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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: I am looking to validate a long-term investment thesis (3 to 5 years) on ServiceNow.
Here is my reasoning:
Jensen Huang consistently cites ServiceNow as the perfect example of his thesis that SaaS companies will become GaaS companies (Generative Agent as a Service). NVIDIA itself uses ServiceNow internally, and the two companies just launched Project Arc together at the Knowledge 2026 conference. Huang predicts that the large organizations of the future will “run on ServiceNow.”
What convinces me fundamentally:

ServiceNow is already embedded in 85-90% of Fortune 500 companies

Switching costs are nearly prohibitive (data, workflows, employee training)

Their AI product Now Assist has already surpassed $600M in ACV and is targeting $1.5B by end of 2026

Management is targeting $30B+ in subscription revenue by 2030, roughly doubling current levels

The stock is down approximately 40% in 2026, which could represent an attractive entry point

My questions

Do you share this long-term thesis on ServiceNow?

Does the ~40% decline in 2026 represent a buying opportunity, or are there structural risks I may be underestimating?
Read Answer Asked by jean on May 13, 2026
Q: Hey sorry I asked a question about CELH just a few hours ago. Please add this commentary under the same question. I just wanted to add a point as I was asking for your thoughts on CELH pullback. Some investors are claiming the pullback is due to Celsius branded drinks only growing 6%, while Alani Nu grew much more. They are questioning the original comments from mgmt that Alani and Celsius only had about 15% customer overlap. But it seems that Celsius brand is being way more cannibalized, and likely competition impacts, but overall Celsius brand drinks has lost it high growth that the company has been priced on. Can you add your thoughts on this thesis and is CELH still a hold in the face of these issues? Thx
Read Answer Asked by Adam on May 13, 2026
Q: What are your thoughts on the Service Now, META and Turning Point Brands? Buying opportunity at current levels?
Read Answer Asked by Madhur on May 13, 2026
Q: Good morning I have 2 laggards in my unregistered US account. Microsoft and Robinhood. I've taken profits in both when at higher valuations. Would you endorse a switch to Micron and provide suggestion for a solid dividend payer as well ?
Thanks in advance.
David
Read Answer Asked by David on May 13, 2026
Q: Looking at these EFT's how would you rank them as investable in a RRSP for a long term hold.
Read Answer Asked by Kolbi on May 13, 2026
Q: What are some of your top US small to mid cap picks for growth oriented investors right now? Thank you!
Read Answer Asked by Andrew on May 13, 2026
Q: Hi 5i team,

I’m considering swapping HOOD for SEZL. SEZL has beaten revenue and earnings estimates for four consecutive quarters and is evolving into more of a subscription service with a BNPL model.

HOOD just broke its streak of EPS beats in Q1, and the recent crypto downturn shows its continued reliance on the crypto cycle despite diversification efforts.

My question is, would you prefer SEZL over HOOD for a 3-5 year hold? Also, how significant is the Pomerantz investigation in this context?

Thanks!
Matt
Read Answer Asked by Matt on May 13, 2026