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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: Has been getting a lot of positive news and contract wins. Thoughts on the META deal?

Seems the market is looking at the company as just an AI infrastructure play but they have many other lines of business that is not being taken into account.

I own both names and based on the momentum of NBIS does it make sense to sell IREN and consolidate? This will not impact position size materially of NBIS. Just seems like NBIS is more of a better quality business overall.
Read Answer Asked by Sal on March 16, 2026
Q: Can you comment on the new Nebius / Meta deal please? Is this one of the further contracts that were expected after the Microsoft deal in September? Does it change your outlook for the company? Or is it more of a confirmation. Thanks.
Read Answer Asked by Martin on March 16, 2026
Q: Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots.

Who really knows, what's your opinion on that.

If something like that did happen, which companys would you be investing in now?

Or is it early?

Thank you.
Read Answer Asked by Ross on March 16, 2026
Q: What does comms stand for in your market model?
Thanks
Read Answer Asked by Mary on March 16, 2026
Q: In a stagflationary scenario. what sectors and specific stocks within those sectors would make the most sense? Thank-you.
Read Answer Asked by Alex on March 16, 2026
Q: What's changed with the portfolios?
This would be helpful.
Read Answer Asked by Valerie on March 16, 2026
Q: I’m of the opinion that the current trouble in the Middle East will spur sales of EV’s. Do you agree? If so are there any small caps that might benefit?
You note PNG may be able to defuse mines in the Straight of Horuz. Do they manufacture a “mine sweeper” or is it more of an intention?
Any comments you have would be appreciated.
Jim
Read Answer Asked by James on March 16, 2026
Q: Hello 5i,
In light of current status with oil and gas markets and what now most likely will be prolonged high prices, could you suggest two or three junior or mid cap O&G producers that might currently have greater upside opportunity than the larger producers.
Thank you so much for so many years of very sage advise.
Ralph
Read Answer Asked by ralph on March 16, 2026
Q: This is not a question, have watched what has happened with GSY over last few days and very sad to see it, I owned it since March of 2020 and was very happy with it performance, sold about half a couple years ago at over $150, was a little worried with what was happening in early to mid-Jan., this year so sold remainder Jan 20th, so happy I didn't get caught up in this situation, fell sorry for all the retail investors that have now been.
Read Answer Asked by Don on March 16, 2026
Q: What is driving the recent strength in MX share price? Do you see this momentum continuing and how far do you think it can realistically continue? What would end the upward trajectory? At what point would you consider it fully valued and would you exit your position?

Thanks for the great service.

Scott
Read Answer Asked by Scott on March 16, 2026
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