Investment Q&A

Q: HI, your comments on MSFT's recent quarterly financial results and guidance . Thanks

Q: Thoughts on the fibre optic industry in general as it relates to data transfer. Thoughts in general?Is the pull back a good time to invest in it? Specifically these companies. COHR, ANET, CRDO, FN, LITE and STM.
Thanks

Q: What did you think of CGI's earnings report? The stock is now down from $152 to $90. Is this a buying opportunity, or is the growth just not there any more for this company?

Q: What exactly is happening in the world of microprocessors, which experienced a sharp drop yesterday? How exactly are the recent events at OpenAI impacting the microprocessor market? What should we be concerned about in this area in the short and medium term? Your clear explanation would be greatly appreciated.

Thank you in advance

Q: Would you consider NBIS a good buy given the current dip or wait for it to settle out?

Q: Hi Peter,
Please comment on TER's quarterly result reported on Apr 28. If you have to choose only one to buy, either TER or MU, at todays' valuations, for maximum capital gain for a 2 years hold, which one would you choose and why. Thanks.

Q: Hi,

Have close to a 5% position in HPS.A and love the recent momentum. Do you think electrification still has long term secular tailwinds?

Which of the companies mentioned would be the largest beneficiaries of upgrading or growth of grid equipment (transformers, transmission lines, substations, breakers)?

How would you rank them to buy currently in terms of risk/reward looking at their fundamentals/valuation/growth and which 2-3 would you own? Thank you!

Q: Hello 5i
Earlier you answered a question regarding the space sector giving the following names. My question is which one you would buy right now?

We think FLY, RKLB, VOYG and MDA are the ways to play this sector. ASTS is also interesting. MAXQ is


Thanks

Q: I have full positions in NVDA, NBIS and GOOG and do not need to add. For additional money directed at the AI theme, please suggest 4 US companies and 4 CDN companies to buy today and hold for 3-5 years. A one sentence explanation for each choice would be appreciated. Thanks

Q: Hi, I'm wondering your thoughts on this company since the last question (September, 2025). And if you think the sector it's in will grow (satellite + earth/weather monitoring)

Q: Hi 5i team,

I’m reading about a thesis and would love your view on it.

The idea is that today’s AI compute scarcity is temporary, kind of like the telecom/bandwidth bubble in the late 1990s. As inference costs keep falling over the next few years, I think the real value will shift from the infrastructure layer (GPUs, hyperscalers, data centers) to the application layer.

However, not every application-layer company will benefit. The ones whose moat is the AI itself could actually get hurt as models become cheap and everywhere. The real winners should be companies with moats that don’t depend on model quality — things like regulated workflows, payment rails, proprietary data, deep system integrations, or network effects. For these companies, cheaper compute should expand margins instead of creating new competition.

Two questions:
1. Does this thesis make sense to you, or do you see any flaws in the logic?
2. In your coverage universe, which names best fit the idea of “moat is the workflow / data / distribution, not the AI itself” and which names’ AI itself ‘might get hurt?

Thanks,
Matt

Q: Would selling LMN at a loss and buying CSU right away be ok to avoid triggering superficial loss?

Q: As a follow up to my last question, would you think even buying CSU, is a good idea for a retiree at this point?

thanks

Q: Do you see FLY as more opportunistic at these price points than the following AI exposed companies? NBIS, TER, CLS, MU

For the sake of diversifying, which of the 4 companies would you sell for FLY? If any..

Conviction rating for each please ? 3-5 year hold.

Thanks

Q: How important is the space theme today in your opinion?
I am acquainted with a US lawyer who specializes in space, thus there are legalities involved out there.
I notice there is a Space Station in Nova Scotia as well.
Please advise your recommendations with some analysis.(3 or so)

Thanks!

Q: Hi, if you wanted to choose one stock, which one would you pick for higher growth potential, SHOP or CSU? And what price is a good entry point for each of them?
On another question, how do you see their upcoming earnings?

Thanks

Q: what is your opinion on this company and how do you see it preforming going forward? Would this be a buy and hold as an Ai infrastructure play or s there others you would recomend? I own Goog, NVDA and BN for some exposure already

Q: Which do you see as the better investment,Coreweave or Nebius?

Q: Hello 5i team,
I sold topicus near its high last year and was thinking of getting back in. What are your thoughts on it's current status? Being in the balance portfolio, are you still good with it long term? This is more to add another tech stock for sector balance. Are there other equity suggestions?
Thank you,
Andrew

Q: Looking at these 4 as confirmation of AI buildout. Do you agree? If so, would you advise taking position individually [please rank] or as a package [equal weight]? Or, on a risk/reward assessment, please recommend better investment choice for AI buildout [stocks or ETFs]. Thanks