Investment Q&A

• Micron Technology Inc. (MU $456.23)
  • $456.23 P/E (TTM): 40.55X Cap: $525.14B
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• NVIDIA Corporation (NVDA $198.87)
  • $198.87 P/E (TTM): 38.63X Cap: $4.77T
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• Celestica Inc. (CLS $524.80)
  • $524.80 P/E (TTM): 50.9X Cap: $60.93B
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• Teradyne Inc. (TER $364.96)
  • $364.96 P/E (TTM): 106.67X Cap: $57.22B
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• Nebius Group N.V. (NBIS $166.77)
  • $166.77 Cap: $38.55B
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Q: I hold NVDA, CLS, TER, NBIS. Considering buying MU. How much overlap in these companies? Would you sell any based on exposure?

Thanks

Upvote 11

Read Answer Asked by Nick on March 18, 2026

• Nebius Group N.V. (NBIS $166.77)
  • $166.77 Cap: $38.55B
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Q: Good morning, 5i Team,

Based on the answers and comments you make about NBIS I can deduce that you like NBIS yet confused about price action. That makes at least two of us.
Are you able to share your thinking process of what might be happening with this instrument. Is it simply favored by the speculative bunch?

I closed my position yesterday, but I find it hard to resist to re-enter today.

Thank you as always

Nick

Upvote 10

Read Answer Asked by Nick on March 18, 2026

• Alphabet Inc. (GOOG $334.47)
  • $334.47 P/E (TTM): 29.53X Cap: $4.02T
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• Micron Technology Inc. (MU $456.23)
  • $456.23 P/E (TTM): 40.55X Cap: $525.14B
  • View MU Profile
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• NVIDIA Corporation (NVDA $198.87)
  • $198.87 P/E (TTM): 38.63X Cap: $4.77T
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• Celestica Inc. (CLS $524.80)
  • $524.80 P/E (TTM): 50.9X Cap: $60.93B
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• Nebius Group N.V. (NBIS $166.77)
  • $166.77 Cap: $38.55B
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Q: Hi, given recent action, including a nice jump by Nebius, but keeping in mind possible cyclicity, can you please rank these five stocks as possible best buys today, indicate whether they are buy, hold or sell, and give a small blurb why they are worth buying today. 3-4 year holding. Thank you

Upvote 20

Read Answer Asked by GeeMac on March 18, 2026

• Broadcom Inc. (AVGO $396.72)
  • $396.72 P/E (TTM): 79.95X Cap: $1.80T
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• NVIDIA Corporation (NVDA $198.87)
  • $198.87 P/E (TTM): 38.63X Cap: $4.77T
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Q: I currently hold NVDA and AVGO, both at about a 3% weighting. In your view, do both need to be held? Which do you believe would produce better returns over the next 3-5 years? Thank you.

Upvote 2

Read Answer Asked by Maureen on March 18, 2026

• IonQ Inc. (IONQ $43.25)
  • $43.25 Cap: $13.11B
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• D-Wave Quantum Inc. (QBTS $20.81)
  • $20.81 Cap: $6.22B
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• Rigetti Computing Inc. (RGTI $19.11)
  • $19.11 Cap: $5.60B
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• Quantum Computing Inc. (QUBT $9.40)
  • $9.40 Cap: $1.52B
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Q: Hi, Your thoughts for 4 stocks: RGTI Rigetti Computing,
QBTS D-Wave Quantum, QUBT Quantum Computing Inc.
IONQ IonQ,Inc.
Thanks Have a nice day. Jean Guy

Upvote 2

Read Answer Asked by Jean Guy on March 18, 2026

• KLA Corporation (KLAC $1,748.11)
  • $1,748.11 P/E (TTM): 51.49X Cap: $229.13B
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• Lam Research Corporation (LRCX $265.16)
  • $265.16 P/E (TTM): 54.89X Cap: $340.17B
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• Sandisk Corporation (SNDK $891.72)
  • $891.72 Cap: $139.40B
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• Micron CDR (CAD Hedged) (MU $20.19)
  • $20.19 P/E (TTM): 56.2X Cap: $663.21B
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• Applied Materials CDR (CAD Hedged) (AMAT $44.06)
  • $44.06 P/E (TTM): 45.7X Cap: $423.99B
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Q: I own MU and SNDK, totalling 4% of my holdings. Would adding KLAC, LRCX, or AMAT be too much in semis? Or would u just increase my MU or SNDK holdings?

Upvote 2

Read Answer Asked by Graeme on March 18, 2026

• Topicus.com Inc. (TOI $99.70)
  • $99.70 P/E (TTM): 297.44X Cap: $12.47B
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• MDA Space Ltd. (MDA $47.57)
  • $47.57 P/E (TTM): 51.3X Cap: $6.40B
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Q: Would you switch out TOI for MDA? I'm not concerned which sector they are in, only growth.

Thank you for your service!

Upvote 5

Read Answer Asked by Ozzie on March 18, 2026

• MDA Space Ltd. (MDA $47.57)
  • $47.57 P/E (TTM): 51.3X Cap: $6.40B
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• First Trust NASDAQ Clean Edge Smart Grid Infrastru (GRID $179.97)
  • $179.97 P/E (TTM): 51.41X Cap: $8.77B
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Q: Which stock will generate more growth going forward GRID or MDA? Sector/volatility is not an issue.

Thanks for your service!

Upvote 3

Read Answer Asked by Ozzie on March 18, 2026

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $71.72)
  • $71.72 P/E (TTM): 54.87X Cap: $721M
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• INVESCO QQQ Trust (QQQ $637.40)
  • $637.40 P/E (TTM): 33.2X Cap: $406.20B
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• State Street Technology Select Sector SPDR ETF (XLK $150.30)
  • $150.30 P/E (TTM): 39.24X Cap: $94.68B
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• Vanguard Information Technology ETF (VGT $784.02)
  • $784.02 P/E (TTM): 36.76X Cap: $113.39B
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• Fidelity MSCI Information Technology Index ETF (FTEC $233.81)
  • $233.81 P/E (TTM): 35.1X Cap: $15.59B
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• GLOBAL X FDS (AIQ $52.72)
  • $52.72 P/E (TTM): 24.73X Cap: $8.06B
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Q: I have a fairly diversified portfolio, except for tech/AI. Can you recommend four or five ETFs for that sector? Thanks

Upvote 5

Read Answer Asked by steve on March 18, 2026

• NVIDIA Corporation (NVDA $198.87)
  • $198.87 P/E (TTM): 38.63X Cap: $4.77T
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• Celestica Inc. (CLS $524.80)
  • $524.80 P/E (TTM): 50.9X Cap: $60.93B
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Q: If NVDA is owned would also suggest CLS or just NVDA?

Thanks

Upvote 4

Read Answer Asked on March 18, 2026

Q: DRNZ ARE YOU A FAN OF THIS ETF? IS IT THE BEST DRONE ETF AVAILABLE?

Upvote 3

Read Answer Asked by Paulette on March 17, 2026

• Nebius Group N.V. (NBIS $166.77)
  • $166.77 Cap: $38.55B
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• CoreWeave Inc. (CRWV $118.69)
  • $118.69 Cap: $61.61B
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Q: What do you think about the loan offering just announced by NBIS?

What kind of impact do you think this will this have on share price in the coming 2 years? Is it something to be concerned about? (ie.... is NBIS doing something similar to Coreweave?)

Upvote 4

Read Answer Asked by Judith on March 17, 2026

• Nebius Group N.V. (NBIS $166.77)
  • $166.77 Cap: $38.55B
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Q: Hi team,
What’s your take on nbis dropping today , giving up yesterday’s great gain already? Is the offering highly dilutive?

Thanks ,
Shane

Upvote 3

Read Answer Asked by Shane on March 17, 2026

• Nebius Group N.V. (NBIS $166.77)
  • $166.77 Cap: $38.55B
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Q: Why this big drop today?

Thanks,
Milan

Upvote 2

Read Answer Asked by Milan on March 17, 2026

• Constellation Software Inc. (CSU $2,631.56)
  • $2,631.56 P/E (TTM): 72.86X Cap: $53.31B
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• Thomson Reuters Corporation (TRI $126.91)
  • $126.91 P/E (TTM): 26.17X Cap: $53.80B
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• Topicus.com Inc. (TOI $99.70)
  • $99.70 P/E (TTM): 297.44X Cap: $12.47B
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• Lumine Group Inc. (LMN $23.00)
  • $23.00 P/E (TTM): 88.72X Cap: $5.98B
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Q: Hello,

Does the brief rally followed by a pullback that these four stocks have just experienced carry any meaningful signal, in your view, is it positive or neutral?

Thanks

Upvote 17

Read Answer Asked by Charles on March 17, 2026

• Meta Platforms Inc. (META $671.58)
  • $671.58 P/E (TTM): 27.01X Cap: $1.67T
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• IREN Limited (IREN $48.82)
  • $48.82 P/E (TTM): 76.91X Cap: $15.74B
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• Nebius Group N.V. (NBIS $166.77)
  • $166.77 Cap: $38.55B
  • View NBIS Profile
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Q: Has been getting a lot of positive news and contract wins. Thoughts on the META deal?

Seems the market is looking at the company as just an AI infrastructure play but they have many other lines of business that is not being taken into account.

I own both names and based on the momentum of NBIS does it make sense to sell IREN and consolidate? This will not impact position size materially of NBIS. Just seems like NBIS is more of a better quality business overall.

Upvote 3

Read Answer Asked by Sal on March 16, 2026

• Meta Platforms Inc. (META $671.58)
  • $671.58 P/E (TTM): 27.01X Cap: $1.67T
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• Nebius Group N.V. (NBIS $166.77)
  • $166.77 Cap: $38.55B
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Q: Can you comment on the new Nebius / Meta deal please? Is this one of the further contracts that were expected after the Microsoft deal in September? Does it change your outlook for the company? Or is it more of a confirmation. Thanks.

Upvote 5

Read Answer Asked by Martin on March 16, 2026

• Applied Materials Inc. (AMAT $394.26)
  • $394.26 P/E (TTM): 40.5X Cap: $312.88B
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• Lam Research Corporation (LRCX $265.16)
  • $265.16 P/E (TTM): 54.89X Cap: $340.17B
  • View LRCX Profile
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• NVIDIA Corporation (NVDA $198.87)
  • $198.87 P/E (TTM): 38.63X Cap: $4.77T
  • View NVDA Profile
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• Rockwell Automation Inc. (ROK $397.40)
  • $397.40 P/E (TTM): 46.66X Cap: $45.53B
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• Tesla Inc. (TSLA $391.95)
  • $391.95 P/E (TTM): 326.31X Cap: $1.36T
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• Advanced Micro Devices Inc. (AMD $258.12)
  • $258.12 P/E (TTM): 93.14X Cap: $415.85B
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• Teradyne Inc. (TER $364.96)
  • $364.96 P/E (TTM): 106.67X Cap: $57.22B
  • View TER Profile
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• ON Semiconductor Corporation (ON $72.43)
  • $72.43 P/E (TTM): 244.9X Cap: $28.33B
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• ASML Holding N.V. (ASML $1,481.77)
  • $1,481.77 P/E (TTM): 66.5X Cap: $585.17B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $375.10)
  • $375.10 P/E (TTM): 52.49X Cap: $1.97T
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Q: Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots.

Who really knows, what's your opinion on that.

If something like that did happen, which companys would you be investing in now?

Or is it early?

Thank you.

Upvote 10

Read Answer Asked by Ross on March 16, 2026

• Amazon.com Inc. (AMZN $248.50)
  • $248.50 P/E (TTM): 33.46X Cap: $2.67T
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Q: Can you please provide commentary on why Amazon is issuing bond specifically for its AI investments considering its liquidity position and size and quality of its balance sheet?

Upvote 5

Read Answer Asked by Pierre on March 16, 2026

• Enghouse Systems Limited (ENGH $17.48)
  • $17.48 P/E (TTM): 12.68X Cap: $932M
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Q: Did ENGH have anything positive to report in their recent earnings report. Thanks … Cal

Upvote 3

Read Answer Asked by cal on March 16, 2026