Investment Q&A

• Axon Enterprise Inc. (AXON $596.81)
  • $596.81 P/E (TTM): 201.66X Cap: $49.25B
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Q: AXON reached an all time high in the first week of August 2025, and then the share price plunged about 40% until about mid November 2025 when it started to recover.

What event, or series of events caused that steep decline?

Upvote 4

Read Answer Asked by John on January 19, 2026

• Nebius Group N.V. (NBIS $93.83)
  • $93.83 Cap: $23.64B
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Q: I see that you like NBIS a lot, and that revenues are expected to increase 500% in 2026. However, when do you think that earnings will enter the plus column? TD projects negative earnings for each quarter in 2026. I don't mind taking some risk, however, I need to foresee good earnings somewhere in the foreseeable future to do that.

Upvote 5

Read Answer Asked by arnold on January 19, 2026

• Adobe Inc. (ADBE $289.95)
  • $289.95 P/E (TTM): 17.72X Cap: $119.19B
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Q: Adbe performance has been terrible of late.Can you provide a current outlook?thx

Upvote 2

Read Answer Asked by Kim on January 19, 2026

• Broadcom Inc. (AVGO $325.38)
  • $325.38 P/E (TTM): 74.04X Cap: $1.57T
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• Alphabet Inc. (GOOG $327.45)
  • $327.45 P/E (TTM): 32.61X Cap: $3.88T
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• KLA Corporation (KLAC $1,504.51)
  • $1,504.51 P/E (TTM): 49.26X Cap: $195.27B
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• Lam Research Corporation (LRCX $226.28)
  • $226.28 P/E (TTM): 49.22X Cap: $279.35B
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• Microsoft Corporation (MSFT $440.20)
  • $440.20 P/E (TTM): 32.71X Cap: $3.37T
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• NVIDIA Corporation (NVDA $179.93)
  • $179.93 P/E (TTM): 46.21X Cap: $4.32T
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• Amphenol Corporation (APH $152.93)
  • $152.93 P/E (TTM): 51.46X Cap: $186.46B
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• Rockwell Automation Inc. (ROK $413.42)
  • $413.42 P/E (TTM): 54.25X Cap: $45.35B
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• Arista Networks Inc. (ANET $125.44)
  • $125.44 P/E (TTM): 49.23X Cap: $160.58B
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• Vertiv Holdings LLC Class A (VRT $175.73)
  • $175.73 P/E (TTM): 66.77X Cap: $66.97B
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Q: With regards to 5i AI special report is there any advice for members as to where to start. There are a lot of companies in your report. Maybe if you could narrow things down to 5 or 6 companies from different areas of AI that could be a core holding.Thank-you for the report and helping me to understand theAI process.
THX

Upvote 41

Read Answer Asked by blake on January 19, 2026

• NVIDIA Corporation (NVDA $179.93)
  • $179.93 P/E (TTM): 46.21X Cap: $4.32T
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• Nebius Group N.V. (NBIS $93.83)
  • $93.83 Cap: $23.64B
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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 $477.77)
  • $477.77 Cap: $56.83B
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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 $105.20)
  • $105.20 P/E (TTM): 45.31X Cap: $95.11B
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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 $181.88)
  • $181.88 P/E (TTM): 17.93X Cap: $205.41B
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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 $14.06)
  • $14.06 P/E (TTM): 32.42X Cap: $358M
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• kneat.com inc. (KSI $4.33)
  • $4.33 Cap: $423M
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• WELL Health Technologies Corp. (WELL $4.09)
  • $4.09 Cap: $1.01B
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• Eagle Materials Inc (EXP $224.41)
  • $224.41 P/E (TTM): 17.11X Cap: $7.25B
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• nVent Electric plc (NVT $111.46)
  • $111.46 P/E (TTM): 61.43X Cap: $17.73B
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• VPN Technologies (VPN)
  • Cap: $5M
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• Ondas Inc Com (New) (ONDS $12.03)
  • $12.03 Cap: $5.06B
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• Genius Sports Limited (GENI $9.72)
  • $9.72 Cap: $2.33B
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• Cellebrite DI Ltd. (CLBT $15.71)
  • $15.71 Cap: $3.92B
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• Sportradar Group AG (SRAD $18.46)
  • $18.46 Cap: $5.57B
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• Propel Holdings Inc. (PRL $23.60)
  • $23.60 P/E (TTM): 11.06X Cap: $951M
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• Sezzle Inc. (SEZL $65.73)
  • $65.73 Cap: $2.24B
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $75.45)
  • $75.45 P/E (TTM): 48.1X Cap: $8.02B
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• Karman Holdings Inc. (KRMN $100.35)
  • $100.35 P/E (TTM): 1550.0X Cap: $14.06B
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• Ouster Inc. (OUST $23.78)
  • $23.78 Cap: $1.47B
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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 4

Read Answer Asked by Kevin on January 18, 2026

• Intuit Inc. (INTU $522.25)
  • $522.25 P/E (TTM): 37.45X Cap: $147.25B
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• Lam Research Corporation (LRCX $226.28)
  • $226.28 P/E (TTM): 49.22X Cap: $279.35B
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• Ouster Inc. (OUST $23.78)
  • $23.78 Cap: $1.47B
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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 $227.09)
  • $227.09 P/E (TTM): 33.77X Cap: $2.46T
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $69.72)
  • $69.72 P/E (TTM): 33.0X Cap: $112.46B
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Q: Any reasons for the recent weakness of BAM & AMZN? Timely to buy Amzn and what is good entry prices in US$ and Can$?Please comment on Amzn especially re its AI and holiday sales.Txs for u usual great services & views

Upvote 4

Read Answer Asked by Peter on January 17, 2026

• Amazon.com Inc. (AMZN $227.09)
  • $227.09 P/E (TTM): 33.77X Cap: $2.46T
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• Alphabet Inc. (GOOG $327.45)
  • $327.45 P/E (TTM): 32.61X Cap: $3.88T
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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 $217.13)
  • $217.13 P/E (TTM): 23.12X Cap: $136.54B
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• Procter & Gamble Company (The) (PG $145.69)
  • $145.69 P/E (TTM): 21.1X Cap: $343.49B
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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 $14.52)
  • $14.52 P/E (TTM): 145.9X Cap: $614M
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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 $325.38)
  • $325.38 P/E (TTM): 74.04X Cap: $1.57T
  • View AVGO Profile
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• NVIDIA Corporation (NVDA $179.93)
  • $179.93 P/E (TTM): 46.21X Cap: $4.32T
  • View NVDA Profile
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• Tesla Inc. (TSLA $423.56)
  • $423.56 P/E (TTM): 291.67X Cap: $1.39T
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• Axon Enterprise Inc. (AXON $596.81)
  • $596.81 P/E (TTM): 201.66X Cap: $49.25B
  • View AXON Profile
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• Robinhood Markets Inc. (HOOD $105.20)
  • $105.20 P/E (TTM): 45.31X Cap: $95.11B
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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 14

Read Answer Asked by Josh on January 16, 2026

• Kratos Defense & Security Solutions Inc. (KTOS $115.33)
  • $115.33 P/E (TTM): 1005.54X Cap: $21.72B
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• Karman Holdings Inc. (KRMN $100.35)
  • $100.35 P/E (TTM): 1550.0X Cap: $14.06B
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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 $26.97)
  • $26.97 Cap: $13.75B
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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 $13.78)
  • $13.78 Cap: $13.42B
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• Archer Aviation Inc. Class A (ACHR $8.15)
  • $8.15 Cap: $5.64B
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• Vertical Aerospace Ltd. (EVTL $5.44)
  • $5.44 Cap: $600M
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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 1

Read Answer Asked by Kel on January 15, 2026

• CompoSecure Inc. Class A (CMPO $25.14)
  • $25.14 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 $86.78)
  • $86.78 P/E (TTM): 21.72X Cap: $17.20B
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• iShares U.S. Medical Devices ETF (IHI $61.58)
  • $61.58 P/E (TTM): 30.27X Cap: $4B
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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