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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: Thinking of selling long held Csu and investing the proceeds into either Mu or Nbis. Which one do you recommend?
Read Answer Asked by Terry on May 15, 2026
Q: Do you find them priced well for starting position? What order would you proceed. I want to own all.
If not what are your entry points?
Read Answer Asked by JR on May 15, 2026
Q: Good Day,

AEHR recently hit my radar. Obviously much smaller than TER, but are they essentially in the same space? per the most recent questions on it, is it just getting noticed and there is some very real runway coming for the name?

Anything else in the sort of "next wave of AI requirements" that are currently in the 'oversupply but about to be sold out' that you can see? I asked a question in this regard around MU in early 24, and while where you pointed me I have done very well with, still wish I had grabbed a chunk of MU at 80-90$...

Thanks as always for the great advice

James
Read Answer Asked by James on May 15, 2026
Q: I would appreciate your opinion on yesterdays IPO for CBRS. At what price would you be interested ? If at all ?


John C.
Read Answer Asked by JOHN on May 15, 2026
Q: Hi All at 5i!!

Cerebras just IPOed . What are your thoughts as far as buy ability , or should one wait and see how their business evolves???

cheers,
Tamara
Read Answer Asked by Tamara on May 15, 2026
Q: Celestica's stock was at $497 last November. Six months later, it's at $495. Meanwhile, it seems the entire semiconductor industry has exploded upward, along with everything associated with it, including cloud, memory, and AI. Do you have an explanation as to why CLS has been stuck in idle?
Read Answer Asked by John on May 15, 2026
Q: Hi 5i guys. Understanding that outside N/A isn't really your wheelhouse - what are your initial thoughts on SIVEF? Thanks so much!
Read Answer Asked by Judith on May 15, 2026
Q: Thoughts on Cerebra’s IPO tomorrow? What do you think about the fundamentals of the company? Good long term play? I know you don’t like to buy in to the big first day hype of IPO’s, especially when it’s so over subscribed. You think this will be a good long term growth story? Thanks!
Read Answer Asked by Keith on May 15, 2026
Q: Please provide your opinion on RVI and then rank it with the others for exposure to SpaceX, OpenAI and other Huge IPOs about to hit the Market. Thanks kindly for you outstanding service.
Read Answer Asked by Austin on May 15, 2026
Q: When the U.S. went after Huawei, it seemed probable that NOK and ERIC would benefit. Their shares have tripled and almost doubled in past year. Are they actually getting former Huawei business or are they up for other reasons. If so, what?
Read Answer Asked by John on May 14, 2026
Q: I am baffled. Watching BNN yesterday morning I saw that CSU had good earnings, I was feeling good about this stock thinking that it finally turned the corner. They interviewed a guest who was very high on the stock and then yesterday the stock moved slightly higher but not anywhere near what I was expecting. I bought the stock low but after watching it hit $5,000 and now trading around $2500 what are your thoughts . Do you see it recovering. Thanks for your excellent service.
Read Answer Asked by Brian on May 14, 2026
Q: Regarding these three roll-ups and the perception of AI basically rendering some of their holdings irrelevant, I would like to know if CSU, LMN or TOI have seen any evidence of AI affecting their companies.
Read Answer Asked by Clarence on May 14, 2026
Q: DRAM has only been around since March 30 . And I notice today it is up close to 5% whereas MU is up 3% ..... In a very short history { one month } has DRAM consistently out performed MU ? And if so what do you attribute it to ? I notice that their makeup includes derivatives though I have no idea how that influences the price of the ETF ? ...... But If DRAM which is a diversified memory ETF out performs MU .... Why would I even consider buying MU ? ..... Thanks for your terrific service .....
Read Answer Asked by Garth on May 14, 2026
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