Investment Q&A

• NVIDIA Corporation (NVDA $192.85)
  • $192.85 P/E (TTM): 47.53X Cap: $4.68T
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• Nebius Group N.V. (NBIS $102.58)
  • $102.58 Cap: $24.42B
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Q: Hello
Curious as to why the company had 7.4 Billion in sales in 2022 but only 21Million in 2023 and 118Million in 2024.

Could you explain why you like it so much and could a person own it and NVDA?

Thanks
jeff

Upvote 16

Read Answer Asked by JEFF on January 19, 2026

• Sandisk Corporation (SNDK $638.52)
  • $638.52 Cap: $94.24B
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Q: With its parabolic rise over the last year and especially three months is SNDK out over its skis or still buyable at this level?

Upvote 4

Read Answer Asked by Kim on January 19, 2026

• Robinhood Markets Inc. (HOOD $73.39)
  • $73.39 P/E (TTM): 29.91X Cap: $66.07B
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Q: Why it is dropping? Is this good entry point?

Upvote 6

Read Answer Asked by Milan on January 18, 2026

• T-Mobile US Inc. (TMUS $221.98)
  • $221.98 P/E (TTM): 22.17X Cap: $244.59B
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Q: I bought this stock last summer and I'm down 18%. My plan is to hold it long-term, and based on this, I was wondering if it makes sense to add to it.

Upvote 1

Read Answer Asked by Brendan on January 18, 2026

• Firan Technology Group Corporation (FTG $19.88)
  • $19.88 P/E (TTM): 62.38X Cap: $500M
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• kneat.com inc. (KSI $4.12)
  • $4.12 Cap: $392M
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• WELL Health Technologies Corp. (WELL $3.92)
  • $3.92 Cap: $995M
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• Eagle Materials Inc (EXP $231.69)
  • $231.69 P/E (TTM): 17.05X Cap: $7.28B
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• nVent Electric plc (NVT $118.22)
  • $118.22 P/E (TTM): 16.47X Cap: $19.11B
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• VPN Technologies (VPN)
  • Cap: $5M
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• Ondas Inc (ONDS $10.40)
  • $10.40 Cap: $4.67B
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• Genius Sports Limited (GENI $5.84)
  • $5.84 Cap: $1.40B
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• Cellebrite DI Ltd. (CLBT $12.63)
  • $12.63 Cap: $3.02B
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• Sportradar Group AG (SRAD $17.75)
  • $17.75 Cap: $5.31B
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• Propel Holdings Inc. (PRL $21.30)
  • $21.30 P/E (TTM): 9.8X Cap: $838M
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• Sezzle Inc. (SEZL $60.65)
  • $60.65 P/E (TTM): 8.35X Cap: $2.07B
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $87.93)
  • $87.93 P/E (TTM): 56.95X Cap: $9.52B
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• Karman Holdings Inc. (KRMN $83.60)
  • $83.60 P/E (TTM): 1161.0X Cap: $11.06B
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• Ouster Inc. (OUST $18.65)
  • $18.65 Cap: $1.11B
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Q: Hello Team,

I don't currently own any of the noted stocks, can you rank them in order in which you would purchase today based on a 2-3 year return. Thanks.

Upvote 8

Read Answer Asked by Kevin on January 18, 2026

• Intuit Inc. (INTU $358.71)
  • $358.71 P/E (TTM): 24.69X Cap: $99.86B
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• Lam Research Corporation (LRCX $244.25)
  • $244.25 P/E (TTM): 49.75X Cap: $305.01B
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• Ouster Inc. (OUST $18.65)
  • $18.65 Cap: $1.11B
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Q: Good morning,

Is the recent significantly negative momentum with Intuit a sign that it's time to move on? If changing course, would you endorse a move to LAM Research or Ouster?

Thank you!

Brad

Upvote 1

Read Answer Asked by Bradley on January 17, 2026

• Amazon.com Inc. (AMZN $208.56)
  • $208.56 P/E (TTM): 28.63X Cap: $2.23T
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $66.41)
  • $66.41 P/E (TTM): 30.6X Cap: $106.96B
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Q: Any reasons for the recent weakness of BAM & AMZN? Timely to buy Amzn and what is good entry prices in US$ and Can$?Please comment on Amzn especially re its AI and holiday sales.Txs for u usual great services & views

Upvote 5

Read Answer Asked by Peter on January 17, 2026

• Amazon.com Inc. (AMZN $208.56)
  • $208.56 P/E (TTM): 28.63X Cap: $2.23T
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• Alphabet Inc. (GOOG $310.92)
  • $310.92 P/E (TTM): 28.83X Cap: $3.76T
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Q: I have a resource, bank and reit focused portfolio with very little tech exposure (apple). I'm considering a position in both google and amazon. Do think this is as good a time as any to buy and how much of a position would you recommend?
Thanks!
Dave

Upvote 5

Read Answer Asked by David on January 17, 2026

• Honeywell International Inc. (HON $243.61)
  • $243.61 P/E (TTM): 33.02X Cap: $154.85B
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• Procter & Gamble Company (The) (PG $165.28)
  • $165.28 P/E (TTM): 24.47X Cap: $384.11B
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Q: Hello, Would you buy either Honeywell or Pg currently?
Thank you.

Upvote 2

Read Answer Asked by Lorraine on January 16, 2026

• Electrovaya Inc. (ELVA $10.91)
  • $10.91 P/E (TTM): 73.88X Cap: $459M
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Q: Hi. I am looking for a small cap for the speculative portion of my portfolio. Can I get your thoughts on these companies. Would you consider any of these names worth buying?
Thank-you. ABBAX, Better Home and Finance.

Upvote 1

Read Answer Asked by Antonio on January 16, 2026

• Broadcom Inc. (AVGO $325.49)
  • $325.49 P/E (TTM): 69.55X Cap: $1.54T
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• NVIDIA Corporation (NVDA $192.85)
  • $192.85 P/E (TTM): 47.53X Cap: $4.68T
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• Tesla Inc. (TSLA $409.38)
  • $409.38 P/E (TTM): 370.21X Cap: $1.53T
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• Axon Enterprise Inc. (AXON $442.51)
  • $442.51 P/E (TTM): 133.58X Cap: $35.12B
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• Robinhood Markets Inc. (HOOD $73.39)
  • $73.39 P/E (TTM): 29.91X Cap: $66.07B
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Q: Hi 5i team!

What are your top 5 US growth stocks that you feel comfortable buying today in the current climate irrespective of sector? I’m ok with a medium level of volatility.
Thank you!

Upvote 15

Read Answer Asked by Josh on January 16, 2026

• Kratos Defense & Security Solutions Inc. (KTOS $90.68)
  • $90.68 P/E (TTM): 725.46X Cap: $15.44B
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• Karman Holdings Inc. (KRMN $83.60)
  • $83.60 P/E (TTM): 1161.0X Cap: $11.06B
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Q: Hi
Between KTOS and KRMN which would be the pick today and why.
Thanks

Upvote 6

Read Answer Asked by Marco on January 16, 2026

• Figma Inc. Class A (FIG $27.43)
  • $27.43 Cap: $14.31B
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Q: What do you think about this company now that the stock price has come back down? What is the forward valuation outlook, debt, management etc? Would you buy here/how much does it matter about the share lockup expiring soon?

Upvote 2

Read Answer Asked by Max on January 16, 2026

• Joby Aviation Inc. (JOBY $9.72)
  • $9.72 Cap: $9.35B
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• Archer Aviation Inc. Class A (ACHR $7.19)
  • $7.19 Cap: $4.70B
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• Vertical Aerospace Ltd. (EVTL $4.18)
  • $4.18 Cap: $459M
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Q: Is 2026 the year EVOL moves more in to a real business model? ACHR and JOBY apparently may have first commercial flights. There is the Chinese EH Holdings that apparently is already offering them. What do you see as a strategy, if you believe this will become more mainstream at some point. Continue to wait for now? Take starter positions in a couple? Buy an ETF?

Upvote 2

Read Answer Asked by Kel on January 15, 2026

• CompoSecure Inc. Class A (CMPO)
  • Cap: $7.27B
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Q: Can I please have your opinion on CMPO? Is there a path forward for huge growth in metal cards? For retail isn't the trend away from physical cards? Not sure what I'm missing but there seems to be growth here.

Upvote 1

Read Answer Asked by Kel on January 15, 2026

• Zimmer Biomet Holdings Inc. (ZBH $99.87)
  • $99.87 P/E (TTM): 28.02X Cap: $19.53B
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• iShares U.S. Medical Devices ETF (IHI $59.41)
  • $59.41 P/E (TTM): 30.04X Cap: $3.62B
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Q: Do you have any guidance with this company as investable and is there an ETF or mutual fund focused on robotic medical devices or software.

Upvote 2

Read Answer Asked by Tim on January 15, 2026

• Corcept Therapeutics Incorporated (CORT $36.48)
  • $36.48 P/E (TTM): 40.62X Cap: $4.18B
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Q: Could you provide a current opinion of this corporation, and also of the ongoing legal investigations? (The last question was 5 years ago, with a fairly upbeat response.)
Thank you!
Chris M

Upvote 1

Read Answer Asked by chris on January 15, 2026

• EnerSys (ENS $172.62)
  • $172.62 P/E (TTM): 20.75X Cap: $6.36B
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• Reddit Inc. Class A (RDDT $142.08)
  • $142.08 P/E (TTM): 54.58X Cap: $27.14B
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Q: Hi Team,
I am debating trimming some of my RDDT shares to buy an initial position in ENS. Would you endorse this move or no? Which of these 2 names do you see as having the most potential over the next few years? I am a bit torn as I really like the potential I think RDDT has, but also am intrigued over the market opportunity ENS may have in the coming years. Could you do a quick comparison of growth rates and market potential for both?

Thanks,
Shane.

Upvote 3

Read Answer Asked by Shane on January 15, 2026

• Comfort Systems USA Inc. (FIX $1,468.58)
  • $1,468.58 P/E (TTM): 48.91X Cap: $51.65B
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• Carrier Global Corporation (CARR $63.53)
  • $63.53 P/E (TTM): 37.18X Cap: $53.10B
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Q: Would you please explain the significant drop in the share price of CARR since July 2025.
Do you see a recovery anytime soon? Is there a better choice in the HVAC space or would you stay with Carrier?
Thanks and Happy 2026!

Upvote 2

Read Answer Asked by Heather on January 15, 2026

• KLA Corporation (KLAC $1,506.65)
  • $1,506.65 P/E (TTM): 43.31X Cap: $197.48B
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• Lam Research Corporation (LRCX $244.25)
  • $244.25 P/E (TTM): 49.75X Cap: $305.01B
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• ASML Holding N.V. (ASML $1,497.80)
  • $1,497.80 P/E (TTM): 64.32X Cap: $589.05B
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• CECO Environmental Corp. (CECO $60.00)
  • $60.00 P/E (TTM): 54.7X Cap: $2.13B
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• Lattice Semiconductor Corporation (LSCC $98.36)
  • $98.36 P/E (TTM): 488.3X Cap: $13.45B
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• Entegris Inc. (ENTG $136.27)
  • $136.27 P/E (TTM): 88.01X Cap: $20.04B
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• Applied Digital Corp. (APLD $30.66)
  • $30.66 Cap: $8.57B
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Q: As more data centres start to come on line, running the equipment will likely offer an opportunity for the likes of Entegris to benefit. I'm curious about what you think of this stock now and what sort of timeline you'd expect to see an increase in demand for their products. I am also curious as to your current thoughts on ASML, KLAC, LRCX, APLD, CECO and LSCC. Lots of names, feel free to take points accordingly. Many thanks!
D

Upvote 1

Read Answer Asked by Dawn on January 15, 2026