Q: The Cerebras IPO, that has been delayed since last year, looks very interesting. I wonder if 5i has a view on if/when it will happen and considers it attractive.
Having spent some time working on wafer scale integration, it is a far more complex and challenging problem than they make it sound like.
Appreciate your insight, Peter
Q: Peter and His Wonder Team
I have never owned an auto stock. I realize competition is fierce and Telsa has an edge. However Ford is a survivor and is an American icon and so cheap...Please give the pros and cons of owning Ford. Or is the auto industry just too unpredictable to take a risk? Thanks for your assistance which is always valuable.
Q: Ignoring any crypto implications (I am decently invested in that area), do you think liberalizing the financial regulations in the US is likely to produce outsized short to medium term gains in that sector? If so, can you recommend a couple of solid names, a couple of speculative names and a couple of ETFs. Thanks again for the great service.
Q: I just wanted to say well done to 5i Research. Today I was watching CNBC and someone from Alger Funds was on talking about AI investing. Her name was Ankur Crawford. At the end of the piece, she was asked to give an AI investment. She named Nebius, and said it was completely under the radar, undiscovered, had great potential and "some of the greatest AI engineers in the world." You guys seemed to have beaten the crowd to this one. Now I have to try to buy it as it goes up tomorrow!
Q: ELF got smoked yesterday after what seems like a decent earnings report (missed earnings slightly and beat on revenue). Is this overdone in your view? Does the valuation now look like a good entry given the future growth potential of this stock or is there too much risk still?
Q: Hi Peter and team,
Can you recommend five U.S. and five Canadian diversified stocks with medium to high risk, strong growth potential, and at least positive earnings?
Q: All OK with COHR? The market seems to like the latest results posted last night. Any red flags? I'm a "Buy and Hold" investor and I'm not overweight in COHR so I'm just planning to do nothing! I don't think Mr. Trump's tariffs will be an issue with this company and COHR don't seem to be to be overly reliant on AI spending. Any comments you have would be appreciated.
James