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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: NVDA and PLTR announced a partnership to develop a business for corporate supply chain logistics. Is KXS about to get their lunch eaten by these big players?

Thanks.
Read Answer Asked by Joel on October 29, 2025
Q: I have all three of these with large unrealized gains and I understand the reason for the significant stock adjustment over the past few months, is it time to move on? What has to happen to get the companies back in favour?
Read Answer Asked by stephen on October 29, 2025
Q: I am in Germany at the moment and see a lot of advertising from Ebay. Given ebay’s current valuation, competitive position, and industry outlook, do you think the company is well positioned to deliver strong shareholder returns over the next five years?
Ebay has been aggressively buying back its own shares — do you think this capital allocation strategy will continue to create value for shareholders over the next five years?
Read Answer Asked by jean on October 28, 2025
Q: Good morning 5i
You recently answered a question from a member asking how to set up an etf portfolio in which you mentioned holding QQQ as well as a US s&p etf and a couple of outside North America etf’s. It got me thinking about my own mix. I am retired and hold voo as well as vwo and a European etf. I also hold a few teck stocks such as nvidia, shop, google directly at full weight. Because of this i didn’t want to put too many of my eggs in the Technology basket, thus avoiding QQQ, thinking that i have enough exposure with voo and my individual holdings. Do you think that it would be prident to hold more QQQ?
Thanks
Read Answer Asked by joseph on October 28, 2025
Q: Hi I'm wondering if you think BKSY or OUST will have more growth in the long term.
I'm thinking BKSY has more of a moat technology-wise but it might just be caught up in space hype. OUST could have lots of growth but aren't there like a million companies with LIDAR technology? I guess they have the whole TAM growing with robotics and cars and all that.
Read Answer Asked by B on October 28, 2025
Q: Would you buy into the momentum, as you indicated that it would extend into the next Q at least. I have a large gain on NBIS and although it is still just a 6% weighting, I am thinking of selling 1/2 and putting it into FIX. Would you wait for a better entry or do it at current price? Or would you just hold the course with NBIS?
Read Answer Asked by John on October 27, 2025
Q: Huge thank you for directing me to NBIS, VRT, CLS, and NVDA. With all of their success, I find that I have been slowly trimming these companies quite regularly. Currently I want to let them run for a bit longer than I normally would. So with that said, what is the maximum percentage of your portfolio you would feel comfortable holding the above companies before trimming?

Much appreciated!

Stefan
Read Answer Asked by Stefan on October 27, 2025
Q: Hello. What is your outlook for the storage sector and which do you believe to be the better investment over the next few years? Thank you.
Read Answer Asked by Edward on October 24, 2025
Q: hi,
can I get Peter's thoughts on the "circular" financing of AI deals going on please. can he compare this to the same phenomenon that was going on in the Dotcom bubble. Does Peter think this is starting to look like the companies propping up the AI theme overall? when an average investor looks into what these companies are involved in, one does not get much confidence in their "leaders" honesty and morality, which could lead an average investor to believe things are being manipulated.
cheers, Chris
Read Answer Asked by chris on October 24, 2025
Q: Hi 5i, What technology companies are likely to be in business in 20 years from today.
Of the above ?
Thanks
Read Answer Asked by Fernando on October 23, 2025
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