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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello team,

Is ARM a buy?

"Arm just announced a new data center CPU chip, the Arm AGI CPU, which can directly compete with its customers. Meta Platforms and OpenAI are initial customers for the Arm AGI CPU, with Meta citing significant improvements in data center performance. The new chips will compete with data center CPUs from Intel and Advanced Micro Devices." Barron's

It is up 8% after hours.

Appreciating your unbiased review and investing insight...Always! :)
Read Answer Asked by Saeed on March 25, 2026
Q: Hello Team 5i & Everyone,

May I have your updated assessment of AAOI please? (Applied Optoelectronics)

It looks like it's been doing well the last 11 months alongside COHR and LITE then it doubled more dramatically in a month on its last earnings. Is this justified in their fundamentals, or is it possibly driven by profits searching for the next opportunity to make quick money?

(It also looks like AAOI's earnings haven't been as consistently good as LITE and COHR over the last while.)

Thank you,

Sandra

Read Answer Asked by Sandra on March 25, 2026
Q: A recent barrons article said SK Hynix is planning to raise funds in the US and this could hurt Micron::

"A U.S. listing for SK Hynix might persuade some investors to diversify their memory-chip holdings. The Korean company trades at a forward price-to-earnings ratio of around 4.8 times according to FactSet, compared with 5.3 times for Micron."

Do you think that SK Hynix raising funds to increase capacity, as well as seeking a US listing, would have much impact on the share price of MU???
Read Answer Asked by arnold on March 25, 2026
Q: I hold balanced positions in Google, Microsoft, META, Apple, Netflix, NVDA and Amazon. They have all pulled back.

What order would you be adding to these positions?

Are there any that you would not be adding too in the current volatile market?

Thanks
Tim
Read Answer Asked by Timothy on March 25, 2026
Q: i own the above companies-both stock and options, they seem to go up everyday in an awful market.what is your opinion. dave
Read Answer Asked by david on March 25, 2026
Q: With the recent news and huge share price drop due to "indictment charging several individuals, including a Super Micro co-founder and board member, a sales manager, and a contractor, of “conspir[ing] to divert billions of dollars” of servers illegally to China in violation of export controls"

1) Is this a good buying opportunity if the investing time horizon is 3+ years?
2) does this recent news affect the future earnings potential of this company?

Thanks in advance.
Read Answer Asked by Nghi on March 25, 2026
Q: If the price of oil and natural gas are higher for longer will basic agricultural commodities increase in price? I have found two ETFs, USCI and TILL that speak to this theme. Can you comment on them or suggest any others that might be better? Anything available in CAD? Thank-you.
Read Answer Asked by Alex on March 24, 2026
Q: I want to simplify my RRIF investments by buying the index.
I have narrowed it to two bond funds and these etfs.
XSB, VSB. For bonds
VFV ZSP XUS XIC ZCN for equities.
Looking at $250,000 to invest.
How would you allocate funds for maximum return over five years?
Read Answer Asked by Helen on March 24, 2026
Q: Seeing many USA Property Trust companies stocks falling sharply. Would you be able to offer some insight to their valuation losses and where a "Buy" might be considered prudent?
Thanks again for all your great guidance.
Ted.
Read Answer Asked by Ted on March 24, 2026
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