Investment Q&A

Q: When the U.S. went after Huawei, it seemed probable that NOK and ERIC would benefit. Their shares have tripled and almost doubled in past year. Are they actually getting former Huawei business or are they up for other reasons. If so, what?

Q: I am baffled. Watching BNN yesterday morning I saw that CSU had good earnings, I was feeling good about this stock thinking that it finally turned the corner. They interviewed a guest who was very high on the stock and then yesterday the stock moved slightly higher but not anywhere near what I was expecting. I bought the stock low but after watching it hit $5,000 and now trading around $2500 what are your thoughts . Do you see it recovering. Thanks for your excellent service.

Q: Regarding these three roll-ups and the perception of AI basically rendering some of their holdings irrelevant, I would like to know if CSU, LMN or TOI have seen any evidence of AI affecting their companies.

Q: NBIS has been nothing short of spectacular and have done well. After the recent quarter whats your outlook and this keep moving upwards? seems like they have a lot of tailwinds

Q: DRAM has only been around since March 30 . And I notice today it is up close to 5% whereas MU is up 3% ..... In a very short history { one month } has DRAM consistently out performed MU ? And if so what do you attribute it to ? I notice that their makeup includes derivatives though I have no idea how that influences the price of the ETF ? ...... But If DRAM which is a diversified memory ETF out performs MU .... Why would I even consider buying MU ? ..... Thanks for your terrific service .....

Q: Do you think these funds are good to own? What are the pros and cons?
What are the mer rates?

Patti

Q: Would you buy DRAM or MU for short term (1 or 2 years) and potential for greatest return. DRAM gives some diversification and exposure to Asian memory stocks, but is MU valuation (PE forward ratio) still too good to pass up ?

Q: Thoughts on Innodata? I was fortunate to get in before its 100% jump. What is an exit plan or does this have legs to hold?

Q: I am looking to validate a long-term investment thesis (3 to 5 years) on ServiceNow.
Here is my reasoning:
Jensen Huang consistently cites ServiceNow as the perfect example of his thesis that SaaS companies will become GaaS companies (Generative Agent as a Service). NVIDIA itself uses ServiceNow internally, and the two companies just launched Project Arc together at the Knowledge 2026 conference. Huang predicts that the large organizations of the future will “run on ServiceNow.”
What convinces me fundamentally:

ServiceNow is already embedded in 85-90% of Fortune 500 companies

Switching costs are nearly prohibitive (data, workflows, employee training)

Their AI product Now Assist has already surpassed $600M in ACV and is targeting $1.5B by end of 2026

Management is targeting $30B+ in subscription revenue by 2030, roughly doubling current levels

The stock is down approximately 40% in 2026, which could represent an attractive entry point

My questions

Do you share this long-term thesis on ServiceNow?

Does the ~40% decline in 2026 represent a buying opportunity, or are there structural risks I may be underestimating?

Q: CEO of NOW recent comments state they project being a $1T company by 2030. Jensen Huang believes they are are the forefront of AI as a service and undervalued (recent comments and past comments). Jensen has been correct before!

Is the market missing something? What would it take for the market to value NOW as an AI First company?

Q: Corning seems to be getting a lot of positive press recently along with the investment from Nvidia. What are your current thoughts on GLW? Thanks!

Q: How material is the Clarifai news? What are the strategic implications? Does this create opportunities in a larger TAM with recurring mid/long term profitable revenue?

Q: Next in the AI stack? Legitimate company and increase in stock price ?

Q: What are your thoughts on the Service Now, META and Turning Point Brands? Buying opportunity at current levels?

Q: Good morning I have 2 laggards in my unregistered US account. Microsoft and Robinhood. I've taken profits in both when at higher valuations. Would you endorse a switch to Micron and provide suggestion for a solid dividend payer as well ?
Thanks in advance.
David

Q: Could we please have your analysis on their earnings this morning? Thank you

Q: Hello Peter
this stock has gone up parabolic which is good
I only had a partial position
should I wait for a pull back or sell to take profit or hold
1-3 years hold
very happy I bought it not too long ago
thanks

Michael

Q: How would you rate TSM today relative to other semi conductor makers

Q: Can you give me a brief explanation of this company.

Is it a buy, hold, or sell.
Thank you

Q: At what price does one buy the stock? After issuing a slightly muted forecast, it keeps falling. When does it become a good buy? Is 5i still seeing good things for the company in the future? Has your view been diminished any after their last report?