Investment Q&A

Q: Would you buy DRAM or MU for short term (1 or 2 years) and potential for greatest return. DRAM gives some diversification and exposure to Asian memory stocks, but is MU valuation (PE forward ratio) still too good to pass up ?

Q: Thoughts on Innodata? I was fortunate to get in before its 100% jump. What is an exit plan or does this have legs to hold?

Q: I am looking to validate a long-term investment thesis (3 to 5 years) on ServiceNow.
Here is my reasoning:
Jensen Huang consistently cites ServiceNow as the perfect example of his thesis that SaaS companies will become GaaS companies (Generative Agent as a Service). NVIDIA itself uses ServiceNow internally, and the two companies just launched Project Arc together at the Knowledge 2026 conference. Huang predicts that the large organizations of the future will “run on ServiceNow.”
What convinces me fundamentally:

ServiceNow is already embedded in 85-90% of Fortune 500 companies

Switching costs are nearly prohibitive (data, workflows, employee training)

Their AI product Now Assist has already surpassed $600M in ACV and is targeting $1.5B by end of 2026

Management is targeting $30B+ in subscription revenue by 2030, roughly doubling current levels

The stock is down approximately 40% in 2026, which could represent an attractive entry point

My questions

Do you share this long-term thesis on ServiceNow?

Does the ~40% decline in 2026 represent a buying opportunity, or are there structural risks I may be underestimating?

Q: CEO of NOW recent comments state they project being a $1T company by 2030. Jensen Huang believes they are are the forefront of AI as a service and undervalued (recent comments and past comments). Jensen has been correct before!

Is the market missing something? What would it take for the market to value NOW as an AI First company?

Q: Corning seems to be getting a lot of positive press recently along with the investment from Nvidia. What are your current thoughts on GLW? Thanks!

Q: How material is the Clarifai news? What are the strategic implications? Does this create opportunities in a larger TAM with recurring mid/long term profitable revenue?

Q: Next in the AI stack? Legitimate company and increase in stock price ?

Q: What are your thoughts on the Service Now, META and Turning Point Brands? Buying opportunity at current levels?

Q: Good morning I have 2 laggards in my unregistered US account. Microsoft and Robinhood. I've taken profits in both when at higher valuations. Would you endorse a switch to Micron and provide suggestion for a solid dividend payer as well ?
Thanks in advance.
David

Q: Could we please have your analysis on their earnings this morning? Thank you

Q: Hello Peter
this stock has gone up parabolic which is good
I only had a partial position
should I wait for a pull back or sell to take profit or hold
1-3 years hold
very happy I bought it not too long ago
thanks

Michael

Q: How would you rate TSM today relative to other semi conductor makers

Q: Can you give me a brief explanation of this company.

Is it a buy, hold, or sell.
Thank you

Q: At what price does one buy the stock? After issuing a slightly muted forecast, it keeps falling. When does it become a good buy? Is 5i still seeing good things for the company in the future? Has your view been diminished any after their last report?

Q: I would appreciate your thoughts on their recent earnongs. Thank you

Q: Amazon has launched a new line of business by opening up Amazon Supply Chain Services to other companies. I would expect Amazon to be extremely competitive in both service quality and pricing. Will this eat into DSG's business and drive a lower DSG valuation going forward. Is it a potential existential competitive threat to DSG? Appreciate your perspective.

Thanks.

Q: thoughts on tssi/q...after good Q4 results & rally, where appeared problems of integration into new 200k sq ft facility were fixed...now 3 ex-Dell executives on TSSI management....Q1 results fell far short of expectations, stock hammered 30% (again)...anything good in results/guidance...if Dell sole customer (stock hitting new highs daily)....why wouldn't Dell just buy out tssi??...I have held this roller coaster stock and watched from U$20+ fall to U$7's...then rally to $15sh before Q1 results...thanks as always for your thoughts/perspectives....jb, Piedmont QC

Q: I am thinking about starting a position in each of these companies: PRL, DSG, CLS, WSP & KXS. Any concerns or is there anything I should be aware of before pulling the trigger? Thank you in advance for your consistently excellent counsel.

Q: Hello, Team, I know 5i like the above and with another 6% drop today are there any signs fundamentally something has changed, the drop from the high is 45% which seems excessive. Will the glory days of over 200$ return in time, or the growth is simply not there anymore.
Thank you Anthony

Q: Hi,
Could you name five companies that benefit from the AI boom but have been beaten down recently? I'm also interested in your thoughts on fintech and financial companies.