Q: Could I have your opinion on Global X Artificial Intelligence Infrastructure Index ETF (MTRX.TO). It is a small fund but has outperformed most other AI funds I have compared it to. It seems a good way to invest in AI infrastructure. Thanks.
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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: May we please have your updated analysis on this company and its future prospects. Worth holding or time to sell and move on? Thanks.
Q: Hi, just wondering if you could take a look under the hood of this company. Unlike the other quantum stocks that have fallen from highs, little QNC closed near a 52 week high on Friday! Despite the lack of revenue to date, they have announced some interesting deals and partnerships lately. How close would you say they are to generating revenue? Any comments on their balance sheet, as well as their products and services would also be appreciated. Thanks!
Q: Where do you feel we are at with sylogist, and the company going forward as a small cap growth company.
Q: What is your view of NVTS. They describe their technology as revolutionary; are they sufficiently ahead of competition?. Is there much competition?
MNDY is down. Holding a sizeable position and need to reduce it. Would you sell now? Or hold until the price has recovered and then start to reduce position?
MNDY is down. Holding a sizeable position and need to reduce it. Would you sell now? Or hold until the price has recovered and then start to reduce position?
Q: Happily, I bought CLS in May '25 and am riding a 150% increase. How do you feel about adding with the current PE at 60?
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Constellation Software Inc. (CSU $3,799.00)
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Topicus.com Inc. (TOI $148.19)
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Lumine Group Inc. (LMN $36.09)
Q: Good afternoon 5i
You just replied to a a question regarding lmn or csu, saying that you thought buyers would be rewarded at the current price. I want to put pretty reliable but also growth stocks in my tfsa. Today would you have a preference amongst these three for buying today? Just for context, i have a full position in csu and half in the otjer two
You just replied to a a question regarding lmn or csu, saying that you thought buyers would be rewarded at the current price. I want to put pretty reliable but also growth stocks in my tfsa. Today would you have a preference amongst these three for buying today? Just for context, i have a full position in csu and half in the otjer two
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Meta Platforms Inc. (META $735.50)
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NVIDIA Corporation (NVDA $185.09)
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Oracle Corporation (ORCL $283.45)
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Arista Networks Inc. (ANET $154.22)
Q: Hi Peter and 5i,
May please have your thoughts on NVDA's announcement that META and ORCL will adopt its Spectrum-X Ethernet networking switches for their AI data centers.
Do you have an opinion on how much this will affect ANET's market position?
Would you look at exiting a position in ANET based on this competitive threat?
ANET is down 13% on Monday and Tuesday.
Thanks so much.
"Arista Networks (NYSE:ANET) stock fell 2.4% Monday after NVIDIA (NASDAQ:NVDA) announced that Meta (NASDAQ:META) and Oracle (NYSE:ORCL) will adopt its Spectrum-X Ethernet networking switches for their AI data centers.
NVIDIA revealed that Meta will integrate Spectrum Ethernet switches into its networking infrastructure for the Facebook Open Switching System (FBOSS), while Oracle plans to build giga-scale AI supercomputers with Spectrum-X Ethernet switches.
The announcement appears to have triggered concerns about potential competition for Arista Networks, which is a major provider of cloud networking solutions and data center switches. Investors may be viewing NVIDIA’s expanding footprint in the networking space as a competitive threat to Arista’s market position."
May please have your thoughts on NVDA's announcement that META and ORCL will adopt its Spectrum-X Ethernet networking switches for their AI data centers.
Do you have an opinion on how much this will affect ANET's market position?
Would you look at exiting a position in ANET based on this competitive threat?
ANET is down 13% on Monday and Tuesday.
Thanks so much.
"Arista Networks (NYSE:ANET) stock fell 2.4% Monday after NVIDIA (NASDAQ:NVDA) announced that Meta (NASDAQ:META) and Oracle (NYSE:ORCL) will adopt its Spectrum-X Ethernet networking switches for their AI data centers.
NVIDIA revealed that Meta will integrate Spectrum Ethernet switches into its networking infrastructure for the Facebook Open Switching System (FBOSS), while Oracle plans to build giga-scale AI supercomputers with Spectrum-X Ethernet switches.
The announcement appears to have triggered concerns about potential competition for Arista Networks, which is a major provider of cloud networking solutions and data center switches. Investors may be viewing NVIDIA’s expanding footprint in the networking space as a competitive threat to Arista’s market position."
Q: I can find no references in Questions to this company but I am sure it once downplayed as too small and speculative. Since then the company has received a NASDQ listing and gone from $3 to a recent high of $20.75. Do you have any comments on this company.
Q: Hi gang,
Can I please get your input for Tost. Buy or hold.
Thanks.Alnoor
Can I please get your input for Tost. Buy or hold.
Thanks.Alnoor
Q: Lurker. First post. I have held TOI for some years since you initially recommended it. It is my whole TFSA holding. What are the "events" mentioned in other comments? If I have a 10-15 year horizon, has your outlook on TOI changed at all? Thx
Q: Hi, repeating a very recent question from someone else, but about TOI instead of LMN: Given its weakness and current price level are you now bullish on Topicus?
Thank you!
Thank you!
Q: What needs to happen to get VHI back on track..It’s been exceptionally weak!
Q: Hello and thank you for all your advice. Hut hit an all time high since 2021 today. Do you still see some growth for this stock or is it time to take profits?
Thank you.
Thank you.
Q: Good morning Peter and Team,
Even with its recent decline, but as long-term holders, CSU is our top allocation with 11.53%. I also note that National Bank has revised its rating to “Sector Perform” from “Sector Outperform”.
If this was YOUR account, would you trim CSU? (Portfolio Analytics suggests that our Technology allocation should be 15%, but it’s presently at 18.08%).
Thanks as always for your assistance.
Even with its recent decline, but as long-term holders, CSU is our top allocation with 11.53%. I also note that National Bank has revised its rating to “Sector Perform” from “Sector Outperform”.
If this was YOUR account, would you trim CSU? (Portfolio Analytics suggests that our Technology allocation should be 15%, but it’s presently at 18.08%).
Thanks as always for your assistance.
Q: Given its weakness and current price level are you now bullish on Lumine?
Q: Hello 5i, Could you comment on ELBM as a company to invest in and what was the reason for the big pop in the share price today Oct 14/25 Thanks
Q: Do you see anything driving down ALAB's price? What do think of it going forward? Thank-you
Q: After the recent convertible note offering the market seems positive on it. Whats your thoughts? Can this have a NBIS like moment where it announces a large contract that then validates their position in the data centre build out?
Q: Are you familiar with Cleanspark and does it look to be investable or a highly speculative stock at current levels?