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5i Recent Questions
Q: I am looking to buy an AI stock. I was thinking MU or MRVL. You recently stated that MU is 6.8x forward which is cheap compared to others. MRVL seems to be around 55x which is much higher. Should I ignore the MU dollar amount of share price even though it seems hard to believe that it can double from here. Is MRVL the next group of stocks to run in the AI stack ?
Read Answer Asked by Thomas on May 07, 2026
Q: Hi,
In reading a recent article on AMD's move into the NVDA market I read at: https://finance.yahoo.com/markets/stocks/articles/3x-amd-cracked-nvidia-code-133943897.html
I had to wonder about whether it would be prudent to sell some NVDA shares currently held in my TFSA to diversify into AMD, INTC and possibly MRVL. I've done extremely well on NVDA over the years and am starting to think about how much farther NVDA can run, vs some of the smaller semis at this point. I am also concerned with NVDA's price movements lately, as it finally broke out of consolidation, only to drop back today when others are climbing. Are there other names I should be considering as well? I use this account for shorter term momentum stocks, and keep a close eye on it. I would greatly appreciate your thoughts regarding NVDA and other semis - I also really enjoyed your Jan 5 Opinion piece on all things AI related and have been able to do well from a number of the stocks you highlighted - many thanks!
D
Read Answer Asked by Dawn on May 01, 2026
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