Investment Q&A

Q: Your thoughts/impressions on tsm's most recent earnings release. Thanks.
Robert

Q: Between SHOP and AMZN, which would you add to first at today's levels? This is for a 5+ year hold.

Q: Hello,

Microsoft is trading at its lowest valuation in nearly a decade at 23x earnings, despite Azure growing at 39% and overall revenue up 17% last quarter. By comparison, Alphabet trades at 29x earnings despite lower revenue growth than Microsoft since 2023 (31% vs 44%), and lower net margins (33% vs 39% for Microsoft). That said, Google Cloud is growing at 48%, faster than Azure, which could partly justify Alphabet's valuation premium. Given Microsoft's dominant position in enterprise cloud, its AI integration through Copilot with 15 million paid seats, and this valuation divergence with Alphabet, do you see Microsoft's current valuation as a genuine opportunity for long-term investors? Does Google Cloud's faster growth represent a significant competitive risk for Azure over the medium term? And what are the other key risks that could prevent Microsoft from returning to its historical valuation levels?

Thanks

Q: Hello 5i Team,

Following up on your answer to Sandra's question on April 11th re: beaten down U.S. software stocks, could you please rank the top 5 choices in order for a 3+ year hold.

Also, where would CSU rank if it was included as a 6th stock in this list?

Thanks in advance for your always helpful advice!

Q: Does QQQ provide sufficient exposure to AI and AI build out stocks ? If not, what are some ETFs that generally cover tech stocks as well as AI and AI build out ? Are any such ETFs listed on TSX ?

Q: Please provide your thoughts on SOLS (SOLS:US) as a long term investment. Thanks.

Q: What are your thoughts on Hut 8? The company and the investment potential of the stock.

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?

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.''

Q: Can i get your thoughts on ZETA please? Buyable here?
Thank you

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.

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!

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

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.