Investment Q&A

Q: So these companies have had real nice return in the past year. Are they the picks and shovels of the AI boom and do you see this to continue. Would you rate one over the other for a buy today? Thanks Again.

Q: Dear Awesome team:

A different type of a question on the most frequently mentioned stocks on 5i !

Please "Don" your fancy Technical Analysis "Fedoras" !! Are we seeing clear signals of "Trend reversal" on one year daily charts?

Q: SaaS and Software Companies at Risk

The software sector has taken it on the chin in the last few weeks based on the "AI will eat software" theme.

In my opinion, you buy software companies that own things AI cannot generate or scrape.

Therefore, the survivor software companies should have two broad “moats” in the new AI age:

1. Data that is unique and private. If an AI can't get the data elsewhere, the value of this data increases.

2. Regulation. Hospitals won't switch to a chatbot that isn't FDA-approved. Same for governments.

Therefore, I wondering which companies will likely face challenges while others will thrive in this new world. I offered a few below, but please feel free to jump in or revise:

Thrive - For example: CSU, TRI, CRWD, PLTR, SNPS/CDNS, SHOP (not sure) etc.

Challenged - For example: CRM, Adobe, SAP, SNOW, NOW (not sure), etc.

Thanks 5i and Cheers.

PK

Q: Firstly apologies to the 5i membership. I saw what I thought was a great chart in TER and then a long term recommendation from 5i. My purchase just so happens to be the start of a 20% decline. Any concerns? Do you still have the same conviction?

Q: Hello, I just realized there is an ETF covering drone makers, DRNZ. It is a new ETF, but what is your opinion of its holdings? Any other comments? Thanks

Q: Good Morning,

I've recently read two investment articles suggesting that the memory chip rally may likely have peaked. As I hold Micron and Teradyne, I'm wondering if you can share your thoughts on the subject. Thanks very much.

Brad

Q: Hello 5I,

I like what I am reading about TER and your thoughts from 5I's Q&A. The stock price has recently retreated with the tech selloff, and I am looking to nibble slowly. At what price would you jump in?

Thank you as always for the wonderful commentary and the great questions posted from the 5i community. Cheers.

PK

Q: Hi 5i - Im looking to take advantage of the sell off in tech stocks. I already own 5% GOOG, 4% NVDA, AMZN and 3% SHOP, CSU and 1.5% KXS, LMN.

Which tech stocks would you recommend to add to the current stocks?

Thanks, Neil

Q: Hi gang at 5i.....just wanted to say thank you. A few weeks back you guessed on a capitulation price on CSU. You said maybe $2,200. I bought some around the $2270 mark or so. The low turned out to be $2,196.. looks like you missed it by $4 LOL. Keep up the good work

Q: Good morning,

In AI related space, I don’t have any memory related holdings. Do you have any suggestions? Thanks

Q: The market seemed to like KXS earnings. Do you have any comments to add to previous ones based on conference call? What do you see for KXS going forward?

Q: If a giant like OpenAI is choosing to work with The Trade Desk instead of building their own ad tech from scratch, does that prove TTD has a 'moat' that even the best AI companies can't cross? Also, seeing that Jeff Green personally bought $148 million in stock the same week this news leaked—does that suggest this partnership is a much bigger deal for their 2026 growth than the market originally thought?

Q: What is AI revenue? It is growing at $8.4 billion, and it's an incredible 106% increase year-over-year?

Q: Currently have LMN only now as 1% of the portfolio . Would you be comfortable making it 2% now? This is for a RESP and I will not need the funds for 10 years.

Thanks

Q: Greetings 5i team,
I see that CSU, SHOP, CLS and GIB.A account for about 83% of XIT but neither TOI nor LMN are held directly in XIT. Bit of a math question: if we were to break LMN and TOI out of CSU, what % break down of XIT would LMN, TOI and CSU (thus reduced) represent?
Thank you
SP

Q: Good Morning,
Looks like LMN had a really strong quarter? Toi also had a strong qrt and CSU reports on Monday. Hopeully the AI threat will start to diminsih .. although may take a few quarters of strength ?
thanks

Q: I very much enjoyed reading your AI Stack report and have adjusted some of my holdings accordingly. I hold: NBIS, NVDA, AVGO, MU, TER, VRT, GOOG and MSFT. All between 2-3% weighting. Do I need to hold both NVDA and AVGO? If not, I would sell AVGO. Assuming AVGO is sold, which would you be inclined to top up: NVDA, NBIS, MU, TER, VRT or GOOG? Thank you.

Q: if there are 3 or 4 different companies, bidding to buy information services and the starting bids are gonna be at $60 a share. Why is the stock languishing at 48.dave

Q: Could you please offer thoughts on ETF ARTY - future AI and tech. After holding RBOT for several years, it does look like this one has a more effective index for tracking the AI surge.

Q: If SABR is a company CSU is looking to buy/takeover, would it not make sense for retail investors to also buy SABR? Perhaps not even for the takeover premium, but doesn't this mean CSU believes that SABR is undervalued?