Q: At what price point would you start taking an interest in UiPath given the current circumstances please, thanks.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Sharing a great NBIS profile and overview article:
https://sherwood.news/tech/nebius-nvidia-gpus-ai-startup/?utm_source=snacks&utm_medium=email&utm_campaign=snacks_20250617&utm_content=e99a960ccebe81b1fcff68dfa0ad979b
https://sherwood.news/tech/nebius-nvidia-gpus-ai-startup/?utm_source=snacks&utm_medium=email&utm_campaign=snacks_20250617&utm_content=e99a960ccebe81b1fcff68dfa0ad979b
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Cellebrite DI Ltd. (CLBT $18.46)
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Sportradar Group AG (SRAD $20.88)
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Lumine Group Inc. (LMN $26.16)
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Nebius Group N.V. (NBIS $97.93)
Q: Do you see the above as a buy today? If so in what order and at what price? Would these stocks be suitable for a 10 year hold?
Thanks again for doing the heavy lifting for us.
Dan
Thanks again for doing the heavy lifting for us.
Dan
Q: Looking for your thoughts on GLBE as tariffs (hopefully) stop dominating the conversation. One report I read shared the following and I wanted your thoughts on it as well as whether you would buy now or if you think it is going to move lower:
The new 3-year agreement with Shopify and uncertainty surrounding tariffs has created a lot of uncertainty, putting pressure on Global-e’s stock, but we are of the view that this is an overreaction and this business is a lot more resilient than the market’s current perception. Management is confident that the company will grow its revenue by mid-20% CAGR over the next 4 years and the FCF margin will settle in the mid-high 20% range.
The new 3-year agreement with Shopify and uncertainty surrounding tariffs has created a lot of uncertainty, putting pressure on Global-e’s stock, but we are of the view that this is an overreaction and this business is a lot more resilient than the market’s current perception. Management is confident that the company will grow its revenue by mid-20% CAGR over the next 4 years and the FCF margin will settle in the mid-high 20% range.
Q: hi folks, realize speculative...but Archer Aviation seems to be gaining some traction/legitimacy with recent developments/deals...stock sold off on $850M finance @ $10....your views on company going forward...I was intrigued when U said they have exclusive partnership with Andrul for future US Dept of Defence contracts...just started small position, thx, jb
Q: I intend to start a position in APLD having a relationship with Core Weave (CRWV) in AI business. Also, Your views and comments on CRWV 's 7.5 billion USD contract with APLD on one side and recent dumping of its stock holding in APLD on other side please.
Q: I am a shareholder in Celebrite and the stock is down significantly in 2025. What are your thoughts on the future of this security and would you recommend holding on or moving on? Thank You.
Q: Can you update your perspective on LNTH? Has anything changed since May 8 that would suggest it's a good entry point? I know you don't put much weight into analysts but I'm seeing 7 buy, 1 hold with a $122 1 year target. It seems to have settled into a range from $75-80 and I'm wondering if you think the next move is up? What do the technicals show in terms of RSI etc? Is it oversold?
Q: I need to increase my weighting in industrials and have been researching ITW. It seems to be a very well managed company with an outstanding return on invested capital over many decades. Yet it seems out of favour in the analyst community. Why? Would you look through the noise and buy it for a long term hold?
Q: Why is ILMN your favourite in Multiomic sequencing? And is this a good price point to start a position?
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Recursion Pharmaceuticals Inc. (RXRX $4.66)
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AST SpaceMobile Inc. (ASTS $97.67)
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Symbotic Inc. (SYM $70.82)
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Nebius Group N.V. (NBIS $97.93)
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Rocket Lab Corporation (RKLB $84.85)
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Galaxy Digital Inc. (GLXY $24.94)
Q: I consider these moonshot type stocks. I am in nbis nv but not the others. Are any of them worth buying at these prices? I would have to sell more established stocks like google, tsm, Avgo, asml to raise funds. I am reluctant to sell a more established name to buy a winger but it’s hard to see the moonshots go up so much and not have fomo. Thanks.
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GE Aerospace (GE $321.59)
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Cameco Corporation (CCO $149.64)
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Pan American Silver Corp. (PAAS $75.51)
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Spotify Technology S.A. (SPOT $539.37)
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Axon Enterprise Inc. (AXON $631.69)
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CrowdStrike Holdings Inc. (CRWD $470.61)
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Cloudflare Inc. Class A (NET $182.78)
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Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
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Palantir Technologies Inc. (PLTR $177.49)
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GE Vernova Inc. (GEV $622.50)
Q: Many stocks are at or close to all time highs, particularly these. Do you see any of these having strong forward momentum from here? Could you give me entry prices for these 6 stocks please. Across all sectors, is there any other Companies you see as having stronger for upward momentum from todays prices? Thanks!
Q: If a person was to trim US or Canada where would you go,
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PayPal Holdings Inc. (PYPL $57.66)
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JPMorgan Chase & Co. (JPM $329.19)
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Mastercard Incorporated (MA $575.54)
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Visa Inc. (V $349.77)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.03)
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Galaxy Digital Inc. Class A common stock (GLXY $34.68)
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Coinbase Global Inc (COIN $240.78)
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Robinhood Markets Inc. (HOOD $115.27)
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iShares Ethereum Trust ETF (ETHA $23.19)
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3iQ Solana Staking ETF (SOLQ.U $11.01)
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3iQ Solana Staking ETF (SOLQ $15.06)
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Circle Internet Group Inc. Class A (CRCL $82.90)
Q: Genius act being passed in the USA for stablecoins. Will this effect other, Crypto etc
Does 5I have any suggestion for stocks or wait & see. will it also effect payment type stocks. Tks 5i
Does 5I have any suggestion for stocks or wait & see. will it also effect payment type stocks. Tks 5i
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Genius Sports Limited (GENI $10.70)
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Sportradar Group AG (SRAD $20.88)
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Flutter Entertainment Plc (FLUT $215.30)
Q: Hi 5i Team - I have small positions in the following three gaming sector companies: Genius Sports, Sportradar, Flutter Entertainment. Am wondering if I need to have all three of these companies and if I should consolidate into two of them. If so, which two of the three would you keep. Is there a significant difference between the three - maybe consolidation is not necessary.
As an afterthought, is Fan Duel likely to become publicly traded.
Thanks.
As an afterthought, is Fan Duel likely to become publicly traded.
Thanks.
Q: Which consumer stock would you prefer?
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Illumina Inc. (ILMN $141.07)
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Pacific Biosciences of California Inc. (PACB $1.94)
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CRISPR Therapeutics AG (CRSP $53.84)
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Bio-Techne Corp (TECH $65.70)
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10x Genomics Inc. (TXG $20.46)
Q: Can you recommend stocks or ETFs in Multiomic sequencing
Q: Could you please provide any relevant news on it since the last mention of this company ? Is everything on track?
Q: Of these 2 companies, which is the preferred “horse to ride”??
Q: AMD is soaring this morning and I’m not able to see a clear reason why. Is this related to their improved method for chip stacking?