Investment Q&A

Q: Would you buy DRAM or MU for short term (1 or 2 years) and potential for greatest return. DRAM gives some diversification and exposure to Asian memory stocks, but is MU valuation (PE forward ratio) still too good to pass up ?

Q: Thoughts on Innodata? I was fortunate to get in before its 100% jump. What is an exit plan or does this have legs to hold?

Q: Axon a good earnings moved up 10% then deflated lower than it was. Tax loss yes, but buy back in 30 days? down almost 30%.
your present view on it?

Thanks!

Q: What do you think of FLUT, would you keep holding?

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?

Q: Corning seems to be getting a lot of positive press recently along with the investment from Nvidia. What are your current thoughts on GLW? Thanks!

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

Q: How material is the Clarifai news? What are the strategic implications? Does this create opportunities in a larger TAM with recurring mid/long term profitable revenue?

Q: Next in the AI stack? Legitimate company and increase in stock price ?

Q: What are your thoughts on the Service Now, META and Turning Point Brands? Buying opportunity at current levels?

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

Q: Can you pls comment on the most recent quarter? Did anything in the quarter reinforce and take away from your positivity on this company and its prospects?

Q: Could we please have your analysis on their earnings this morning? Thank you

Q: Hello Peter
this stock has gone up parabolic which is good
I only had a partial position
should I wait for a pull back or sell to take profit or hold
1-3 years hold
very happy I bought it not too long ago
thanks

Michael

Q: Looking at these EFT's how would you rank them as investable in a RRSP for a long term hold.

Q: What are some of your top US small to mid cap picks for growth oriented investors right now? Thank you!

Q: Good Morning Team 5i & Everyone,

What do you think of AHR (American Healthcare REIT Inc.)?

Thank you!

Q: Can you give me a brief explanation of this company.

Is it a buy, hold, or sell.
Thank you

Q: Can you please comment on Jacobs. It has been on a downward trend. Do you still like it and why? Buy, sell, or hold. Thank you!

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