• Salesforce Inc. (CRM)
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• IES Holdings Inc. (IESC)
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Q: Good Morning 5i Team,

IESC went to the moon last week with the Stargate announcement, then got torpedoed by Deepseek on Monday. Still worth holding for the new data centres electrical build-out theme, or swap for NBIS or FRSH?

Thank you.

Brad

Upvote 1

Read Answer Asked by Bradley on January 29, 2025

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• Cloudflare Inc. Class A (NET)
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Q: While picking up the pieces from the Deep Think carnage on my tech stocks, it occurs to ask which stocks will benefit from the possible reduction in the cost of AI......can you provide a short list 5 - 10 of potential beneficiaries of that? Many thanks for your excellent service.

Upvote 19

Read Answer Asked by Leonard on January 29, 2025

• Freshworks Inc. (FRSH)
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Q: What so you think of the the most recent Q of financial results for Freshworks. I see that it announced a non-GAAP profit. Can you help me see if there is an opportunity for further growth and real profits going forward.

Thanks for all you do
John

Upvote 1

Read Answer Asked by John on May 09, 2023