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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: Can you please provide an updated opinion on $ARM based on is most recent earnings and forecast? And rank it relative to its peers right now?
Read Answer Asked by Kel on May 08, 2026
Q: Where is Palentir headed? Of course, we've known for a long time that it's an overvalued stock; we also know it's in its DNA. But this decline continues even after excellent results, which is more than worrying. Is all this due to its partnership with Google? Can you explain the ins and outs of this relationship? Ultimately, in your opinion, should we sell or hold?

Thank you in advance for your much-appreciated insights.
Read Answer Asked by Gabriel on May 08, 2026
Q: I hold Fix and Vrt and have done very well on both because of their potential re Data Centers, I am nervous on both because of past performance and I am aware that this % performance wont go on forever and there will come a day that I will likely bail. Do you have any other similar stocks that you would recommend That should benefit from the Data Center frenzy. Iwould put a stop loss on any of these stocks Thank you.
Read Answer Asked by Brian on May 07, 2026
Q: What would be a good way to have exposure to IA?
Read Answer Asked by Bill on May 07, 2026
Q: I have gone from Fear to FOMO with these market gyrations, and am sitting on a ~15% cash position that I am anxious to deploy given the opportunity cost I have already incurred. I am targeting the above companies with most if not all of this cash. Three questions:

1. Could you rank these holdings in terms of long term capital appreciation potential?

2. How would you recommend I deploy this cash in this market towards these holdings? Over time or just proceed at this point?

3. Which 3-5 companies would you feel the most 'urgency' with?
Read Answer Asked by Dale on May 07, 2026
Q: I am looking to buy an AI stock. I was thinking MU or MRVL. You recently stated that MU is 6.8x forward which is cheap compared to others. MRVL seems to be around 55x which is much higher. Should I ignore the MU dollar amount of share price even though it seems hard to believe that it can double from here. Is MRVL the next group of stocks to run in the AI stack ?
Read Answer Asked by Thomas on May 07, 2026
Q: Hi 5i Team - A year ago Micron was trading at $78. It is now trading at $668, almost $600 more a share. Do you feel that the fundamentals warrant this increase, or is there is a bit of FOMO working here. I realize that the market is quite unpredictable lately, even more than usual, but am interested in initiating a small position.
Thanks.
Read Answer Asked by Rob on May 07, 2026
Q: These 3 have been rocketing to the moon as of late, is it time to sell and sit back and wait for a consolidation before re-entering these names?

Thnx for the great timely advice
Dave
Read Answer Asked by David on May 07, 2026
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