Investment Q&A

Q: What do you think about the concept of AI, with the corollaries of ‘vibe-coding’ and lowered barriers to software creation, affecting the above businesses?
I hear an increasing number of guests on CNBC and posts on X predicting the ‘death of SaaS’ because of this.
The above companies all benefit from perceived niche software, and charge fees that reflect this. Is niche software not going to be so hard to penetrate in the future by new, cheaper entrants?
And will this actually have to happen to affect the share prices of the above at some point, but just the expectation of it happening? Thx.

Q: Hi 5i,

Thanks for the podcast section on crypto. Very much enjoyed it.

If you could only buy and hold two of these for a med to long term, which would you choose? (Any particular reasons why?)

TIA!

Q: Please comment on latest earnings report, balance sheet strength and what your thoughts are on the long term outlook of the company. Thanks!

Q: Hello, I know 5i rate the above very highly but if only one could be purchased at these levels which one would you prefer and why, looking out 3-5 years. Thanks as always Anthony

Q: Does the recent earnings affect your view on SOUN as a longer term hold? Would you be comfortable initiating a position now? Thank-you

Q: WULF Please comment on the company and your thoughts on GOOGL stake/partnership with them.

Q: How can I invest in AI or companies that are heavily using AI ?

Q: Please name your top 4 companies that are into ART. Intelligence A/I. Brief reason for each pick. Take as many credits as necessary. Thanks. Helen

Q: Worried about the bench strength in Csu. If Mark Leonard is no longer able to function as CEO would your opinion change. It is our Biggest holding for over 10 years.

Q: May I have your thoughts on COHR's recent quarter? Currently down 20%. According to my phone (not especially trustworthy) a solid quarter but drops on guidance. I note too they are planning to sell their defence division for 400 Million. Maybe the market thinks they could have got more?
Jim

Q: Please comment on the 2nd q numbers. Thanks.

Q: Please comment on Wix after it's 44% decline ytd.

Q: Can you please update your thoughts since your last comments? Seems to be trading cheap for a growing company with an AI tailwind?

Q: Hi, looks like CSU is dipping a bit here. Do you think today’s price at around $4250 present a good buying opportunity?

Q: Csu is down 14 percent in one month.
Would you be comfortable buying a full
position at this price or how would you play it?

Q: Down 10% over last 2 days. Any reason I should know?

Q: Just wandering with this pullback,would this company be a screaming buy, a table pounding buy, back the truck up or just an attractive entry point lol Thanks Greg

Q: What tailwinds does crcl have ?

Are they strong enough to move the share value up and offset further damage due to interest rate reductions?

Thanks.

Q: Dear Peter et al:

What do you make of Perplexity's offer of "buying" Chrome for 34.5 B ! Perplexity itself is worth only 18 B according to one report that I read! Some bloggers say that this is to rattle Alphabet and give the antitrust government lawyers ammunition to break it up. Without Alphabet, Chrome becomes very weak which is good for Perplexity. If Alphabet sells Chrome to Perplexity then it it becomes huge in Search domain! A win-win for Perplexity and a lose-lose for Alphabet. So, the reasoning goes!

I couldn't help thinking that a contrarian view might emerge. Alphabet might spin off Gemini and Chrome together!! Or make an offer for Perplexity!


Anyway, does this affect your strong endorsement of GOOG? I know you are a fan. Me too!

Q: Hi 5i, I'd appreciate your current take on Viavi Solutions. It appears to be a viable small cap that could benefit from the AI build-out. Thanks!