Investment Q&A

Q: Good morning,

In AI related space, I don’t have any memory related holdings. Do you have any suggestions? Thanks

Q: If a giant like OpenAI is choosing to work with The Trade Desk instead of building their own ad tech from scratch, does that prove TTD has a 'moat' that even the best AI companies can't cross? Also, seeing that Jeff Green personally bought $148 million in stock the same week this news leaked—does that suggest this partnership is a much bigger deal for their 2026 growth than the market originally thought?

Q: Do you have an opinion on NIQ Global Intelligence? Is it having a similar fate as TRI?

PS: NIQ, strange name in your database. Thanks.

Q: Hello 5i!

I know you like this company, I have a half position in it and it’s down about 10% in the last month.
Would you add to this position today?
Do you still like the current fundamentals and feel there is some good growth in the next 2 years?
Thanks as always!

Q: Any reason for the heavy volume today (Thurs.)?

Q: Looking to possibly add RDDT or DUOL as a contrarian tech idea

Which looks more oversold and higher chance of reversal, Any other good ideas along the same theme?

Q: Hi Everyone at 5i !! There has been talk of private equity potentially running into some headwinds . Would Blackstone be one of those companies?
Thank you!

Q: What is AI revenue? It is growing at $8.4 billion, and it's an incredible 106% increase year-over-year?

Q: I presently hold VOO .I am wondering if switching to a capped version of S&P 500 would be appropriate and if so could you suggest ETFs which would fill the bill

Q: hi folks, thoughts on Q4 results for Genius Sports....seems to be getting stronger/better each Q....any thoughts on when big acquistion might close/ synergies....and are you still comfortable holding / buy....I see Sportradar reported seemingly good Q results, but took a hit to new lows.....currently have position only in Geni...thx as always, jb

Q: I very much enjoyed reading your AI Stack report and have adjusted some of my holdings accordingly. I hold: NBIS, NVDA, AVGO, MU, TER, VRT, GOOG and MSFT. All between 2-3% weighting. Do I need to hold both NVDA and AVGO? If not, I would sell AVGO. Assuming AVGO is sold, which would you be inclined to top up: NVDA, NBIS, MU, TER, VRT or GOOG? Thank you.

Q: What are your thoughts on Westlake Corp. it has seen some positive movement.
Would you bye this at this time?
Thanks kindly.

Q: ALOY 5i I am looking at investing in this US stock. apparently this critical mineral producer has a plant in US up and running to produce faster and safer products from Saskatoon or Manitoba They are affialated with US and gov't has given them money. What does 5I think long term investment. Thank GV

Q: Hello, can you comment on these drone makers? I know DPRO is very small but is Canadian. Otherwise, between KTOS and AVAV, what would be your pick today and why? Thanks.

Q: I own NBIS shares and continue to hold with the thought that the market is not either recognizing or giving credit to the company for the expected surge in revenue and hopefully earnings growth in the coming 12-15 months. Do you continue to support this premise?
Also what are your thoughts on this company as a takeover possibility? Who might be interested and why?

Q: Visa has been sporadic as of late. Might switching to JPMorgan within the Financial sector be a valid move?

Q: Why is Blackstone Inc. (BX) falling so much and is it a good time to buy? What's the long term prognosis for this company.

Can you please comment on this...."Blackstone allowed investors to redeem 7% of the $82 billion fund in the first quarter, exceeding the typical 5% withdrawal limit. Blackstone employees redeemed an additional 0.9% of the fund.

In all, Blackstone allowed investors to pull $3.7 billion out of its namesake private credit fund, commonly referred to as BCRED. The fund saw new commitments of $2 billion, leaving it with $1.7 billion worth of net withdrawals.

The news is expected to have ripples across the private credit sector, which already has been under stress in light of developments at Blue Owl Capital. The fund sold $1.4 billion in assets and halted redemptions at its private retail debt fund last month, rattling investor confidence."

Q: Hello Team 5i & Everyone,

If no one has already asked, may I please have your take on Crowdstrikes earnings?

Thank you!

Sandra

Q: Hello 5i,
Could I have your assessment of these stocks; Q, KEYS, GLW.
Thank you
Dave

Q: Dear Peter et al:


I am long term holder of CSCO. I have made decent profit. Sometime ago to my question, you mentioned that it can be held still didn't see any problem with it.
But more recently I am hearing rumblings that ANET is better suited for AI going forward? Should one switch? It is in my Regd a/c. So, no tax implications.