Q: Presuming that the price of steel goes up with tariffs, outside of the steel industry itself, what sectors and specific companies lose out here? Thank-you.

Q: Hello, I'm working on my current ALLOCATIONS. Please recommend CANADIAN and US : Healthcare, Consumer Defensive and Utilities.
Many thanks, Heidi

PS My sincere compliments for your excellent site and service

Q: Hello 5i,

Your reply to Mike’s question on affects of DeepSeek was bang on. There is a lot of missing information on GPU’s, heat reduction, capability during high volume, etc, though to their credit the programmers may have found a new way to look at data which may be all that general users require.

BUT, let’s be clear, they could not have progressed without Western ingenuity and the Chinese government encouragement to steal western code and technology over and over again.

Our thoughts: Data centres are coming with the evolution of hardware. The Blackwell GPU may be ahead of its time and that is a risk for NVDA and to some degree VRT. We think NVDA missed an opportunity for extended longevity by announcing Blackwell too early.

Electrical grids require updating to be efficient with changing climate activities and technology regardless of data centres so we will chip away at a few stocks. If you assess the need for electricity from data centres at 50% of what it was projected and infrastructure improvements, what would be your top 5 stocks to purchase today?

Thank you for your advice over all these years

D&J