Investment Q&A

• Bloom Energy Corporation Class A (BE $131.68)
  • $131.68 Cap: $32.36B
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• ViaSat Inc. (VSAT $35.55)
  • $35.55 Cap: $5.09B
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• BWX Technologies Inc. (BWXT $191.79)
  • $191.79 P/E (TTM): 61.91X Cap: $17.73B
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• Rocket Companies Inc. Class A (RKT $15.93)
  • $15.93 Cap: $35.06B
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• D-Wave Quantum Inc. (QBTS $29.07)
  • $29.07 Cap: $9.70B
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• Symbotic Inc. (SYM $68.72)
  • $68.72 Cap: $46.09B
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• Rocket Lab Corporation (RKLB $50.84)
  • $50.84 Cap: $23.78B
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• Rigetti Computing Inc. (RGTI $32.88)
  • $32.88 Cap: $11.13B
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Q: The above firms I've been following on a watchlist for possible additions to my U.S.account.
My themes are bricks & mortar U.S.Nuclear, Renewable Energy, Space Launch / Satellite Services, Quantum Computing, Residential Real Estate recovery and Industrial Robotics.
My questions:
The momentum is solid for most of these,
I have no problem buying positions in BXWT or BE. The others are like investing in OKLO....the financials are dubious at best. Which 2 of the other themes would you consider investible today and why?
Thanks in advance. David

Upvote 3

Read Answer Asked by David on November 03, 2025

• Kraken Robotics Inc. (PNG $5.29)
  • $5.29 P/E (TTM): 94.83X Cap: $1.63B
  • View PNG Profile
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• Cognex Corporation (CGNX $38.94)
  • $38.94 P/E (TTM): 62.31X Cap: $6.62B
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• Teradyne Inc. (TER $180.46)
  • $180.46 P/E (TTM): 68.46X Cap: $28.97B
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• Symbotic Inc. (SYM $68.72)
  • $68.72 Cap: $46.09B
  • View SYM Profile
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Q: Besides PNG which is specific to underwater technology what other companies like Tesla are heavily involved in building robots for manufacturing. Seems to be the way of the future and China already has a leg up.

Upvote 7

Read Answer Asked by Dennis on October 14, 2025

• Symbotic Inc. (SYM $68.72)
  • $68.72 Cap: $46.09B
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Q: After this recent reup does SYM still seem attractive? Ideally, what would be a good entry point for this company (if any)? For a growth investor is it a good idea to replace ATS:CA for SYM?

Upvote 2

Read Answer Asked by dan on June 30, 2025

• Recursion Pharmaceuticals Inc. (RXRX $4.45)
  • $4.45 Cap: $2.15B
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• AST SpaceMobile Inc. (ASTS $68.52)
  • $68.52 Cap: $23.40B
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• Symbotic Inc. (SYM $68.72)
  • $68.72 Cap: $46.09B
  • View SYM Profile
  • View Questions on SYM
• Nebius Group N.V. (NBIS $109.36)
  • $109.36 Cap: $26.05B
  • View NBIS Profile
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• Rocket Lab Corporation (RKLB $50.84)
  • $50.84 Cap: $23.78B
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• Galaxy Digital Inc. (GLXY $31.11)
  • $31.11 Cap: $11.43B
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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.

Upvote 9

Read Answer Asked by Jason on June 18, 2025

• Intuitive Surgical Inc. (ISRG $559.01)
  • $559.01 P/E (TTM): 72.46X Cap: $196.36B
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• ATS Corporation (ATS $37.65)
  • $37.65 Cap: $3.89B
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• Tesla Inc. (TSLA $432.26)
  • $432.26 P/E (TTM): 308.05X Cap: $1.48T
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• Serve Robotics Inc. (SERV $10.55)
  • $10.55 Cap: $792M
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• Symbotic Inc. (SYM $68.72)
  • $68.72 Cap: $46.09B
  • View SYM Profile
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• Nebius Group N.V. (NBIS $109.36)
  • $109.36 Cap: $26.05B
  • View NBIS Profile
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Q: Can you recommend some stocks in Robotics?

Upvote 6

Read Answer Asked by Danielle on June 13, 2025

• Sylogist Ltd. (SYZ $5.64)
  • $5.64 Cap: $124M
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $183.45)
  • $183.45 P/E (TTM): 30.79X Cap: $2.24B
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• kneat.com inc. (KSI $4.93)
  • $4.93 Cap: $485M
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• Goosehead Insurance Inc. (GSHD $68.28)
  • $68.28 P/E (TTM): 58.54X Cap: $2.49B
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• Galaxy Digital Inc. Class A common stock (GLXY $43.59)
  • $43.59 Cap: $16.13B
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• Shift4 Payments Inc. Class A (FOUR $65.28)
  • $65.28 P/E (TTM): 32.29X Cap: $5.90B
  • View FOUR Profile
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• Palantir Technologies Inc. (PLTR $176.31)
  • $176.31 P/E (TTM): 626.33X Cap: $417.22B
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• Applovin Corporation (APP $622.55)
  • $622.55 P/E (TTM): 87.77X Cap: $209.99B
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• Cantaloupe Inc. (CTLP $10.56)
  • $10.56 P/E (TTM): 12.28X Cap: $774M
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• Genius Sports Limited (GENI $10.16)
  • $10.16 Cap: $2.44B
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• Sportradar Group AG (SRAD $22.72)
  • $22.72 Cap: $6.84B
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• D2L Inc. Subordinate Voting Shares (DTOL $16.94)
  • $16.94 P/E (TTM): 21.57X Cap: $934M
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• Symbotic Inc. (SYM $68.72)
  • $68.72 Cap: $46.09B
  • View SYM Profile
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• Nebius Group N.V. (NBIS $109.36)
  • $109.36 Cap: $26.05B
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• DeFi Technologies Inc. (DEFI)
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Q: Please rank the following US and CAN names in order of preference today for a growth oriented investor.

US: NBIS, GSHD, SYM, CTLP, FOUR, SRAD, PLTR, APP, GENI
CAN: KSI, HPS.A, GLXY, DTOL, SYZ, DEFI

Thank you!

Upvote 22

Read Answer Asked by Andrew on May 13, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $183.45)
  • $183.45 P/E (TTM): 30.79X Cap: $2.24B
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• Global Payments Inc. (GPN $76.04)
  • $76.04 P/E (TTM): 13.89X Cap: $18.07B
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• kneat.com inc. (KSI $4.93)
  • $4.93 Cap: $485M
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• Vitalhub Corp. (VHI $10.23)
  • $10.23 P/E (TTM): 120.24X Cap: $556M
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• Vertiv Holdings LLC Class A (VRT $177.39)
  • $177.39 P/E (TTM): 71.97X Cap: $69.88B
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• Shift4 Payments Inc. Class A (FOUR $65.28)
  • $65.28 P/E (TTM): 32.29X Cap: $5.90B
  • View FOUR Profile
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• Symbotic Inc. (SYM $68.72)
  • $68.72 Cap: $46.09B
  • View SYM Profile
  • View Questions on SYM
• Nebius Group N.V. (NBIS $109.36)
  • $109.36 Cap: $26.05B
  • View NBIS Profile
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Q: I am looking for tax-loss proxy ideas for the following names: CAN: HPS.A, KSI, VHI. US: NBIS, SYM, FOUR. Thank you!

Upvote 4

Read Answer Asked by Andrew on April 14, 2025

• Goosehead Insurance Inc. (GSHD $68.28)
  • $68.28 P/E (TTM): 58.54X Cap: $2.49B
  • View GSHD Profile
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• Shift4 Payments Inc. Class A (FOUR $65.28)
  • $65.28 P/E (TTM): 32.29X Cap: $5.90B
  • View FOUR Profile
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• Cantaloupe Inc. (CTLP $10.56)
  • $10.56 P/E (TTM): 12.28X Cap: $774M
  • View CTLP Profile
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• Symbotic Inc. (SYM $68.72)
  • $68.72 Cap: $46.09B
  • View SYM Profile
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Q: Would you endorse a switch from FOUR to GSHD and SYM to CTLP at this juncture for a growth oriented investor?

Upvote 3

Read Answer Asked by Andrew on March 24, 2025

• Goosehead Insurance Inc. (GSHD $68.28)
  • $68.28 P/E (TTM): 58.54X Cap: $2.49B
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• Freshworks Inc. (FRSH $11.02)
  • $11.02 Cap: $3.05B
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• Strategy Inc (MSTR $240.14)
  • $240.14 P/E (TTM): 23.33X Cap: $68.16B
  • View MSTR Profile
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• Shift4 Payments Inc. Class A (FOUR $65.28)
  • $65.28 P/E (TTM): 32.29X Cap: $5.90B
  • View FOUR Profile
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• Palantir Technologies Inc. (PLTR $176.31)
  • $176.31 P/E (TTM): 626.33X Cap: $417.22B
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• Snowflake Inc. (SNOW $261.59)
  • $261.59 Cap: $89.68B
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• Applovin Corporation (APP $622.55)
  • $622.55 P/E (TTM): 87.77X Cap: $209.99B
  • View APP Profile
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• Cantaloupe Inc. (CTLP $10.56)
  • $10.56 P/E (TTM): 12.28X Cap: $774M
  • View CTLP Profile
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• Cellebrite DI Ltd. (CLBT $15.34)
  • $15.34 Cap: $3.65B
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• Symbotic Inc. (SYM $68.72)
  • $68.72 Cap: $46.09B
  • View SYM Profile
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• Nebius Group N.V. (NBIS $109.36)
  • $109.36 Cap: $26.05B
  • View NBIS Profile
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• UFP Technologies Inc. (UFPT $225.47)
  • $225.47 P/E (TTM): 27.23X Cap: $1.53B
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Q: How would you rank the following for a growth oriented long-term hold: NBIS, PLTR, FOUR, SYM, CLBT, GSHD, UFPT, SNOW, CTLP, MSTR, FRSH, APP

Upvote 12

Read Answer Asked by Andrew on March 17, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $183.45)
  • $183.45 P/E (TTM): 30.79X Cap: $2.24B
  • View HPS.A Profile
  • View Questions on HPS.A
• kneat.com inc. (KSI $4.93)
  • $4.93 Cap: $485M
  • View KSI Profile
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  • View Reports on KSI
• Valhi Inc. (VHI $13.55)
  • $13.55 P/E (TTM): 4.0X Cap: $373M
  • View VHI Profile
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• Datadog Inc. (DDOG $189.81)
  • $189.81 P/E (TTM): 437.8X Cap: $66.54B
  • View DDOG Profile
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• Docebo Inc. (DCBO $32.85)
  • $32.85 P/E (TTM): 36.3X Cap: $989M
  • View DCBO Profile
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  • View Reports on DCBO
• Shift4 Payments Inc. Class A (FOUR $65.28)
  • $65.28 P/E (TTM): 32.29X Cap: $5.90B
  • View FOUR Profile
  • View Questions on FOUR
• Palantir Technologies Inc. (PLTR $176.31)
  • $176.31 P/E (TTM): 626.33X Cap: $417.22B
  • View PLTR Profile
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• Cellebrite DI Ltd. (CLBT $15.34)
  • $15.34 Cap: $3.65B
  • View CLBT Profile
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• Symbotic Inc. (SYM $68.72)
  • $68.72 Cap: $46.09B
  • View SYM Profile
  • View Questions on SYM
• Nebius Group N.V. (NBIS $109.36)
  • $109.36 Cap: $26.05B
  • View NBIS Profile
  • View Questions on NBIS
• DeFi Technologies Inc. (DEFI)
  • View DEFI Profile
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Q: Hello,
I'm looking for some tax-loss proxy ideas for the following names:

CAN: DEFI, DCBO, HPS.A, KSI, VHI
US: CLBT, NBIS, PLTR, SYM, FOUR

Thank you!

Upvote 4

Read Answer Asked by Andrew on March 10, 2025

• Strategy Inc (MSTR $240.14)
  • $240.14 P/E (TTM): 23.33X Cap: $68.16B
  • View MSTR Profile
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• Vertiv Holdings LLC Class A (VRT $177.39)
  • $177.39 P/E (TTM): 71.97X Cap: $69.88B
  • View VRT Profile
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• Snowflake Inc. (SNOW $261.59)
  • $261.59 Cap: $89.68B
  • View SNOW Profile
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• Upstart Holdings Inc. (UPST $38.06)
  • $38.06 Cap: $3.67B
  • View UPST Profile
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• Affirm Holdings Inc. (AFRM $72.03)
  • $72.03 P/E (TTM): 596.0X Cap: $21.47B
  • View AFRM Profile
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• Cantaloupe Inc. (CTLP $10.56)
  • $10.56 P/E (TTM): 12.28X Cap: $774M
  • View CTLP Profile
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• Cellebrite DI Ltd. (CLBT $15.34)
  • $15.34 Cap: $3.65B
  • View CLBT Profile
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• Fiserv Inc. (FI $63.70)
  • $63.70 P/E (TTM): 9.91X Cap: $33.14B
  • View FI Profile
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• Symbotic Inc. (SYM $68.72)
  • $68.72 Cap: $46.09B
  • View SYM Profile
  • View Questions on SYM
• TransMedics Group Inc. (TMDX $117.12)
  • $117.12 P/E (TTM): 50.19X Cap: $4.27B
  • View TMDX Profile
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• ReposiTrak Inc. (TRAK $14.96)
  • $14.96 P/E (TTM): 43.8X Cap: $274M
  • View TRAK Profile
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Q: Please rank the following for a new growth position today: VRT, CLBT, SYM, AFRM, UPST, TRAK, FI, SNOW, TMDX, MSTR, CTLP

Upvote 18

Read Answer Asked by Andrew on February 18, 2025

• Symbotic Inc. (SYM $68.72)
  • $68.72 Cap: $46.09B
  • View SYM Profile
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Q: Could I please get your thoughts on earnings? If already held, would this now be an add/hold/trim/sell?

Thanks

Upvote 2

Read Answer Asked by dan on February 06, 2025

• ATS Corporation (ATS $37.65)
  • $37.65 Cap: $3.89B
  • View ATS Profile
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• Tesla Inc. (TSLA $432.26)
  • $432.26 P/E (TTM): 308.05X Cap: $1.48T
  • View TSLA Profile
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• Cognex Corporation (CGNX $38.94)
  • $38.94 P/E (TTM): 62.31X Cap: $6.62B
  • View CGNX Profile
  • View Questions on CGNX
• Symbotic Inc. (SYM $68.72)
  • $68.72 Cap: $46.09B
  • View SYM Profile
  • View Questions on SYM
• Nebius Group N.V. (NBIS $109.36)
  • $109.36 Cap: $26.05B
  • View NBIS Profile
  • View Questions on NBIS

Q: Could you recommend five companies that could benefit from the advancement of robotics?

Upvote 4

Read Answer Asked by Wes on February 05, 2025

• Symbotic Inc. (SYM $68.72)
  • $68.72 Cap: $46.09B
  • View SYM Profile
  • View Questions on SYM

Q: Between December and now, has your view of SYM changed? Have they cleaned up their issues that caused the drop in November? The short ratio is still quite high. Your overall thoughts would be appreciated. Thanks.

Upvote 1

Read Answer Asked by Alex on January 17, 2025

• Vertiv Holdings LLC Class A (VRT $177.39)
  • $177.39 P/E (TTM): 71.97X Cap: $69.88B
  • View VRT Profile
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• Cellebrite DI Ltd. (CLBT $15.34)
  • $15.34 Cap: $3.65B
  • View CLBT Profile
  • View Questions on CLBT
• Symbotic Inc. (SYM $68.72)
  • $68.72 Cap: $46.09B
  • View SYM Profile
  • View Questions on SYM
• Nebius Group N.V. (NBIS $109.36)
  • $109.36 Cap: $26.05B
  • View NBIS Profile
  • View Questions on NBIS

Q: Dear 5i
I currently hold VRT in my TFSA and was considering adding NBIS but was wondering if they are too similar in terms of what they do . If so could you recommend another smaller cap high growth stock instead .
Thanks
Bill C

Upvote 7

Read Answer Asked by Bill on January 17, 2025

• F5 Inc. (FFIV $244.63)
  • $244.63 P/E (TTM): 21.74X Cap: $14.25B
  • View FFIV Profile
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• NVIDIA Corporation (NVDA $185.88)
  • $185.88 P/E (TTM): 55.62X Cap: $4.57T
  • View NVDA Profile
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• PayPal Holdings Inc. (PYPL $65.97)
  • $65.97 P/E (TTM): 13.69X Cap: $61.99B
  • View PYPL Profile
  • View Questions on PYPL
• Bristol-Myers Squibb Company (BMY $46.77)
  • $46.77 P/E (TTM): 15.65X Cap: $94.92B
  • View BMY Profile
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• Eli Lilly and Company (LLY $916.97)
  • $916.97 P/E (TTM): 45.29X Cap: $886.24B
  • View LLY Profile
  • View Questions on LLY
• Oracle Corporation (ORCL $237.01)
  • $237.01 P/E (TTM): 57.94X Cap: $692.80B
  • View ORCL Profile
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• Walmart Inc. (WMT $102.72)
  • $102.72 P/E (TTM): 38.15X Cap: $810.67B
  • View WMT Profile
  • View Questions on WMT
• Fortinet Inc. (FTNT $80.59)
  • $80.59 P/E (TTM): 34.26X Cap: $61.71B
  • View FTNT Profile
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• EVINE Live Inc. (EVLV $7.12)
  • View EVLV Profile
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• Datadog Inc. (DDOG $189.81)
  • $189.81 P/E (TTM): 437.8X Cap: $66.54B
  • View DDOG Profile
  • View Questions on DDOG
• Vertiv Holdings LLC Class A (VRT $177.39)
  • $177.39 P/E (TTM): 71.97X Cap: $69.88B
  • View VRT Profile
  • View Questions on VRT
• Sprout Social Inc (SPT $9.92)
  • $9.92 Cap: $580M
  • View SPT Profile
  • View Questions on SPT
• monday.com Ltd. (MNDY $187.53)
  • $187.53 Cap: $9.76B
  • View MNDY Profile
  • View Questions on MNDY
• Uranium Energy Corp. (UEC $11.94)
  • $11.94 Cap: $7.03B
  • View UEC Profile
  • View Questions on UEC
• Symbotic Inc. (SYM $68.72)
  • $68.72 Cap: $46.09B
  • View SYM Profile
  • View Questions on SYM
• Arm Holdings plc (ARM $150.52)
  • $150.52 P/E (TTM): 213.59X Cap: $179.88B
  • View ARM Profile
  • View Questions on ARM

Q: Hello 5i,

We are in sync with the theory that hardware stocks will slow down and software will be the next phase. Which stocks from this group would you purchase today if not owned. We will assume that those not mentioned may be purchased on a pull-back. Of the list, are there any stocks that you would swap out for another stock?

WMT, NVDA, VRT, FTNT, GDDY, EVLV, SPT, UEC, FFIV, PYPL, SYM, BMY, LLY, APPF, ARM, MNDY, ORCL

Thank you for your help.

D&J

Upvote 7

Read Answer Asked by Jerry on December 18, 2024

• Symbotic Inc. (SYM $68.72)
  • $68.72 Cap: $46.09B
  • View SYM Profile
  • View Questions on SYM

Q: How significant is the earnings restatement issued by Symbotic yesterday after market close? Would it be a deal-breaker if you held this stock? Does it change the medium term (5 yr) picture?

Upvote 1

Read Answer Asked by John on November 27, 2024

• Symbotic Inc. (SYM $68.72)
  • $68.72 Cap: $46.09B
  • View SYM Profile
  • View Questions on SYM

Q: Thoughts on SYM? - it is surging.

Upvote 2

Read Answer Asked by Judith on November 21, 2024

• Symbotic Inc. (SYM $68.72)
  • $68.72 Cap: $46.09B
  • View SYM Profile
  • View Questions on SYM

Q: May I have your latest thoughts on SYM? Has its momentum improved? Are they still reducing their debt, generating positive cash flow and increasing their top line revenue? Are insiders increasing their positions? Still an “show me” story? Any thoughts you have would be appreciated.
Regards,
Jim

Upvote 1

Read Answer Asked by James on October 15, 2024

• Symbotic Inc. (SYM $68.72)
  • $68.72 Cap: $46.09B
  • View SYM Profile
  • View Questions on SYM

Q: What is your opinion about this stock. It seems the sentiment is changing and it is rebounding from their lows.

Thank you

Upvote 1

Read Answer Asked by Marcela on October 15, 2024