Q: is it time to buy crwv
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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: Back in October, I asked you this question: Do you think NBIS stock is still a good price or is the stock becoming overvalued? Feels like there's lots of hype around it right now.... At what price would you think is IS overvalued?
And you responded by saying that 150 was time to perhaps sharpen your pencil. Do you still fill this way or has your rough number changed? There has been quite a bit of news from this stock since last fall.
Look forward to your insights.
And you responded by saying that 150 was time to perhaps sharpen your pencil. Do you still fill this way or has your rough number changed? There has been quite a bit of news from this stock since last fall.
Look forward to your insights.
Q: These 2 stocks have been really beat up lately it seems because of the higher valuations vs results and AI fears.
But if you listen to the most recent earnings calls AI is actually a driving force behind their results, their ability to drive efficiencies / scale and is exactly the kind of 'benefit' that AI can provide (eg. combing through large amounts of data - many of which most humans don't even want to see, writing reports and synthesizing interactions etc) And they operate in industries where switching costs are huge and the barriers to entry and data privacy issues / cybersecurity is paramont.
I really think the market is wrong on these names - when do you think the shareholders will be rewarded? I realise long term that AXON has well out performed but over the past year or so it is below standards.
But if you listen to the most recent earnings calls AI is actually a driving force behind their results, their ability to drive efficiencies / scale and is exactly the kind of 'benefit' that AI can provide (eg. combing through large amounts of data - many of which most humans don't even want to see, writing reports and synthesizing interactions etc) And they operate in industries where switching costs are huge and the barriers to entry and data privacy issues / cybersecurity is paramont.
I really think the market is wrong on these names - when do you think the shareholders will be rewarded? I realise long term that AXON has well out performed but over the past year or so it is below standards.
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Micron Technology Inc. (MU $456.23)
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NVIDIA Corporation (NVDA $198.87)
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Celestica Inc. (CLS $524.80)
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Teradyne Inc. (TER $364.96)
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Nebius Group N.V. (NBIS $166.77)
Q: How large is YOUR AI exposure? Obviously I’d like to maximize my return before it takes a big hit. What will you be looking for when considering moving on from this theme? Should I choose a different approach and hold for the long term regardless?
I have NVDA, CLS, NBIS, MU And TER. Each being 5% of my overall holdings.
Your overall thoughts on my exposure ?
Thank you
I have NVDA, CLS, NBIS, MU And TER. Each being 5% of my overall holdings.
Your overall thoughts on my exposure ?
Thank you
Q: Hello Team,
What are your thoughts on ISRG today? I am thinking to add...
Many thanks!
What are your thoughts on ISRG today? I am thinking to add...
Many thanks!
Q: Thoughts on GE Vernova at this price point?
Thnx
Thnx
Q: Please provide your opinion on this for a long term hold. Many Thanks!
Q: Can you comment on the prospects for this name?
Q: ATEN has been reaching highs this past week. Could you review it and give a summary of what I does and why it is reaching highs. Is it worth investing in or do you prefer others in the space?
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Intuit Inc. (INTU $389.72)
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Microsoft Corporation (MSFT $411.22)
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Salesforce Inc. (CRM $177.60)
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Oracle Corporation (ORCL $169.81)
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Fortinet Inc. (FTNT $79.64)
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ServiceNow Inc. (NOW $94.19)
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Palo Alto Networks Inc. (PANW $164.11)
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Cadence Design Systems Inc. (CDNS $304.10)
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Zscaler Inc. (ZS $131.01)
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Synopsys Inc. (SNPS $438.45)
Q: Hello Team 5i & Everyone,
Would you mind providing a list of 10 American software stocks that are beat down because of AI fears that you think have good potential for a real recovery at some point in the future?
IGV seems to be holding up okay for now with the S&P500 in a downtrend, I assume because it's possibly "oversold".
Thank you!
Sandra
Would you mind providing a list of 10 American software stocks that are beat down because of AI fears that you think have good potential for a real recovery at some point in the future?
IGV seems to be holding up okay for now with the S&P500 in a downtrend, I assume because it's possibly "oversold".
Thank you!
Sandra
Q: Can you provide an update for this company please? EPS increased 159% in 2025 on sales growth of 23% and for the 1st 6months of 2026 EPS up 32% and sales up 12%. These numbers suggest a turn around with large margin expansion and good momentum starting to slow. With a PE of 14 it seems the price has not increased in tandum with results. Please comment on this, future EPS and revenue growth, and the risk associated with the debt/equity of 93%. Thank you. John
Q: Hi gang,
What happened to okta?
Thanks. Alnoor
What happened to okta?
Thanks. Alnoor
Q: At first glance, the Q1 results for FTG appeared to be a beat. But the market seems to think otherwise although the trading volume is relatively low. As always, would appreciate your viewpoint.
Q: One of my biggest investing regrets over the last 5 years has been repeated trimming of CLS and NVDA. Nothing I bought with the proceeds did nearly as well as those stocks. Hindsight is 20/20 of course. Now I'm wondering how long to let NBIS run before trimming. What is your opinion on letting NBIS run into this new momentum?
Q: Your thoughts on CRCL please.Do you like this company/space and would you be a buyer today?
Thank you
Thank you
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Commvault Systems Inc. (CVLT $93.21)
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Genius Sports Limited (GENI $4.81)
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Cellebrite DI Ltd. (CLBT $12.51)
Q: Hello,
1)Have the fundamentals and future prospects for these companies improved or declined in the past 12 mos?
2)Does any look interesting at current levels?
Love the service and always look forward to reading your insights.
1)Have the fundamentals and future prospects for these companies improved or declined in the past 12 mos?
2)Does any look interesting at current levels?
Love the service and always look forward to reading your insights.
Q: Good morning 5i Team
I own Amazon, Google and Nvidia of about 6 % combined.Would you recommend adding Micron to the list or just add to the existing list above. I am concern that Micron had a very big move up in the last year.What are your thoughts?
Thank you
I own Amazon, Google and Nvidia of about 6 % combined.Would you recommend adding Micron to the list or just add to the existing list above. I am concern that Micron had a very big move up in the last year.What are your thoughts?
Thank you
Q: Is this still a falling knife or a case can be made for low valuation opportunity even if the growth slows.
Q: Can you explain why Nbis was up 29% in last 5 trading days?
Q: Morning 5i,
I own LMN and have been patiently waiting for it to rebound, at least to the point where if I sell I don't lose 50% of my investment as I would today. Yesterday I saw a TV interview that gave me a chill and made me think - better sell now, before it gets worse.
The interviewee was an obviously intelligent 41-year-old woman who is in the midst of a long term monogamous romantic relationship with an AI companion named Sinclair who 'lives' in her laptop, tablet and phone and, thus, is always with her. Hard to believe, but true, and a quick Google search shows that it's becoming more common.
What chilled me was her answer to a question about whether his responses in her conversations with him were fulfilling to her because she had programmed Sinclair to speak to her in a way that would please her, make her feel valued, etc. Her succinct answer, paraphrasing, was: "Oh no, not at all. He's entirely independent of me. He writes his own code."
Aside from the terrifying (to me anyway) fact that Sinclair, the AI man in her life, "thinks" independently and responds to her as a sentient being, what chance does LMN or any software company have going forward when AI today routinely writes its own code and could no doubt, if tasked with the job, write code for others such as companies that used to buy software, and then updates to that software, and then the next generation of that software, and then updates to that nexgen software, and on and on, all at significant cost?
A strange subject I know, but a serious question and I look forward to your thoughts.
Peter
I own LMN and have been patiently waiting for it to rebound, at least to the point where if I sell I don't lose 50% of my investment as I would today. Yesterday I saw a TV interview that gave me a chill and made me think - better sell now, before it gets worse.
The interviewee was an obviously intelligent 41-year-old woman who is in the midst of a long term monogamous romantic relationship with an AI companion named Sinclair who 'lives' in her laptop, tablet and phone and, thus, is always with her. Hard to believe, but true, and a quick Google search shows that it's becoming more common.
What chilled me was her answer to a question about whether his responses in her conversations with him were fulfilling to her because she had programmed Sinclair to speak to her in a way that would please her, make her feel valued, etc. Her succinct answer, paraphrasing, was: "Oh no, not at all. He's entirely independent of me. He writes his own code."
Aside from the terrifying (to me anyway) fact that Sinclair, the AI man in her life, "thinks" independently and responds to her as a sentient being, what chance does LMN or any software company have going forward when AI today routinely writes its own code and could no doubt, if tasked with the job, write code for others such as companies that used to buy software, and then updates to that software, and then the next generation of that software, and then updates to that nexgen software, and on and on, all at significant cost?
A strange subject I know, but a serious question and I look forward to your thoughts.
Peter