• Amazon.com Inc. (AMZN)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Global-E Online Ltd. (GLBE)
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Q: any thoughts on how removing the US de minimus rule ( imports under $800) could effect companies such as AMZN, GLBE, and Shopify?

Upvote 4

Read Answer Asked by alex on February 19, 2025

• Amazon.com Inc. (AMZN)
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• Intuitive Surgical Inc. (ISRG)
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• NVIDIA Corporation (NVDA)
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• Booking Holdings Inc. (BKNG)
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• Sherwin-Williams Company (The) (SHW)
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• Stryker Corporation (SYK)
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• Meta CDR (CAD Hedged) (META)
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• ASML Holding N.V. (ASML)
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• Axon Enterprise Inc. (AXON)
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• Uber Technologies Inc. (UBER)
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• CrowdStrike Holdings Inc. (CRWD)
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• Vertiv Holdings LLC Class A (VRT)
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• Trane Technologies plc (TT)
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• Flutter Entertainment Plc (FLUT)
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Q: I am heavily tech weighted and am considering selling my entire position in NVDA and some CRWD as I have large gains in both. I would use the proceeds to buy positions in FLUT and SYK. I would still have position in AMZN, ASML, CRWD, GOOG, META, MSFT and VRT.

Any other suggestions?

Thank you.

Upvote 5

Read Answer Asked by Doug on February 19, 2025

• Apple Inc. (AAPL)
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• Amazon.com Inc. (AMZN)
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• Meta Platforms Inc. (META)
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• Alphabet Inc. (GOOG)
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• Microsoft Corporation (MSFT)
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• NVIDIA Corporation (NVDA)
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• Tesla Inc. (TSLA)
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Q: Hello 5i
I'm hearing noise about a rotation away from the Mag7 type companies. Could I have your perspective please?
Also what are the expected EPS growth for each of the MAG7 for 2025?
Thank you so much!
Dave

Upvote 14

Read Answer Asked by Dave on February 13, 2025