Q: I am looking at industrials that will do well in the USA in the initial Trump period. I see you often recommend TT, but it is down where it was last September, which appears to mean negative momentum, which, you usually steer away from. Do you see strong upside for TT in the next couple of years, and would it be your choice, or one of your picks for this goal? Would you pick it over FIX? Is there anything in the Deep Seek revelations that would negatively affect either holding? Are there other holdings you would recommend, and would you choose more than one, and would you wait a bit for the markets to settle? 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.
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NVIDIA Corporation (NVDA)
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Salesforce Inc. (CRM)
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ServiceNow Inc. (NOW)
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Freshworks Inc. (FRSH)
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CrowdStrike Holdings Inc. (CRWD)
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Datadog Inc. (DDOG)
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Palantir Technologies Inc. (PLTR)
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Snowflake Inc. Class A (SNOW)
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Cellebrite DI Ltd. (CLBT)
Q: Do you prefer CRM or NOW. It seems CRM is down in sympathy with NOW results. Were they really that bad? CRM trailing PE is almost 30 but NOW is much higher I believe. I have sold half my NVDA with the idea to move it into the next phase of AI adoption, software. Am thinking one of these and perhaps PLTR. You have much posted on it, any information you could add regarding buying it, would be helpful. Any other software companies you would consider? Thank you so much.
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Apple Inc. (AAPL)
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NVIDIA Corporation (NVDA)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Descartes Systems Group Inc. (The) (DSG)
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Palo Alto Networks Inc. (PANW)
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CrowdStrike Holdings Inc. (CRWD)
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Vertiv Holdings LLC Class A (VRT)
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Palantir Technologies Inc. (PLTR)
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Duolingo Inc. (DUOL)
Q: Hi,
Looking to replace NVDA and VRT. I wish to avoid the AI theme and Mag7. Do you have an handful of tech alternatives to suggest in the US?
Many thanks.
Michael
Looking to replace NVDA and VRT. I wish to avoid the AI theme and Mag7. Do you have an handful of tech alternatives to suggest in the US?
Many thanks.
Michael
Q: Is NVDA a sell???.....tom
Q: So Deepseek just made AI hugely gigantically more efficient. And that's verified because they are open architecture and other experts did check it out and they say it is definitely a big advancement and now they can fully copy it. (puzzles me greatly why a co. would go this open route but i guess that's another topic). So now competitors are on an equal footing due to this puzzling largesse of Deepseek being so open, and said competitors can carry on being way ahead. So what's the problem? Everything is now way better.
Q: Hello,
Could you please comment on Celestica's results.
Looks like, the Co blew past estimates and raised their guidance, as well.
Stock is up 17%, in after hours trade at 5.30 PM.
We just started a 2% position, taking advantage of sharp drop, on Monday.
(Thank you for your prompt response, which really helped !! )
Will you be comfortable adding to the position or wait, for a 3-5 years hold ?
Thank You
Could you please comment on Celestica's results.
Looks like, the Co blew past estimates and raised their guidance, as well.
Stock is up 17%, in after hours trade at 5.30 PM.
We just started a 2% position, taking advantage of sharp drop, on Monday.
(Thank you for your prompt response, which really helped !! )
Will you be comfortable adding to the position or wait, for a 3-5 years hold ?
Thank You
Q: Would you buy these stocks today? Which do you prefer if only one could be bought? What are your thoughts on quantum computing?
Q: Good Morning 5i Team,
IESC went to the moon last week with the Stargate announcement, then got torpedoed by Deepseek on Monday. Still worth holding for the new data centres electrical build-out theme, or swap for NBIS or FRSH?
Thank you.
Brad
IESC went to the moon last week with the Stargate announcement, then got torpedoed by Deepseek on Monday. Still worth holding for the new data centres electrical build-out theme, or swap for NBIS or FRSH?
Thank you.
Brad
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Celestica Inc. (CLS)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Palantir Technologies Inc. (PLTR)
Q: I'm over weight Technologies with the following securities KSX, SHOP, CLS, TOI, PLTR, CSU and NVDA. If you had to sell one or two which ones would you sell, or would you trim some from each and keep all?
Q: Are large (but not giant) tech companies at risk of being competed-out by the trillion plus tech companies? With their high multiples, is the growth case still there in 2025 and going forward?
Q: Would you see todays sell off as an opportunity to add ?
Q: A couple of things I'm not understanding from the Nasdaq Deepseek sell off ..... I know META, Google, Apple, and others are pouring a lot of money into AI research.... But do any of them actually have a verifiable revenue stream as a result of this research ? .....And as I understand it Deepseek's solution is " open architecture " Doesn't that mean anybody can use it as a base for their own uses ?
Also in an answer this morning to Jim you stated that HBND, FMAX, and HBIL were subject to with holding taxes in non registered accounts. What is their status in a SDRIF ? Thanks for your terrific service ......
Also in an answer this morning to Jim you stated that HBND, FMAX, and HBIL were subject to with holding taxes in non registered accounts. What is their status in a SDRIF ? Thanks for your terrific service ......
Q: What's the rationale for the huge volume and significant drop today?
Q: In one of your answers you state that, "Software may be the 'next' wave of growth, as companies utilizing AI will now see higher margins (lower costs) as well as a possible explosion in useage cases." What would be your top choices, if this was the case. Many thanks.
Q: Thank you for the core ideas in aprevious portfolio question.
Would you please provide a buy range on GIB.A. I'd like to average in and obviously it's been climbing thanks to the sector overall.
Should I just initiate my full position at its current valuation?
Thank you.
Would you please provide a buy range on GIB.A. I'd like to average in and obviously it's been climbing thanks to the sector overall.
Should I just initiate my full position at its current valuation?
Thank you.
Q: What are your thoughts on Cloudflare going forward after their recent run up? Have they become profitable? Do they still have room to grow? Would you add new money?
Thank you for your sage advice on investment decisions.
Dan
Thank you for your sage advice on investment decisions.
Dan
Q: First, thx for your earlier answer to my questions on Nvidia. I forgot to include a few other questions.
If appears as though DeepSeek might make AI more ubiquitous as the cost of using it would be cheaper. Wouldn't this create more demand for GPUs? I imagine more hardware players will enter thereby creating more competition thus dropping Nvidia's enormous margins. What are the current forward looking numbers? There obviously will be compression, so what do see as potential valuation if this occurs. Lastly, have moved on from the hardware companies to more of the hyperscalers and other downstream companies? Could you list a few safer companies for the last two categories?
Thx
If appears as though DeepSeek might make AI more ubiquitous as the cost of using it would be cheaper. Wouldn't this create more demand for GPUs? I imagine more hardware players will enter thereby creating more competition thus dropping Nvidia's enormous margins. What are the current forward looking numbers? There obviously will be compression, so what do see as potential valuation if this occurs. Lastly, have moved on from the hardware companies to more of the hyperscalers and other downstream companies? Could you list a few safer companies for the last two categories?
Thx
Q: Hello Peter and Team,
You seem to recommend Nebius on a regular basis, is there a reason why? I haven't seen it in any of your portfolios or research on specific companies.
Thanks as always for your insights.
You seem to recommend Nebius on a regular basis, is there a reason why? I haven't seen it in any of your portfolios or research on specific companies.
Thanks as always for your insights.
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Salesforce Inc. (CRM)
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ServiceNow Inc. (NOW)
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MongoDB Inc. (MDB)
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Freshworks Inc. (FRSH)
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Cloudflare Inc. Class A (NET)
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Datadog Inc. (DDOG)
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Palantir Technologies Inc. (PLTR)
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Snowflake Inc. Class A (SNOW)
Q: While picking up the pieces from the Deep Think carnage on my tech stocks, it occurs to ask which stocks will benefit from the possible reduction in the cost of AI......can you provide a short list 5 - 10 of potential beneficiaries of that? Many thanks for your excellent service.
Q: Good morning 5i,
VRT obviously the onslaught has continued. I'm viewing this as a potential add. Looking over their revenue, profitability etc.
Despite deepseek and all other noise. Would you wait to see a potential turn or be comfortable adding in this range?
Or do you see a more inherent risk than I?
Looking forward to your thoughts. Thank you.
VRT obviously the onslaught has continued. I'm viewing this as a potential add. Looking over their revenue, profitability etc.
Despite deepseek and all other noise. Would you wait to see a potential turn or be comfortable adding in this range?
Or do you see a more inherent risk than I?
Looking forward to your thoughts. Thank you.