skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

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
Read Answer Asked by Bradley on January 29, 2025
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?
Read Answer Asked by Mike on January 29, 2025
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 ......
Read Answer Asked by Garth on January 29, 2025
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.
Read Answer Asked by Michael on January 29, 2025
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
Read Answer Asked by Christopher on January 29, 2025
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.
Read Answer Asked by Leonard on January 29, 2025
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.
Read Answer Asked by Adam on January 29, 2025
Q: Hi 5i, here goes another question on Nvidia. Did you glean anything out of their comments on DeepSeek's innovation? Many of the mag 7 are reporting in the next 8 business days, which would be the most important regarding the data centre craze? Lastly, your favorite predictive question - buy, hold or reduce?

Thx again for your service.
Read Answer Asked by Christopher on January 28, 2025
Q: I have the above tech stocks sitting at just over 30% weighting in portfolio. Could you please rank them as to which you might sell first. I sadly sold Crowdstrike last summer when they had their issues and I am thinking I need a cybersecurity stock. Would you buy Crowdstrike or Palo Alto or half of both. Also, What do you think about Saleforce? With the thought of cheaper AI, is that one that would possibly benefit and how where would it rank within my aboce tech stocks? Thanks for all your help. With all your advice, last year was awesome and still up this year following yesterday’s falloff.
Read Answer Asked by Neil on January 28, 2025
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!