you suggest. I already own all of these stocks - thank you very much!

Q: Hello,
Can you comment on earnings from Sharplink and Bitmine Immersion please? Also, can you explain , how BitMine revenue of $6.1 M can generate Net Income of $348 M, "Bitmine Immersion Technologies reported full-year results with revenue rising to US$6.1 million and net income jumping to US$348.58 million, a sharp reversal from a net loss the previous year, and also announced appointments of a new CEO, Chi Tsang, and three new independent directors to its Board." Thanks very much.

Q: corweave and nebius both got hammered in november, i know you had nebius as a top pick when you were on bnn.it went straight up then straight doen.
which do you prefer now and why.would you buy both or stay away. dave

Q: How is Celestica's current valuation, after this AI related pullback, last week ?

What is the level of debt and is it sustainable ?

What is the risk/reward to own/add shares at these levels ?

Thank You

Q: Between these two companies, if only one is to be owned, which would you select for a long term hold? Which company has a bigger "moat" and is less likely to be disrupted?

Thanks.

Q: Hi 5i Team,

I have been researching the financing models of neocloud operators. It appears that these companies are financing their GPU infrastructure investments at capital costs that significantly exceed their return on invested capital (ROIC). In other words, their cost of capital is materially higher than their ROIC, resulting in a value destruction dynamic where each dollar of new capital deployed actually destroys economic value rather than creating it.

This situation raises questions about sustainability:

1. How are CoreWeave, Nebius, and similar operators financing these substantial infrastructure buildouts, given the mismatch between capital costs and ROIC? Is this model sustainable in the long term, or does it rely on continuous refinancing and favourable market sentiment?

2. Considering Galaxy Digital's recent announcements regarding data center partnerships and infrastructure initiatives, how exposed is Galaxy Digital to these neocloud operators? What percentage of GLXY's revenue or growth expectations is tied to these relationships?

3. If the neocloud financing model proves unsustainable, meaning operators like CoreWeave or Nebius encounter difficulties with refinancing or solvency, what impact would that have on Galaxy Digital's business and financial projections?

I would appreciate your perspective on whether this concern regarding capital structure is reflected in GLXY's valuation, or if it poses an underappreciated risk for investors.

Thank you for your continued insights and research.

Best regards,

Matt

Q: Goodmorning
What are your thoughts on veev results they looked good but the market does not seem to like them?
Thks
Marcel

Q: For a five to ten year hold, which of these two gave the best upside, in your opinion? thanks

Q: Would you recommend taking a small position in AI at this point, and if so what would be your first choice in a stock and/or ETF?

Q: What do you think of LMND as a long term buy and hold business... they seem to be more effectively using their AI software to generate improved financials...