Investment Q&A

• Alphabet Inc. (GOOG $383.82)
  • $383.82 P/E (TTM): 36.73X Cap: $4.85T
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• EchoStar Corporation (SATS $129.38)
  • $129.38 Cap: $37.30B
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• ENTREPRENEURSHARES (XOVR $18.81)
  • $18.81 P/E (TTM): 38.59X Cap: $1.04B
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• Stack Capital Group Inc. (STCK $28.89)
  • $28.89 P/E (TTM): 9.2X Cap: $383M
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• Figma Inc. Class A (FIG $19.33)
  • $19.33 Cap: $10.55B
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Q: Do you think SpaceX OpenAI and Anthropic will go Public with IPOs in the next 12 months and what impact do you see it having on the market based on the size of their likely offerings?

Seems these days by the time an IPO hits the market alot of the easy money has been made by those who have participated in Pre IPO offerings and Seed money.

Are there holdings related to any of these entities already in the market in funds held by those like Cathy Wood's Ark fund that one can realize the value of the shares prior to a Public IPO?

Upvote 11

Read Answer Asked by Craig on May 11, 2026

• Micron Technology Inc. (MU $766.58)
  • $766.58 P/E (TTM): 35.26X Cap: $896.92B
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• Celestica Inc. (CLS $512.70)
  • $512.70 P/E (TTM): 51.81X Cap: $60.01B
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• Teradyne Inc. (TER $358.45)
  • $358.45 P/E (TTM): 103.68X Cap: $57.39B
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Q: Do you have a preference between Micron, Terradyne and Celestica? If I were to purchase an equal weight for all 3 how long is the time frame for each in this AI buildout

Upvote 13

Read Answer Asked by Marty on May 11, 2026

• Amazon.com Inc. (AMZN $265.82)
  • $265.82 P/E (TTM): 38.03X Cap: $2.89T
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• Garmin Ltd. (Switzerland) (GRMN $236.97)
  • $236.97 P/E (TTM): 27.6X Cap: $46.74B
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• Booking Holdings Inc. (BKNG $160.56)
  • $160.56 P/E (TTM): 1.0X Cap: $122.27B
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• Domino's Pizza Inc (DPZ $310.16)
  • $310.16 P/E (TTM): 18.36X Cap: $10.41B
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Q: What is your view of Domino's at this point in time? Do you think a smallish position is worth holding onto, or is it better to switch into another US consumer discretionary stock for a long-term hold?

Upvote 3

Read Answer Asked by Peter on May 11, 2026

• Roundhill Memory (DRAM $51.30)
  • $51.30 Cap: $3.50B
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Q: Thoughts about DRAM etf?

Upvote 3

Read Answer Asked by Kim on May 11, 2026

• Micron Technology Inc. (MU $766.58)
  • $766.58 P/E (TTM): 35.26X Cap: $896.92B
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Q: You mentioned recently re. Micron, that it "can only meet 50% to 60% of customer demand". Can you say more about this? How much can MU ramp up memory production to meet this demand? Or is it more a story of demand likely to continue longer? Is there a high barrier to entry for others who might want to fill some of this demand? Thanks.

Upvote 7

Read Answer Asked by Martin on May 11, 2026

• United Rentals Inc. (URI $955.76)
  • $955.76 P/E (TTM): 24.27X Cap: $58.77B
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• CECO Environmental Corp. (CECO $80.45)
  • $80.45 P/E (TTM): 60.13X Cap: $2.92B
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• EnerSys (ENS $232.64)
  • $232.64 P/E (TTM): 28.48X Cap: $8.57B
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• Vertiv Holdings LLC Class A (VRT $367.13)
  • $367.13 P/E (TTM): 99.7X Cap: $141.32B
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• Celsius Holdings Inc. (CELH $29.61)
  • $29.61 P/E (TTM): 129.16X Cap: $7.83B
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• Sphere Entertainment Co. Class A (SPHR $135.96)
  • $135.96 P/E (TTM): 18.83X Cap: $4.77B
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• Sezzle Inc. (SEZL $99.63)
  • $99.63 P/E (TTM): 25.83X Cap: $3.39B
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Q: Which of the two would you prefer for a +5 year hold? A reason please

If not these two, which are your favourite US non tech names for +5 years. Growth focused

Thank you!

Upvote 9

Read Answer Asked by Nick on May 11, 2026

• Two Harbors Investment Corp (TWO $12.66)
  • $12.66 Cap: $1.32B
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Q: Another merger for TWO. Any thoughts on this one? Seems like all cash. Thanks again.

Upvote 1

Read Answer Asked by Brad on May 11, 2026

• Northwest Natural Holding Company (NWN $50.16)
  • $50.16 P/E (TTM): 18.21X Cap: $2.11B
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Q: I just added NWN yesterday for long term stability ( dividend king) +sector diversification.Although "strong first quarter results " are announced today, this stock drops 5% (am) .. What is your impression , is it still considered as an acceptable position according to my goals ?

Upvote 1

Read Answer Asked by Jean-Yves on May 11, 2026

• ADENTRA Inc. (ADEN $32.57)
  • $32.57 P/E (TTM): 9.13X Cap: $804M
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Q: Adentra released results last night. Any thoughts? Seems like an OK company to me, but there isn't much growth in their business. When the economy is booming they make a lot of profit, but otherwise, it's rather boring. Dividend is OK, but nothing special, at 2%. Would you sell it if you held it?

Upvote 1

Read Answer Asked by Dan on May 11, 2026

• Moody's Corporation (MCO $451.75)
  • $451.75 P/E (TTM): 33.02X Cap: $78.33B
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• Datadog Inc. (DDOG $199.94)
  • $199.94 P/E (TTM): 645.68X Cap: $72.01B
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Q: Hi 5i Team,

What's your take on the above 2 companies? Is it a buy, hold or sell and please provide rationale for your recommendations.

Thanks,
H

Upvote 2

Read Answer Asked by Harry on May 11, 2026

• Micron Technology Inc. (MU $766.58)
  • $766.58 P/E (TTM): 35.26X Cap: $896.92B
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Q: Do you think MU still has lots of room left to run? What would you expect for upside is someone was investing now? 3 year hold.

Upvote 10

Read Answer Asked by Judith on May 11, 2026

• Apple Inc. (AAPL $294.80)
  • $294.80 P/E (TTM): 37.13X Cap: $4.29T
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• Amazon.com Inc. (AMZN $265.82)
  • $265.82 P/E (TTM): 38.03X Cap: $2.89T
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• NVIDIA Corporation (NVDA $220.78)
  • $220.78 P/E (TTM): 43.92X Cap: $5.33T
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Q: Hi Folks,
I am looking at adding to my positions in AAPL, NVDA or AMZN. Can you recommend the two that would be good to add to today. This would be in my TFSA.
Thanks

Upvote 6

Read Answer Asked by JOHN on May 11, 2026

• Nebius Group N.V. (NBIS $179.11)
  • $179.11 Cap: $47.25B
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• CoreWeave Inc. (CRWV $107.75)
  • $107.75 Cap: $62.57B
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Q: Is Coreweave recent reported downgrade on guidance something applicable to Nebius ? Nebius reporting soon and wondering whether I should hold off purchasing.

Upvote 2

Read Answer Asked by Thomas on May 08, 2026

• PayPal Holdings Inc. (PYPL $45.44)
  • $45.44 P/E (TTM): 8.39X Cap: $39.75B
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Q: I have a small position in Paypal, very small, but im down about 40%. Would it be worth waiting it out or is it just a sell at this point?

Upvote 1

Read Answer Asked by Danielle on May 08, 2026

• KKR & Co. Inc. (KKR $99.47)
  • $99.47 P/E (TTM): 43.81X Cap: $89.30B
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Q: Thoughts on their quarter and long term outlook?

Upvote 3

Read Answer Asked by Keith on May 08, 2026

• Amazon.com Inc. (AMZN $265.82)
  • $265.82 P/E (TTM): 38.03X Cap: $2.89T
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• NVIDIA Corporation (NVDA $220.78)
  • $220.78 P/E (TTM): 43.92X Cap: $5.33T
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• Tesla Inc. (TSLA $433.45)
  • $433.45 P/E (TTM): 392.98X Cap: $1.67T
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• Teradyne Inc. (TER $358.45)
  • $358.45 P/E (TTM): 103.68X Cap: $57.39B
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• Serve Robotics Inc. (SERV $8.76)
  • $8.76 Cap: $678M
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• UiPath Inc. Class A (PATH $10.01)
  • $10.01 P/E (TTM): 20.75X Cap: $5.58B
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• Qualcomm CDR (CAD Hedged) (QCOM $27.51)
  • $27.51 P/E (TTM): 43.73X Cap: $241.73B
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Q: Robots: What are your estimates for the growth of robots over the next 3 to 5 years? Will this be a major growth industry compared to chips and AI now?

Who are the current leaders in that industry?

If you were to buy them, what would you buy and are they buyable at today’s prices?

Thanks for your help.

Upvote 6

Read Answer Asked by Donald on May 08, 2026

• Redwire Corporation (RDW $11.56)
  • $11.56 Cap: $2.29B
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Q: For some pre space X exposure what do you think of this space X exposed company? They have an interesting solar panel that rolls out like a carpet and they have had this product installed on the ISS. It seems to be quite depressed on the space industry I wanted to know if it is investable?

Upvote 1

Read Answer Asked by Kolbi on May 08, 2026

• CECO Environmental Corp. (CECO $80.45)
  • $80.45 P/E (TTM): 60.13X Cap: $2.92B
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• Karman Holdings Inc. (KRMN $62.48)
  • $62.48 P/E (TTM): 468.0X Cap: $7.79B
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Q: Thinking of trading KRMN out for CECO for better growth in my TFSA. What are your thoughts?

Upvote 1

Read Answer Asked by Peter on May 08, 2026

• Broadcom Inc. (AVGO $419.30)
  • $419.30 P/E (TTM): 83.82X Cap: $2.02T
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• NVIDIA Corporation (NVDA $220.78)
  • $220.78 P/E (TTM): 43.92X Cap: $5.33T
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• QUALCOMM Incorporated (QCOM $210.31)
  • $210.31 P/E (TTM): 44.17X Cap: $250.35B
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• Arm Holdings plc (ARM $207.92)
  • $207.92 P/E (TTM): 284.36X Cap: $225.25B
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Q: Can you please provide an updated opinion on $ARM based on is most recent earnings and forecast? And rank it relative to its peers right now?

Upvote 4

Read Answer Asked by Kel on May 08, 2026

• Roku Inc. (ROKU $127.63)
  • $127.63 P/E (TTM): 231.3X Cap: $18.90B
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Q: Hi 5i,
Could I please have your current take on ROKU.
Currently held but not convinced it's worth an add
Thanks

Upvote 4

Read Answer Asked by mike on May 08, 2026