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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: 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
Read Answer Asked by Francois on May 12, 2025
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.

Read Answer Asked by James on May 08, 2025
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!
Read Answer Asked by Dawn on May 08, 2025
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?
Read Answer Asked by Mike on May 08, 2025
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!
Read Answer Asked by Dawn on May 08, 2025
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