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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Peter; Friday night and I just saw an article on a new Chinese AI released today , called DEEPSEEKS. It is apparently equal to , or better, than the AI engines available. I know it’s early days but looking at multiple articles , it could be a major disruptor to others .
I know you can’t quantify the impact but it may be one to watch.
Rod

Publish if you wish.
Read Answer Asked by Rodney on January 25, 2025
Q: Hello 5i Team,

Looking into your crystal ball for 2025, is this the year for AMD to finally show some stock price appreciation? I have held it for several years now, and am still underwater by over 12%.

I’m losing some patience, considering the relative growth in NVIDIA (which I’ve done exceptionally well with and still hold, thanks to 5i). I notice that in recent questions, some 5i members also hold AMD, and I’m wondering if you guys are not losing patience, as well?

Do you have three other tech or AI-related picks (any cap size) that you have a much stronger conviction in than AMD, for a three-year hold? Or, is there a potential catalyst on the horizon that might indicate staying the course with AMD?

Thanks very much,

Brad
Read Answer Asked by Bradley on January 23, 2025
Q: Hello Peter and team,
Any idea why well health is trending down? For AI exposure would amzn, msft, and goog be good plays or would I be better off with etf, CHAT. Sorry i was not able to get the symbol from your search list.. Thank you
Read Answer Asked by umedali on January 23, 2025
Q: Other than the joint venture partners, what companies do think will benefit the most from the AI infrastructure plan introduced by Pres. Trump on Tuesday? I suspect VRT and CLS will benefit, but I am sure there are others in AI support businesses.
Read Answer Asked by Ken on January 22, 2025
Q: In doing some research I came across Zenatech (ZENA). It seems to have gone public very recently. I was wondering if you could give your thoughts on the potential of this company and exactly what they do. Is it a decent higher risk investment with some potential or would higher risk dollars be better deployed elsewhere?
Thank you as always for the great service you provide.
Mike
Read Answer Asked by Mike on January 21, 2025
Q: Thanks for the great service over the years. I would like to know your opinion on these two companies and what each of their possible futures look like as the Ai craze and other chip needs keep them in the headlines. If you had to own 1 for the next 5-10years which would you pick and why? I have in the past owned NVDA bought & sold successfully. I currently hold GOOG and AMD with AMD being a bit of a let down so far. Side note if you are interested in a good read or audio book the coming wave by mustafa suleyman has been very eye opening and is a factor in me relooking at these two companies.
Read Answer Asked by Kolbi on January 21, 2025