Q: Can you follow up on your last comments on Ultra Clean Holdings and their most recent earnings and why they dropped so much? Buy, hold or sell? thanks
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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: Is CLS a good buy right now? It has dropped dramatically the past week.
Q: Hi, I have to wonder, given today's drop in VRT's price if it is headed in the same direction as others following long term downward price pressure such as LSPD, AQN, SMCI, etc. Initially I thought the drop after DeepSeek was overdone, but now I am thinking I've missed something else. I understand it did not have great earnings recently - is it time to move on, vs wait to see how much lower it may go? Or is today's drop a result of outside forces, such as options expiration? Thank you for your thoughts and advice.
Q: After the market events of early 2025, what would you consider a "reasonable size" position in NVDA, if it were your portfolio? Would it be a lower percentage than, say, a year ago?
Q: Hello Peter and all at 5i: I do know you don't have a crystal ball or give personal advice but interested in your thoughts about the earnings and wonder if you would sell before it happens. Many thanks as always. Barbara
Q: Peter and gang,
Please comment on the listed stock. Is it a hold, buy or sell?
Much appreciated,
Harry
Please comment on the listed stock. Is it a hold, buy or sell?
Much appreciated,
Harry
Q: Hello 5i, QQQI, IQQQ
Could you please explain 1. The difference between these two ETFs and 2. What are the pro and cons of each?
Thank you
Dave
Could you please explain 1. The difference between these two ETFs and 2. What are the pro and cons of each?
Thank you
Dave
Q: Any reason why SHOP had declined much more than the overall market this week? I don't see any news. At what point might one add to position or is now not the time?
Q: Good recent webinar by Ryan. I was just wondering if the opinion on NBIS (featured in that webinar) has changed in any way on this company since recent earnings. For an investor considering a long term position, can any positives be drawn from Arkady Volozh's comments ?
Q: I understand that the business to business e-commerce market is significantly larger than the retail e-commerce market. Which 3 stocks would benefit the most during the next 3-5 years from the continued growth of the B2B e-commerce market? Thanks.
Q: Josh Brown says Palantir is now trapped in a ‘no-man’s land’ after stock momentum breaks.
Time to sell it?
Thank you?
Time to sell it?
Thank you?
Q: What do you think about Nebius for a two year hold?
And why is it so volatile? Something to do with having little institutional coverage/ownership?
And why is it so volatile? Something to do with having little institutional coverage/ownership?
Q: Looking for your take on this ETF to determine if better alternatives exist?
Q: Is this a B/S/H for a long term hold for cap appreciation?
Q: Hello folks:
Help me to "decipher" the crazy price action of SMCI :) From 40 to 66 in 5 days! (approximate)
Is it because of
a. Short covering
b. that it is deemed safe from being delisted from Nasdaq.
c. Market loving what they see in their recent releases and TRUST the data this time around!! Borrowing a phrase from you, have all the cockroaches been squashed :)
Apparently Feb 25th is the D Day for the stock. Any predictions for post Feb 25th announcements. Will it go down? ? 47 is the support if you look at the "inverse head and shoulder neckline" or up 70+ 200 Day MA. Forgive my rudimentary Technical Analysis!
Help me to "decipher" the crazy price action of SMCI :) From 40 to 66 in 5 days! (approximate)
Is it because of
a. Short covering
b. that it is deemed safe from being delisted from Nasdaq.
c. Market loving what they see in their recent releases and TRUST the data this time around!! Borrowing a phrase from you, have all the cockroaches been squashed :)
Apparently Feb 25th is the D Day for the stock. Any predictions for post Feb 25th announcements. Will it go down? ? 47 is the support if you look at the "inverse head and shoulder neckline" or up 70+ 200 Day MA. Forgive my rudimentary Technical Analysis!
Q: Hi team,
The rumors about Intel being broken up and sold to Broadcom and TSMC (may be) seems to be on again! Will it stick this time? Internet rumors are flying high! I saw one figure of upto 47$! (Reddit) Though mostly around 30$.
Some say this is not going to fly. No foreign ownership of US chips!! Trump is the President BTW:)
If I were to write covered call, how high would you suggest that I go?
Any thoughts or opinions?
The rumors about Intel being broken up and sold to Broadcom and TSMC (may be) seems to be on again! Will it stick this time? Internet rumors are flying high! I saw one figure of upto 47$! (Reddit) Though mostly around 30$.
Some say this is not going to fly. No foreign ownership of US chips!! Trump is the President BTW:)
If I were to write covered call, how high would you suggest that I go?
Any thoughts or opinions?
Q: With the bump in position size in Topicus would members take this as 5i beieng more favorable towards Europe and a vote of confidence over Lumine.
Thx
Thx
Q: Looking for steady growth. LMN or GIB.A ? Thank you
Q: Good morning.. Can i get your opinion of this stock going forward and next quarter anticipated earnings. Cheers
Q: What did you learn from the NBIS quarterly report? Any key points regarding their fundamentals? Would you add to a position this morning?