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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: Hi Team,
I have positions in CSU,TOI, LMN with LMN position being the smallest. Being that I own all of these and all of them have poor momentum, I was looking possibly selling LMN being that is the smallest position and smallest company and using the funds to add to my position in MDA to top it up to full position. Would this be advised at this time?

Thanks,
Shane.
Read Answer Asked by Shane on May 01, 2026
Q: Good morning 5i
Nokia seems to be rising from the dead. There is some news that this relates to Nvidia's increasing interest and investment in the company. I am wondering whether you know something about this and whether it is worth investing in
Thanks
Read Answer Asked by joseph on May 01, 2026
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
Read Answer Asked by Dale on April 30, 2026
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
Read Answer Asked by Gabriel on April 29, 2026
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.
Read Answer Asked by Willie on April 29, 2026
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!
Read Answer Asked by Keith on April 28, 2026
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
Read Answer Asked by joseph on April 28, 2026
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
Read Answer Asked by Richard on April 28, 2026
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
Read Answer Asked by Matt on April 28, 2026
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
Read Answer Asked by Nick on April 27, 2026