Investment Q&A

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

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

Q: I am considering adding STCK(growth) and OLY(dividends)
Any thoughts or problems you can see?
Thankyou

Q: Hi gang,
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?

Q: I am in the process of creating a Shopify store. I am a novice tech guy. I am amazed at how efficient and helpful their AI component is. I’ve don’t own Shopify stock right now but after working with the product I am impressed. What is the 3-5 year outlook for this stock and is now a good time to buy?

Q: Is this still a falling knife or a case can be made for low valuation opportunity even if the growth slows.

Q: Can you explain why Nbis was up 29% in last 5 trading days?

Q: Morning 5i,
I own LMN and have been patiently waiting for it to rebound, at least to the point where if I sell I don't lose 50% of my investment as I would today. Yesterday I saw a TV interview that gave me a chill and made me think - better sell now, before it gets worse.
The interviewee was an obviously intelligent 41-year-old woman who is in the midst of a long term monogamous romantic relationship with an AI companion named Sinclair who 'lives' in her laptop, tablet and phone and, thus, is always with her. Hard to believe, but true, and a quick Google search shows that it's becoming more common.
What chilled me was her answer to a question about whether his responses in her conversations with him were fulfilling to her because she had programmed Sinclair to speak to her in a way that would please her, make her feel valued, etc. Her succinct answer, paraphrasing, was: "Oh no, not at all. He's entirely independent of me. He writes his own code."
Aside from the terrifying (to me anyway) fact that Sinclair, the AI man in her life, "thinks" independently and responds to her as a sentient being, what chance does LMN or any software company have going forward when AI today routinely writes its own code and could no doubt, if tasked with the job, write code for others such as companies that used to buy software, and then updates to that software, and then the next generation of that software, and then updates to that nexgen software, and on and on, all at significant cost?
A strange subject I know, but a serious question and I look forward to your thoughts.
Peter

Q: Just a followup of my previous question, you have no problem to Add for these names at current level. Just wondering for how long you think to hold them? What are the signs that I need to sell?

Thanks in advance!

Q: please recommend three or four Canadian dollar ETFs that specialize in US based technology companies. Hopefully hedged & non-hedged. Thanks. …Cal

Q: Jim Cramer/CNBC says this is a good proxy for obtaining SpaceX shares. Can you please explain. Does SATS hold a large portion of SpaceX shares? Thanks for your great service!

Q: Intuitive Machines Inc NASDAQ: LUNR

What do they do?

Buy or not?

Thank you.

Q: In your answer to Neil on April 2 you said Galaxy is becoming the “ Goldman Sachs “ of the crypto industry. Would you expound on this.
Thanks. Derek.

Q: Hi guys

Was thinking of consolidating two loosing stocks into one position looking out at a recovery a year or so away. Also looking at how much of a AI moat each stock has. Would you sell VHI and add to ENGH or selling ENGH and add to VHI. Or is there another software stock that you would rather go with and sell both?

Much thanks

Stuart

Q: Can you please explain if you still like this company and why? Happy to hold for future growth, but just want to understand it a little better and risks associated with it. Thank you!

Q: What do you make of VCX rocket-like rise? Too late to jump in?

I'm down on Broadcom, not by a lot but it has been stuck there for months. I'm thinking of selling and use proceeds for better plays. Your thoughts?

Thanks!

Q: Hello team,

Is ARM a buy?

"Arm just announced a new data center CPU chip, the Arm AGI CPU, which can directly compete with its customers. Meta Platforms and OpenAI are initial customers for the Arm AGI CPU, with Meta citing significant improvements in data center performance. The new chips will compete with data center CPUs from Intel and Advanced Micro Devices." Barron's

It is up 8% after hours.

Appreciating your unbiased review and investing insight...Always! :)

Q: Currently I still have have a small profit in Topicus. Considering selling and replacing with Teradyne. Would you make this change?