Investment Q&A

• Novo Nordisk A/S (NVO $40.85)
  • $40.85 P/E (TTM): 11.29X Cap: $363.68B
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• ON Semiconductor Corporation (ON $79.34)
  • $79.34 P/E (TTM): 249.76X Cap: $28.48B
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• Marvell Technology Inc. (MRVL $133.95)
  • $133.95 P/E (TTM): 43.84X Cap: $117.70B
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• Ceragon Networks Ltd. (CRNT $2.50)
  • $2.50 Cap: $224M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $13.07)
  • $13.07 Cap: $1.78B
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• Docebo Inc. (DCBO $22.28)
  • $22.28 P/E (TTM): 11.82X Cap: $640M
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• Kolibri Global Energy Inc. (KEI $7.11)
  • $7.11 P/E (TTM): 11.91X Cap: $251M
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• Upstart Holdings Inc. (UPST $33.52)
  • $33.52 P/E (TTM): 79.43X Cap: $3.27B
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• Affirm Holdings Inc. (AFRM $59.91)
  • $59.91 P/E (TTM): 71.83X Cap: $19.86B
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• illumin Holdings Inc. (ILLM $0.82)
  • $0.82 Cap: $41M
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• RxSight Inc. (RXST $7.40)
  • $7.40 Cap: $297M
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Q: Hi 5i,

I have some stocks down over 10%, mostly in USD. Do you see any red flags in the following stocks? Its small amounts and timeframe is not a problem.

DCBO
ILLM
KEI
LSPD

AFRM
CRNT
MRVL
NVO
ON
RXST
UPST

Thank you

Upvote 2

Read Answer Asked by Francois on May 12, 2025

• TransMedics Group Inc. (TMDX $109.80)
  • $109.80 P/E (TTM): 23.94X Cap: $4.01B
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Q: Given its recent stupendous rise I assume it released an excellent quarterly report. Has the company put its problems behind it and do you anticipate substantially more stock growth now?

Appreciate your insight.

Paul F

Upvote 2

Read Answer Asked by Paul on May 10, 2025

• TruBridge Inc. (TBRG $22.18)
  • $22.18 P/E (TTM): 76.31X Cap: $321M
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Q: Hi Peter

Can you provide your comments on TBRG. Also what do you think of valuation and is it a buy at current levels.

thx

Upvote 1

Read Answer Asked by Frank on May 09, 2025

• Dave Inc. (DAVE $232.99)
  • $232.99 P/E (TTM): 16.95X
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• Sezzle Inc. (SEZL $73.34)
  • $73.34 P/E (TTM): 18.94X Cap: $2.38B
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Q: Hello 5i
Please comment on Sezzle and DAVE inc recent earnings and outlook.
Thank you
Dave

Upvote 3

Read Answer Asked by Dave on May 09, 2025

• Rocket Lab Corporation (RKLB $83.20)
  • $83.20 Cap: $42.37B
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Q: Would you be a buyer of RKLB today?
Thanks

Upvote 2

Read Answer Asked by sean on May 09, 2025

• Cellebrite DI Ltd. (CLBT $12.79)
  • $12.79 Cap: $3.12B
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Q: Hi, can you give an thesis update on CLBT and where you think it's projecting? It's been quite flat as of late, and I would've thought sentiment increased with a trump administration on cracking down supposedly more crime.

Upvote 4

Read Answer Asked by Brady on May 09, 2025

• Axon Enterprise Inc. (AXON $400.68)
  • $400.68 P/E (TTM): 266.34X Cap: $32.33B
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Q: Axon is reporting a great quarter. Could I have your analysis please?

Upvote 5

Read Answer Asked by jacques on May 09, 2025

• The Trade Desk Inc. (TTD $22.89)
  • $22.89 P/E (TTM): 24.87X Cap: $10.52B
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Q: Hi Team,
What is your take on TTD earnings? Market reaction after hours looks promising. Is the company back on track after last quarters miss? Perhaps last quarter was a 1 off? The stock is still a long ways from old highs...is this a buying opp? Or more of a hold still?

Thanks,
Shane.

Upvote 5

Read Answer Asked by Shane on May 09, 2025

• D-Wave Quantum Inc. (QBTS $21.90)
  • $21.90 Cap: $7.63B
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Q: I know its not your favourite, but is there anything of note in quarterly results? Thanks.

Upvote 1

Read Answer Asked by Alex on May 08, 2025

• Block Inc. Class A (XYZ $68.67)
  • $68.67 P/E (TTM): 32.37X Cap: $40.72B
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Q: Would you buy XYZ at this price $50 for maybe a 1 year hold as a trade?

Upvote 1

Read Answer Asked by Indra on May 08, 2025

• Applovin Corporation (APP $466.96)
  • $466.96 P/E (TTM): 47.65X Cap: $156.25B
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Q: APP is up13% after earnings but still down significantly from its highs. Would you be a buyer today?

Upvote 4

Read Answer Asked by Kim on May 08, 2025

• Tantalus Systems Holding Inc. (GRID $6.00)
  • $6.00 Cap: $342M
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Q: Based on your last comments on Tantalus Systems (GRID) can you comment on yesterday’s earnings release. It looks great from what I see but I’ll leave the professional analysis to you guys. Based on your last comments is insider ownership the same? Is management doing a great job? Can you also comment on their 3rd Annual Utility of the Future report they posted at a the end of April please. Lastly can you update me in the Conguitive acquisition.

Feel free to answer after their conference call.

Upvote 2

Read Answer Asked by James on May 08, 2025

• Equinix Inc. (EQIX $1,070.60)
  • $1,070.60 P/E (TTM): 76.52X Cap: $103.84B
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• Digital Realty Trust Inc. (DLR $198.66)
  • $198.66 P/E (TTM): 54.66X Cap: $67.24B
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Q: What would your two favorite REIT’s be to invest in at this time?

Upvote 3

Read Answer Asked by Gary on May 08, 2025

• Eli Lilly and Company (LLY $904.31)
  • $904.31 P/E (TTM): 39.43X Cap: $855.08B
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Q: What's up with LLY? Was it the Wegovy sales from a competitor? Leadership changes? Is this little dip one to buy? Your thoughts?

Upvote 2

Read Answer Asked by Tim on May 08, 2025

• Fortinet Inc. (FTNT $81.79)
  • $81.79 P/E (TTM): 32.77X Cap: $58.92B
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Q: Can I get your current thoughts and outlook on Fortinet

Upvote 3

Read Answer Asked by Kim on May 08, 2025

• Tradeweb Markets Inc. (TW $122.06)
  • $122.06 P/E (TTM): 31.93X Cap: $28.63B
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Q: Can I please have your latest thoughts on TradeWeb in today’s environment? It had a big drop earlier in April but has almost regained its momentum since then. Is the valuation stretched at this point? Thanks for your valued opinion.

Upvote 2

Read Answer Asked by Stephen R. on May 08, 2025

• Meta Platforms Inc. (META $673.72)
  • $673.72 P/E (TTM): 28.59X Cap: $1.69T
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• Microsoft Corporation (MSFT $418.45)
  • $418.45 P/E (TTM): 25.72X Cap: $3.05T
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• Arista Networks Inc. (ANET $159.56)
  • $159.56 P/E (TTM): 56.12X Cap: $193.92B
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Q: Hi, could you comment on ANET's earnings, which I understood were about 10% ahead of estimates per share, and 2% or so more revenue. The stock appears to have taken a hit today on the report, so were there negative comments from the management on forward guidance? Something else I missed in the numbers?
Thanks!

Upvote 2

Read Answer Asked by Dawn on May 08, 2025

• Genius Sports Limited (GENI $4.74)
  • $4.74 Cap: $1.23B
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Q: What sector would you consider GENI to be in? The profile says "media", but this doesn't quite line up to a list I typically use (Telecom, Utilities, Materials, Industrials, Real Estate, Consumer Discretionary, Consumer Staples, Financial, Energy, Health Care, Information Technology). Do I just need to update my list, or should I fit it in something like Technology?

Upvote 2

Read Answer Asked by Mike on May 08, 2025

• Arista Networks Inc. (ANET $159.56)
  • $159.56 P/E (TTM): 56.12X Cap: $193.92B
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• CrowdStrike Holdings Inc. (CRWD $414.73)
  • $414.73 Cap: $104.27B
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Q: Hi, I've read in Barron's that Crowdstrike will be laying off 500 staff, replacing them with AI. While obviously difficult for those laid off, I am wondering about the overall impact on CRWD, as I have noted today's negative reaction to the news. Your thoughts and comments on this would be appreciated. Thanks!

Upvote 4

Read Answer Asked by Dawn on May 08, 2025

• Lantheus Holdings Inc. (LNTH $83.35)
  • $83.35 P/E (TTM): 24.76X Cap: $5.45B
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Q: I am looking to own some of, this but today the stock price is getting obliterated after earnings. They have purchased a few strategic companies... one could say " investing in future growth." Why so harsh? Do you think the acquisitions will look solid in a year from now? This is a hard company to understand.

Upvote 2

Read Answer Asked by Harry on May 08, 2025