Investment Q&A

Q: Your answer earlier today suggested CLS was not reliant on AI sales and was lower valued than AI plays and should bounce back faster from this panic selling. Can you suggest a reason why it has plunged so far (-26% today) and performed so much worse compared to almost all the AI stocks?

Q: This stock dropped 29%, Monday, along with several other names after Chinese app news.

Is it a good opportunity to start a new position or wait for a further pullback ?

How is the AI related business risk to its growth profile, compared to other names in the sector ?

Thank You

Q: Rigetti is clearly a very volatile company with lots of possibility for growth given the nature of its business, and it's current stage in its lifecycle. In your opinion, what differentiates Rigetti from other quantum computing businesses; and if you were to invest in this space is Rigetti your top option or are there other possibly more mature firms that should be considered.

Q: Here's a rewritten version: "Considering investing in NBIS, a Russian stock, for the long term. What are the key risks I should be aware of?",NBIS:US

Q: Hello 5i,
Can you believe it I just bought up to 1/2 positions in NBIS, CLS, and VRT on Friday and now there all down 20 -35%. Where do we go from here? Have they suddenly lost their relevance? What would 5i do?
Thank you

Q: I heard that NBIS already has Deepseek. Why did the stock fall like 35% then and falling more as we speak.

Q: I own small (2-3%) positions in Snowflake, MongoDB, and Datadog. Would you currently hold these stocks or sell them? If sold, what are some possible replacements in the tech sector?

If I were only to sell one, which holding would you let go of first and why?

Thanks.

Q: The 5i team review GLXY in July 2024 with what I understand to be a moderate upside potential with some risk. The stock has gone form $18 to $34. I believe that you still like the stock but maybe for different reasons. Could I have your current thoughts please?

Q: Is there anything you would buy today on the DeepSeek fallout? I have listed a few but am open to other suggestions. Thanks.

Q: I know you like both but for a purely growth if you could only buy one company for a 3-5 year hold would you buy Datadog or Celestica today?
Thanks for all of you folks do!

Q: Comments on the Deepseek news? Thanks

Q: With DeepSeek Chinese open source models being competitive with American models using less compute power, I can see other American tech giants and small players try to replicate the same very soon.

How bad is this new development for companies like NVDA and AMD? Should we cash in some of our profits now and wait for further development?

Will companies like Microsoft, Google, Meta, Amazon... suddenly feel like they have wasted their billions? Will this drive a negative sentiment for their own stock prices in the short term ?

What does 5i recommend if we have large gains in the bive mentioned stocks?

Q: Peter; Friday night and I just saw an article on a new Chinese AI released today , called DEEPSEEKS. It is apparently equal to , or better, than the AI engines available. I know it’s early days but looking at multiple articles , it could be a major disruptor to others .
I know you can’t quantify the impact but it may be one to watch.
Rod

Publish if you wish.

Q: Thoughts on TWLO’s latest earnings?

Q: How material is this latest acquisition and any other thoughts..
Thanks Ken

Q: Dear 5i
Do you prefer PWR or POWL and why ?
Also VHI seems to be one of your top picks for small cap growth stocks but the valuation ie P/E seems quite high . Does its growth rate justify the valuation ?
Thanks
Bill C

Q: Hello 5i Team,

Looking into your crystal ball for 2025, is this the year for AMD to finally show some stock price appreciation? I have held it for several years now, and am still underwater by over 12%.

I’m losing some patience, considering the relative growth in NVIDIA (which I’ve done exceptionally well with and still hold, thanks to 5i). I notice that in recent questions, some 5i members also hold AMD, and I’m wondering if you guys are not losing patience, as well?

Do you have three other tech or AI-related picks (any cap size) that you have a much stronger conviction in than AMD, for a three-year hold? Or, is there a potential catalyst on the horizon that might indicate staying the course with AMD?

Thanks very much,

Brad

Q: Hello Peter and team,
Any idea why well health is trending down? For AI exposure would amzn, msft, and goog be good plays or would I be better off with etf, CHAT. Sorry i was not able to get the symbol from your search list.. Thank you

Q: Have your cautions abated given the recent performance of the company - recently several parcels of shares traded hands - can your provide some analysis of its opportunities plus challenges. Thanks, John

Q: What does the market expect from Celestica next week?

Thx