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5i Recent Questions
Q: Can you recommend a few small cap. tech companies tied to AI that could have outsized gains due to their unique potential with higher but OK debt that may provide further leveraged gains with interest rate declines?
- Super Micro Computer Inc. (SMCI)
- Innodata Inc. (INOD)
- Vertiv Holdings LLC Class A (VRT)
- Palantir Technologies Inc. Class A (PLTR)
- C3.ai Inc. Class A (AI)
Q: I am trying to purchase 5 american companies to hold in an AI-focussed portfolio, probably for 5 years or so through this next bull market. I already own the megacaps and so I am specifying less than $200 billion market cap for each of these. Can you give me your top AI-related plays with these criteria? Thanks.
Q: Peter and His Wonder Team
This company has spiked 35% today on high volume...something must be happening...any news? Your comments please.
This company has spiked 35% today on high volume...something must be happening...any news? Your comments please.
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