Investment Q&A

• Apple Inc. (AAPL)
  • View AAPL Profile
  • View Questions on AAPL
• Adobe Inc. (ADBE)
  • View ADBE Profile
  • View Questions on ADBE
• Amazon.com Inc. (AMZN)
  • View AMZN Profile
  • View Questions on AMZN
• Broadcom Inc. (AVGO)
  • View AVGO Profile
  • View Questions on AVGO
• Cisco Systems Inc. (CSCO)
  • View CSCO Profile
  • View Questions on CSCO
• Meta Platforms Inc. (META)
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG)
  • View GOOG Profile
  • View Questions on GOOG
• Alphabet Inc. (GOOGL)
  • View GOOGL Profile
  • View Questions on GOOGL
• Microsoft Corporation (MSFT)
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA)
  • View NVDA Profile
  • View Questions on NVDA
• Accenture plc Class A (Ireland) (ACN)
  • View ACN Profile
  • View Questions on ACN
• Salesforce Inc. (CRM)
  • View CRM Profile
  • View Questions on CRM
• Oracle Corporation (ORCL)
  • View ORCL Profile
  • View Questions on ORCL
• Tesla Inc. (TSLA)
  • View TSLA Profile
  • View Questions on TSLA
• Advanced Micro Devices Inc. (AMD)
  • View AMD Profile
  • View Questions on AMD

Q: hi,
thank you for, and this question is in reference to, the answer to the "baby Mag 7" question a few days ago by "JR". are you able to do a short analysis of these 7, compared to the "adult" Mag 7 in regards current and future valuation, growth, debt/equity metrics. further, do you have any guess on the timeline of googl/meta etc.'s development/utilization of their own AI chips in house?
take as many points off as needed, this question seems like a bad homework assignment to me!
thanks Chris

Upvote 8

Read Answer Asked by chris on January 30, 2024

• PepsiCo Inc. (PEP)
  • View PEP Profile
  • View Questions on PEP
• Celsius Holdings Inc. (CELH)
  • View CELH Profile
  • View Questions on CELH

Q: Can I ask why you may think there is such a high short position in CELH? The thought of good results and a short squeeze is exciting but there is also the thought that they know something the we don't. Thoughts?
Thank you

Upvote 8

Read Answer Asked by Neil on January 30, 2024

• Recon Capital NASDAQ-100 Covered Call ETF (QYLD)
  • View QYLD Profile
  • View Questions on QYLD
• CI Energy Giants Covered Call ETF (NXF.B)
  • View NXF.B Profile
  • View Questions on NXF.B

Q: hello 5i:
could you comment on the liquidity for this ETF? Is there something of the same vein that would have better liquidity?
thanks
Paul L

Upvote 1

Read Answer Asked by Paul on January 30, 2024

• Alpha Metallurgical Resources Inc. (AMR)
  • View AMR Profile
  • View Questions on AMR

Q: RS:US is mostly flat. Is AMR :US a good replacement? It has increased a lot last years. Thanks

Upvote 2

Read Answer Asked by Ray on January 30, 2024

• Upstart Holdings Inc. (UPST)
  • View UPST Profile
  • View Questions on UPST
• Affirm Holdings Inc. (AFRM)
  • View AFRM Profile
  • View Questions on AFRM

Q: I am down 80% of UPST ( avg price $149) and 50% down on AFRM (avg price $75), both in registered accounts.

Any chance of breaking even in the next 12 - 18 months or is it time to move on?

Upvote 3

Read Answer Asked by V on January 30, 2024

• UnitedHealth Group Incorporated (DE) (UNH)
  • View UNH Profile
  • View Questions on UNH
• Amedisys Inc (AMED)
  • View AMED Profile
  • View Questions on AMED

Q: Can I please have your thoughts re this company. It is about 6-7 months that the stock has been pretty flat - not moving much in either direction. I believe that at one time there may have been (and possibly still is) an offer on the table? I am wondering if it is time to move on... Thanks.

Upvote 1

Read Answer Asked by Walter on January 30, 2024

• Uranium Energy Corp. (UEC)
  • View UEC Profile
  • View Questions on UEC

Q: what are the medium and longer term prospects for the Company please.

Upvote 3

Read Answer Asked by Mike on January 30, 2024

• Axcelis Technologies Inc. (ACLS)
  • View ACLS Profile
  • View Questions on ACLS

Q: It appears that ACLS stock, while up substantially the past few years, is more recently lagging behind peers in the semi manufacturing field. Please comment including potential reasons and does this represent an opportunity.

Upvote 1

Read Answer Asked by John on January 30, 2024

• The Walt Disney Company (DIS)
  • View DIS Profile
  • View Questions on DIS
• Pfizer Inc. (PFE)
  • View PFE Profile
  • View Questions on PFE
• JD.com Inc. (JD)
  • View JD Profile
  • View Questions on JD

Q: I am down significantly on these 3 stocks (Pfe-25%,Dis-35%,JD-65%)
Are they worth holding or should I take the loss and move on to something else?

Upvote 4

Read Answer Asked by Marjorie on January 30, 2024

• iShares S&P U.S. Mid-Cap Index ETF (XMC)
  • View XMC Profile
  • View Questions on XMC

Q: How would you rate XMC to buy especially after a $3.75 rise in the past 3 month?

Upvote 3

Read Answer Asked by Paul on January 30, 2024

• Costco Wholesale Corporation (COST)
  • View COST Profile
  • View Questions on COST
• Meta Platforms Inc. (META)
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG)
  • View GOOG Profile
  • View Questions on GOOG
• Intuitive Surgical Inc. (ISRG)
  • View ISRG Profile
  • View Questions on ISRG
• NVIDIA Corporation (NVDA)
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG)
  • View BKNG Profile
  • View Questions on BKNG
• Chevron Corporation (CVX)
  • View CVX Profile
  • View Questions on CVX
• Freeport-McMoRan Inc. (FCX)
  • View FCX Profile
  • View Questions on FCX
• Eli Lilly and Company (LLY)
  • View LLY Profile
  • View Questions on LLY
• Altria Group Inc. (MO)
  • View MO Profile
  • View Questions on MO
• NextEra Energy Inc. (NEE)
  • View NEE Profile
  • View Questions on NEE
• PulteGroup Inc. (PHM)
  • View PHM Profile
  • View Questions on PHM
• Williams Companies Inc. (The) (WMB)
  • View WMB Profile
  • View Questions on WMB
• Exxon Mobil Corporation (XOM)
  • View XOM Profile
  • View Questions on XOM
• lululemon athletica inc. (LULU)
  • View LULU Profile
  • View Questions on LULU
• Digital Realty Trust Inc. (DLR)
  • View DLR Profile
  • View Questions on DLR
• Eagle Materials Inc (EXP)
  • View EXP Profile
  • View Questions on EXP
• Vertiv Holdings LLC Class A (VRT)
  • View VRT Profile
  • View Questions on VRT
• Trane Technologies plc (TT)
  • View TT Profile
  • View Questions on TT
• RTX Corporation (RTX)
  • View RTX Profile
  • View Questions on RTX

Q: I'm looking to add more US companies. Could you please give an answer to Larry's question but substitute 2 US companies per sector for 2024?

Upvote 29

Read Answer Asked by Kel on January 30, 2024

• Unity Software Inc. (U)
  • View U Profile
  • View Questions on U

Q: Purchased U 189.00 per share, do you see any kind of a rebound or should I , hold or sell and accept the loss

Upvote 1

Read Answer Asked by Brian on January 30, 2024

• Super Micro Computer Inc. (SMCI)
  • View SMCI Profile
  • View Questions on SMCI

Q: Just a comment - thanks! Most of my questions have usually been about when something for me has gone wrong…well this one seems to be working. Honestly, if it weren’t for your positive comments, not only may I never have bought it but I would’ve sold as soon as I had a small profit. The same is true for nvda - another awesome name that you’ve stuck with for years even when things looked downright gloomy! Thanks be to 5i.

Upvote 13

Read Answer Asked by Jason on January 29, 2024

• Aehr Test Systems (AEHR)
  • View AEHR Profile
  • View Questions on AEHR

Q: It has continued to drop in price since the last question in late Novenmber. Do you think that was just negative momentum or is there something wrong here?

Thanks,

Upvote 2

Read Answer Asked by Peter on January 29, 2024

• NVIDIA Corporation (NVDA)
  • View NVDA Profile
  • View Questions on NVDA

Q: What AI stock (s) would you consider investing in at this time Which one would be your number 1 pick ?.

Upvote 9

Read Answer Asked by shirley on January 29, 2024

• Axcelis Technologies Inc. (ACLS)
  • View ACLS Profile
  • View Questions on ACLS

Q: What is your view on ACLS. Stock really lagged the sector in 2023. Do you see any catalyst near term?

Upvote 2

Read Answer Asked by Robert on January 29, 2024

• Darden Restaurants Inc. (DRI)
  • View DRI Profile
  • View Questions on DRI

Q: Could you give your overall current opinion of Darden. Is the debt situation improving?
Thank you.

Upvote 2

Read Answer Asked by Harvey on January 29, 2024

• Uber Technologies Inc. (UBER)
  • View UBER Profile
  • View Questions on UBER
• DoorDash Inc. (DASH)
  • View DASH Profile
  • View Questions on DASH

Q: Hi 5i
I could not find Maplebear inc in you r data base.... Could you provide any insight/opinion to the following comments by wolfe research and the possibility of a potential acquisition ....

" the stock has rallied 13% so far this year, aided in part by a Wolfe Research analyst call last week that suggested Instacart could be a good acquisition target for Uber. Instacart last week declined to comment on the rumor. "

Thx
Jim

Upvote 1

Read Answer Asked by jim on January 29, 2024

• The Boeing Company (BA)
  • View BA Profile
  • View Questions on BA

Q: Thoughts on Boeing given recent developments? Are you buyers at these prices?

Upvote 1

Read Answer Asked by David on January 29, 2024

• Snowflake Inc. Class A (SNOW)
  • View SNOW Profile
  • View Questions on SNOW

Q: What happened to SNOW in late 2021 that caused the downturn and why has it not recovered?
Do you expect it will recover?
Do you still like the stock and what would be a good entry point?

Thanks Joe

Upvote 3

Read Answer Asked by Joe on January 29, 2024