Investment Q&A

Q: I am wondering about your thoughts on AMD. It’s P/E ratio is 83, and there is a big gap on the chart last October in the $160-200 range. I have held it for a long time and I’m happy with the overall gain, but I am surprised at the volatility. I have a half position in it, which was originally a quarter position. So I can’t say as I’m unhappy with it, but I have never had the conviction to go to a full position. Based on a long term objective, can I have your thoughts on whether I should move on, hold, or go to a full position?

Q: Goodmorning

Do you know what has caused the latest bump in CLS not complaining just curious?
Marcel

Q: Hi team,
How significant is today’s release that CLS had partnered Amd to help supply them with AI infrastructure? Seems to me this could be a big deal for CLS? That being said, the stock is only up slightly on the news. What’s holding CLS back from new highs right now other than just crappy market conditions (Iran war stability, tariffs ) ? Would you add to CLS today if a 4% position is already held?

Thanks,
Shane

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.

Q: Does Ayar Labs have a call sign? My phone shows its call sign as AYARZZX "Ayar Labs - Company Level" on the NASDAQ exchange and indicates trading since December 2025 but RBC doesn't seem to recognize the company. I believe NVDA & AMD are so called strategic investors. It seems their chips use fibre optics instead of copper which may help reduce costs, as silica may be less expensive to make compared to copper. Fibre cabling may also generate less heat buildup and so demand less cooling. Any thoughts you have would be appreciated.
Regards,
Jim

Q: Hi 5i,

Would appreciate your thoughts on AMD moving forward.

I have held the stock for over 3 years and have done well but considering selling for other opportunities in the market at the moment.

Do you believe AMD has the potential to eventually catch up to Nvidia over the next few years? Can it keep capturing market share from intel?

Thank you,

Greg C.

Q: Thank you for your just published special report on AI but will you soon publish a report listing the cos and sectors which will be negatively affected and whose moat will be disrupted?

Q: Good Morning
With all the increases in Capex spending what specific stocks do you see as benefitting short and long term? This might seem like an obvious question but with all the negative momentum it needs asking. Thank you

Q: Could I please have you rank the above stocks in terms of must have in a portfolio constructed today for the long term.

Q: RKNG This brand new Defiance ETF holds some high growth names. Could you examine the current holdings and provide your view on the potential here. Ms Jablonski has some vision so could this be a reasonable high risk small piece of one's portfolio in your view.

Q: Hi 5i Team - I've become interested in a cyber security company called Cohere Technology. The Canadian Government, Bell Canada and RBC have all committed to using Cohere's solutions in their cyber security defense efforts. Also the Canadian Government has planned to invest in this company.

It looks like Cohere is a private company. Do you know of any publicly traded company that has invested in Cohere or are there possible plans for an IPO. Or is there any other way for a small retail investor to get involved.
Thanks.

Q: Would you consider any of these stocks a buy?

Q: Would you recommend taking a small position in AI at this point, and if so what would be your first choice in a stock and/or ETF?

Q: Hello team,
Based on a bit of research I have done, I would like to buy these companies in the following order: ASML, SMCI, ANET, AMD, AVGO, SITM, ARM, PWR, PLTR

I am buying them to further focus my portfolio on AI for the next 5-10 years. I already have the hyeprscalers and the usual AI suspects but, somehow, I missed on the companies listed above.

Please deduct as many credits as needed for the following questions:
What do you think of this list?
Would change the order based on their resent declines/Valuation?
Would you drop any of the above based on their excessive valuation which may not meet the expected growth in next 5-10 years?
Would you wait a bit more before you buy or just proceed today?
Is there a better company that can substitute any of the above based on moat in AI? Any other company that you think I should also consider?

Thank you as always for your invaluable help and insight. (Without you I would have quit investing a long time ago!)

Q: My goal is to have $1,000,000 TFSA, currently at $320,000 (CAD) but have $40,000 USD cash in there from trims to CRWD (ty from 2018 <3) and PLTR. For US stocks I own SOFI, CELH, AMD, GOOG, META, AMZN. My plan for my TFSA is put new contributions in CAD and put in your CAD recommendations. But for the USD I have, can you recommend some US stocks WITH buy prices (willing to wait for drops to pick up stocks at a lower price)

Q: Hi 5i
As a follow on to Helens question, "where do you see AMD going from here" on what obviously is positive news for AMD .
Currently holding 3% position. Would you continue to hold or add to existing position?
Is the huge SP move today simply unbridled greed and speculation which require more caution?
thx

Q: Hi Peter,

I have a question about Nvidia’s proposed $100 billion investment in OpenAI. From my understanding, the funds will be used to purchase Nvidia’s own GPUs. How should investors interpret this circular funding in terms of valuation integrity and long-term sustainability? Does it raise red flags about inflated revenue or distorted market signals? Considering the deep entanglement between Nvidia, OpenAI, and Microsoft, at what point does this trio resemble a functional monopoly in the AI ecosystem? If it walks and quacks like a duck, it is a duck! Is it time for regulators or competitors like Google and AMD to step in and balance the power? I doubt the government knows or will to do anything. I would love to hear your perspective.

Best,
Matt

Q: What do you think of AMD after the announcement of the new Nvidia/Intel partnership? If I understand correctly, it could it affect both AMD’s data center revenue and gaming revenue. My son, who is a gamer, still thinks AMD will do well in the gaming area. But with the US federal government taking a stake in Intel and now the partnership with Nvidia, it seems like AMD is being ganged up on on! Would you continue to hold or sell? Thanks.

Q: Announcement today by Nvdia taking a $5 billion stake. I own AMD which is down on this announcement. . Switch from ADM to Intel make sense?

Q: Hi 5i
With respect to previous response to michaels intel question july 31 , Does the Nvda announcement of taking $5B stake in the company change your view? Share price has responded quite positively today.
Would 5i be interested in intel now going forward.

In addition AMD seems to have responded negatively to this news...how do you see this affecting its SP going forward and would you continue to hold AMD?
thx