Investment Q&A

Q: Hi 5i Team - For Cellebrite, Nebius and Crowdstrike could you comment on what portion of each company is based on AI. Could you also comment on whether their AI involvement is semi-conductor, software or service/support related. Thirdly what is the ability of each to withstand an extended market downturn if this present sell-off continues and would you be a buyer at these levels. Thank you.

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!

Q: With the pull-back, I want to take positions in the above at an appropriate weighting for a long term hold - the Canadian holdings and NVDA at full position, the others at 2-3%. Could you mark them at todays levels as buy, partial buy, watch or don't buy, and make any appropriate back-up comments. Thank-you!

Q: What are your thoughts on Nividia's investments in:
- WeRide -WRD
- Nebius Group - NBIS

- Would you agree and add to a portfolio ?

- Which of the two would you prefer over the other, Or Both...

Thanks,
M

Q: Hey 5i,
Has TFII found a bottom after their latest earnings report and subsequent reversal of their relocation of head office or will an announcement on tariffs cause a further drop? Are they still considered investable over the next 5 years? Would you buy this dip in share price?
Would you consider NBIS a buy at their current price? Where would you place them on the risk scale (10 being highest) over the next 5 years?
Always appreciate your advice.
Dan

Q: In January you suggested a portfolio for 2025 could look like the one noted below. I’m 90% invested. position size is a high of 5% (full position) and 2.5% (half position) depending on my perception of size/risk. Based on the current climate, I lowered Nvidia is down to 3.5% - anything you would modify today? 5i - a mix of quality Cdn. and US stocks, with a lean to growth: GOOG, NVDA, VRT, CLBT, AXON, JPM, RTX, CRM, NBIS, ISRG, BKNG. CSU, TRI, BN, WSP, WELL, GLXY, CLS, ENB, TD, SLF, V, BAM, COST and CRWD. Calling out I also have a 4% position in Amazon and 2% Shopify.

Q: In process of rebalancing growth leaning portfolios, so for the Communications sector, what would be your top five or six "must own" holdings, any market in this sector. Currently I have a notional 6% allocation to sector and small positions in GOOG, SIXG (FIVG), NBIS, and Telus. At a 3.6% position I have room to grow and looking for ideas.

Q: Good recent webinar by Ryan. I was just wondering if the opinion on NBIS (featured in that webinar) has changed in any way on this company since recent earnings. For an investor considering a long term position, can any positives be drawn from Arkady Volozh's comments ?

Q: What do you think about Nebius for a two year hold?
And why is it so volatile? Something to do with having little institutional coverage/ownership?

Q: For a long term hold how would you apportion $30,000 among Axon,Crwd,Nbis

Q: What did you learn from the NBIS quarterly report? Any key points regarding their fundamentals? Would you add to a position this morning?

Q: Hello Team,

I am looking at adding a half position of one of the above companies in my TFSA. Can you please rank them in order with the most potential return over the next 3 years. Thanks

Q: Can you give me 3 US strong conviction growth stocks in tech?
Thank You

Q: I took an initial position in Nebius in mid January with the thought of test-driving it for a few months before adding more. I’ve seen a tremendous rebound in Nebius since Deepseek shook the tech and energy supplier stocks. In fact, the rebound has been so strong I find I’m starting to struggle with FOMO impulses. Patience is one thing but seeing the stock perform for the very reasons I bought in is making me question a lengthier timeline to get to my intended full position.
My question is twofold: 1) Why is this stock performing so well given recent volatility in tech stocks?
2) If this was your money, would Nebius’ recent performance encourage you to accelerate your timeline to get to a full position?
I realize the simple answer is if one wants to get to a full position, then go for it. My thinking, however, is 5i members might find it instructive to hear how an experienced stock analyst would process this decision. Thanks so much for your advice!

Q: Hi,
Between these high growth names, which do you like best and how would you rank as best risk adjusted return to start a new position? Thanks!

Q: These two (especially SERV) are tanking this A.M, presumably because of the news that NVDA has dissolved their position in both. My initial thoughts are that this changes nothing of substance for the company (SERV) itself, and especially that it still has its deal with UBER. Of course substance and sentiment are separate animals. In general how does one play this? Do you wait a few days and see what transpires, buy more? Sell? Your thoughts are appreciated. Thanks.

Q: looking to move on from the name. looking to use to fund to buy Tempus Ai, Zedcor or NBIS?

with the hardware AI theme loosing steam and AI software picking up what other names in the US look attractive?

Q: Peter, I see that 3 mths gain is 67% and since April 2024 IPO, after a low at 39$, today is at 213.76$!! Too good to be true? I know that you always like to wait after an IPO - NBIS an exception. Is it still time to buy some?
Thks

Q: Can you provide a short list of small or mid cap US stocks that you would recommend?

Q: I've held XYZ in a reg account for a while now awaiting a recovery (down 50%) that never seems to take hold. I have to imagine there are much better opportunities, particularly in the US tech space. What would be some suggestions for replacement I could explore. I've had my eye on FOUR for a while, thoughts on this one as well would be very much appreciated. Thanks so much.