Q: What are your thoughts on Hut 8? The company and the investment potential of the stock.
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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: Last week Amazon reports cloud unit’s annualized AI revenue exceeds $15 billion and gets rewarded by market while SHOP gets beaten up. Coincidence? Is SHOP competitive in the cloud, or is the moat weak here?
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Celestica Inc. (CLS $528.62)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $170.25)
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Teradyne Inc. (TER $361.21)
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Monolithic Power Systems Inc. (MPWR $1,349.58)
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Fabrinet (FN $695.80)
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Nebius Group N.V. (NBIS $159.45)
Q: Nebius has hit 10% of my total portfolio today. What % would you par this back to? And what top 5 alternative names in sequence of priority would you consider re investment? Assume portfolio is currently diversified in a balanced manner. This would be a long term hold > 5 years.
Q: Vertiv or Kinaxis for growth, which would you prefer please.
Q: How important to SHOP is this news?
""TALLINN, Estonia, April 09, 2026--(BUSINESS WIRE)--Today, Katana (katanamrp.com) announced its evolution from cloud inventory management software into the Modern Merchant Operating System, a unified platform purpose-built for product brands selling across multiple channels and locations. The announcement comes alongside the launch of Katana’s native Amazon FBA integration, the first in a series of platform capabilities designed to give multi-channel merchants a single source of truth for their entire operation.''
""TALLINN, Estonia, April 09, 2026--(BUSINESS WIRE)--Today, Katana (katanamrp.com) announced its evolution from cloud inventory management software into the Modern Merchant Operating System, a unified platform purpose-built for product brands selling across multiple channels and locations. The announcement comes alongside the launch of Katana’s native Amazon FBA integration, the first in a series of platform capabilities designed to give multi-channel merchants a single source of truth for their entire operation.''
Q: Can i get your thoughts on ZETA please? Buyable here?
Thank you
Thank you
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Cameco Corporation (CCO $164.60)
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AeroVironment Inc. (AVAV $196.24)
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5N Plus Inc. (VNP $34.21)
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Arista Networks Inc. (ANET $153.58)
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Neo Performance Materials Inc. (NEO $22.97)
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Vertiv Holdings LLC Class A (VRT $305.06)
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Ondas Inc (ONDS $9.82)
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MDA Space Ltd. (MDA $47.26)
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Telesat Corporation Common and Variable Voting Shares (TSAT $62.54)
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CoreWeave Inc. (CRWV $116.13)
Q: Good morning 5i,
Enjoyed the BNN segment as always.
Which current US stocks are in the midst of hot momentum with room to carry. Such as NBIS. Ones preferable with reasonable balance sheets and worth holding on a fundamental basis. Add to my momentum portion of my portfolio.
Thank you.
Enjoyed the BNN segment as always.
Which current US stocks are in the midst of hot momentum with room to carry. Such as NBIS. Ones preferable with reasonable balance sheets and worth holding on a fundamental basis. Add to my momentum portion of my portfolio.
Thank you.
Q: How broad was the move in software yesterday? Was it virtually industry wide Was there something specific that happened? Thank you.
Q: Hello team,
Have your views changed since Nvidia invested $2 billion in MRVL and announced a partnership in March 30th to connect Marvell Technology to its AI data center and AI-RAN. The two also will work together on AI networking, including optical interconnects and silicon photonics.
Since then MRVL has gone from $87 to $128. Time to buy some?
Thank you for your extraordinary investment insight!
Have your views changed since Nvidia invested $2 billion in MRVL and announced a partnership in March 30th to connect Marvell Technology to its AI data center and AI-RAN. The two also will work together on AI networking, including optical interconnects and silicon photonics.
Since then MRVL has gone from $87 to $128. Time to buy some?
Thank you for your extraordinary investment insight!
Q: I have held Shopify for some time and it is down 30% this year, I am thinking of selling and buying CLS. I would appreciate your thoughts on such a move. Thank You.
Q: Please comment on the company and its latest Q4,2025 .It has dropped sharply since late 2025 to hit 5 year low today.Buy,Hold or Sell.Thanks for u usual great services & views Great te see Ryan on Markeet Call recenty,and C White ia appearing this coming Monday
Q: Good morning !
Here are two good entreprises that are are far from to participate at the recent nasdaq rally, probably because they are included in the software industry. Are we to understand they are definitely on the bearish road? What is your opinion on the future of these entreprises? What would you say to an investor who the stocks, hold or sell?
Thank you very much for professional support
Here are two good entreprises that are are far from to participate at the recent nasdaq rally, probably because they are included in the software industry. Are we to understand they are definitely on the bearish road? What is your opinion on the future of these entreprises? What would you say to an investor who the stocks, hold or sell?
Thank you very much for professional support
Q: Can I ask for an updated opinion since earnings this week.
Q: Back in October, I asked you this question: Do you think NBIS stock is still a good price or is the stock becoming overvalued? Feels like there's lots of hype around it right now.... At what price would you think is IS overvalued?
And you responded by saying that 150 was time to perhaps sharpen your pencil. Do you still fill this way or has your rough number changed? There has been quite a bit of news from this stock since last fall.
Look forward to your insights.
And you responded by saying that 150 was time to perhaps sharpen your pencil. Do you still fill this way or has your rough number changed? There has been quite a bit of news from this stock since last fall.
Look forward to your insights.
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Intuit Inc. (INTU $382.51)
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Microsoft Corporation (MSFT $406.63)
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Salesforce Inc. (CRM $176.60)
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Oracle Corporation (ORCL $170.84)
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Fortinet Inc. (FTNT $77.97)
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ServiceNow Inc. (NOW $93.26)
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Palo Alto Networks Inc. (PANW $162.49)
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Cadence Design Systems Inc. (CDNS $296.07)
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Zscaler Inc. (ZS $127.14)
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Synopsys Inc. (SNPS $426.96)
Q: Hello Team 5i & Everyone,
Would you mind providing a list of 10 American software stocks that are beat down because of AI fears that you think have good potential for a real recovery at some point in the future?
IGV seems to be holding up okay for now with the S&P500 in a downtrend, I assume because it's possibly "oversold".
Thank you!
Sandra
Would you mind providing a list of 10 American software stocks that are beat down because of AI fears that you think have good potential for a real recovery at some point in the future?
IGV seems to be holding up okay for now with the S&P500 in a downtrend, I assume because it's possibly "oversold".
Thank you!
Sandra
Q: Which would you keep in order to potentially provide a boost to a conservative blue chip RIF? Both are small holdings, 1.5% each. Also have AAPL, MSFT, TER and NVDA for the same reason.
Q: Hello 5i
Would you think a switch from KXS to CLS be a better long term winner.
CLS prospects seem to be gaining strength again.
Cal
Would you think a switch from KXS to CLS be a better long term winner.
CLS prospects seem to be gaining strength again.
Cal
Q: I am considering adding STCK(growth) and OLY(dividends)
Any thoughts or problems you can see?
Thankyou
Any thoughts or problems you can see?
Thankyou
Q: Hi gang,
What happened to okta?
Thanks. Alnoor
What happened to okta?
Thanks. Alnoor
Q: One of my biggest investing regrets over the last 5 years has been repeated trimming of CLS and NVDA. Nothing I bought with the proceeds did nearly as well as those stocks. Hindsight is 20/20 of course. Now I'm wondering how long to let NBIS run before trimming. What is your opinion on letting NBIS run into this new momentum?