Investment Q&A

• Novo Nordisk A/S (NVO $54.78)
  • $54.78 P/E (TTM): 14.88X Cap: $363.68B
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• ON Semiconductor Corporation (ON $49.77)
  • $49.77 P/E (TTM): 35.48X Cap: $20.66B
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• Marvell Technology Inc. (MRVL $72.07)
  • $72.07 Cap: $66.16B
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• Ceragon Networks Ltd. (CRNT $1.88)
  • $1.88 Cap: $171M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.73)
  • $16.73 Cap: $2.30B
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• Docebo Inc. (DCBO $43.10)
  • $43.10 P/E (TTM): 45.24X Cap: $1.23B
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• Kolibri Global Energy Inc. (KEI $7.57)
  • $7.57 P/E (TTM): 10.01X Cap: $269M
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• Upstart Holdings Inc. (UPST $61.59)
  • $61.59 Cap: $5.92B
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• Affirm Holdings Inc. (AFRM $73.86)
  • $73.86 Cap: $23.82B
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• illumin Holdings Inc. (ILLM $1.51)
  • $1.51 Cap: $80M
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• RxSight Inc. (RXST $8.81)
  • $8.81 Cap: $300M
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Q: Hi 5i,

I have some stocks down over 10%, mostly in USD. Do you see any red flags in the following stocks? Its small amounts and timeframe is not a problem.

DCBO
ILLM
KEI
LSPD

AFRM
CRNT
MRVL
NVO
ON
RXST
UPST

Thank you

Upvote 2

Read Answer Asked by Francois on May 12, 2025

• TransMedics Group Inc. (TMDX $122.68)
  • $122.68 P/E (TTM): 92.97X Cap: $4.18B
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Q: Given its recent stupendous rise I assume it released an excellent quarterly report. Has the company put its problems behind it and do you anticipate substantially more stock growth now?

Appreciate your insight.

Paul F

Upvote 2

Read Answer Asked by Paul on May 10, 2025

• TruBridge Inc. (TBRG $19.53)
  • $19.53 Cap: $293M
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Q: Hi Peter

Can you provide your comments on TBRG. Also what do you think of valuation and is it a buy at current levels.

thx

Upvote 1

Read Answer Asked by Frank on May 09, 2025

• Dave Inc. (DAVE $190.00)
  • $190.00 P/E (TTM): 53.42X
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• Sezzle Inc. (SEZL $88.85)
  • $88.85 Cap: $3.02B
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Q: Hello 5i
Please comment on Sezzle and DAVE inc recent earnings and outlook.
Thank you
Dave

Upvote 2

Read Answer Asked by Dave on May 09, 2025

• Rocket Lab Corporation (RKLB $40.92)
  • $40.92 Cap: $19.61B
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Q: Would you be a buyer of RKLB today?
Thanks

Upvote 2

Read Answer Asked by sean on May 09, 2025

• Cellebrite DI Ltd. (CLBT $15.80)
  • $15.80 Cap: $3.86B
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Q: Hi, can you give an thesis update on CLBT and where you think it's projecting? It's been quite flat as of late, and I would've thought sentiment increased with a trump administration on cracking down supposedly more crime.

Upvote 4

Read Answer Asked by Brady on May 09, 2025

• Axon Enterprise Inc. (AXON $758.29)
  • $758.29 P/E (TTM): 182.45X Cap: $62.14B
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Q: Axon is reporting a great quarter. Could I have your analysis please?

Upvote 5

Read Answer Asked by jacques on May 09, 2025

• The Trade Desk Inc. (TTD $52.53)
  • $52.53 P/E (TTM): 62.8X Cap: $25.68B
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Q: Hi Team,
What is your take on TTD earnings? Market reaction after hours looks promising. Is the company back on track after last quarters miss? Perhaps last quarter was a 1 off? The stock is still a long ways from old highs...is this a buying opp? Or more of a hold still?

Thanks,
Shane.

Upvote 5

Read Answer Asked by Shane on May 09, 2025

• D-Wave Quantum Inc. (QBTS $15.32)
  • $15.32 Cap: $5.66B
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Q: I know its not your favourite, but is there anything of note in quarterly results? Thanks.

Upvote 1

Read Answer Asked by Alex on May 08, 2025

• Block Inc. Class A (XYZ $74.30)
  • $74.30 P/E (TTM): 16.23X Cap: $45.29B
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Q: Would you buy XYZ at this price $50 for maybe a 1 year hold as a trade?

Upvote 1

Read Answer Asked by Indra on May 08, 2025

• Applovin Corporation (APP $412.60)
  • $412.60 P/E (TTM): 62.4X Cap: $148.33B
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Q: APP is up13% after earnings but still down significantly from its highs. Would you be a buyer today?

Upvote 4

Read Answer Asked by Kim on May 08, 2025

• Tantalus Systems Holding Inc. (GRID $2.95)
  • $2.95 Cap: $150M
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Q: Based on your last comments on Tantalus Systems (GRID) can you comment on yesterday’s earnings release. It looks great from what I see but I’ll leave the professional analysis to you guys. Based on your last comments is insider ownership the same? Is management doing a great job? Can you also comment on their 3rd Annual Utility of the Future report they posted at a the end of April please. Lastly can you update me in the Conguitive acquisition.

Feel free to answer after their conference call.

Upvote 2

Read Answer Asked by James on May 08, 2025

• Equinix Inc. (EQIX $773.46)
  • $773.46 P/E (TTM): 76.9X Cap: $75.32B
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• Digital Realty Trust Inc. (DLR $166.57)
  • $166.57 P/E (TTM): 43.92X Cap: $56.28B
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Q: What would your two favorite REIT’s be to invest in at this time?

Upvote 2

Read Answer Asked by Gary on May 08, 2025

• Eli Lilly and Company (LLY $703.21)
  • $703.21 P/E (TTM): 57.06X Cap: $660.67B
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Q: What's up with LLY? Was it the Wegovy sales from a competitor? Leadership changes? Is this little dip one to buy? Your thoughts?

Upvote 2

Read Answer Asked by Tim on May 08, 2025

• Fortinet Inc. (FTNT $78.09)
  • $78.09 P/E (TTM): 32.56X Cap: $61.88B
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Q: Can I get your current thoughts and outlook on Fortinet

Upvote 3

Read Answer Asked by Kim on May 08, 2025

• Tradeweb Markets Inc. (TW $128.02)
  • $128.02 P/E (TTM): 50.27X Cap: $30.78B
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Q: Can I please have your latest thoughts on TradeWeb in today’s environment? It had a big drop earlier in April but has almost regained its momentum since then. Is the valuation stretched at this point? Thanks for your valued opinion.

Upvote 2

Read Answer Asked by Stephen R. on May 08, 2025

• Meta Platforms Inc. (META $751.48)
  • $751.48 P/E (TTM): 28.49X Cap: $1.92T
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• Microsoft Corporation (MSFT $509.77)
  • $509.77 P/E (TTM): 38.14X Cap: $3.84T
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• Arista Networks Inc. (ANET $132.78)
  • $132.78 P/E (TTM): 57.93X Cap: $173.49B
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Q: Hi, could you comment on ANET's earnings, which I understood were about 10% ahead of estimates per share, and 2% or so more revenue. The stock appears to have taken a hit today on the report, so were there negative comments from the management on forward guidance? Something else I missed in the numbers?
Thanks!

Upvote 2

Read Answer Asked by Dawn on May 08, 2025

• Genius Sports Limited (GENI $12.62)
  • $12.62 Cap: $3.10B
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Q: What sector would you consider GENI to be in? The profile says "media", but this doesn't quite line up to a list I typically use (Telecom, Utilities, Materials, Industrials, Real Estate, Consumer Discretionary, Consumer Staples, Financial, Energy, Health Care, Information Technology). Do I just need to update my list, or should I fit it in something like Technology?

Upvote 2

Read Answer Asked by Mike on May 08, 2025

• Arista Networks Inc. (ANET $132.78)
  • $132.78 P/E (TTM): 57.93X Cap: $173.49B
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• CrowdStrike Holdings Inc. (CRWD $418.60)
  • $418.60 Cap: $104.33B
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Q: Hi, I've read in Barron's that Crowdstrike will be laying off 500 staff, replacing them with AI. While obviously difficult for those laid off, I am wondering about the overall impact on CRWD, as I have noted today's negative reaction to the news. Your thoughts and comments on this would be appreciated. Thanks!

Upvote 4

Read Answer Asked by Dawn on May 08, 2025

• Lantheus Holdings Inc. (LNTH $55.15)
  • $55.15 P/E (TTM): 15.44X Cap: $3.74B
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Q: I am looking to own some of, this but today the stock price is getting obliterated after earnings. They have purchased a few strategic companies... one could say " investing in future growth." Why so harsh? Do you think the acquisitions will look solid in a year from now? This is a hard company to understand.

Upvote 2

Read Answer Asked by Harry on May 08, 2025