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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: Good morning 5i,

Enjoyed the BNN segment as always.

Which current US stocks are in the midst of hot momentum with room to carry. Such as NBIS. Ones preferable with reasonable balance sheets and worth holding on a fundamental basis. Add to my momentum portion of my portfolio.

Thank you.
Read Answer Asked by Adam on April 14, 2026
Q: Hello team,

Have your views changed since Nvidia invested $2 billion in MRVL and announced a partnership in March 30th to connect Marvell Technology to its AI data center and AI-RAN. The two also will work together on AI networking, including optical interconnects and silicon photonics.

Since then MRVL has gone from $87 to $128. Time to buy some?

Thank you for your extraordinary investment insight!
Read Answer Asked by Saeed on April 13, 2026
Q: Please comment on the company and its latest Q4,2025 .It has dropped sharply since late 2025 to hit 5 year low today.Buy,Hold or Sell.Thanks for u usual great services & views Great te see Ryan on Markeet Call recenty,and C White ia appearing this coming Monday
Read Answer Asked by Peter on April 13, 2026
Q: Good morning !
Here are two good entreprises that are are far from to participate at the recent nasdaq rally, probably because they are included in the software industry. Are we to understand they are definitely on the bearish road? What is your opinion on the future of these entreprises? What would you say to an investor who the stocks, hold or sell?

Thank you very much for professional support
Read Answer Asked by Gabriel on April 13, 2026
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.
Read Answer Asked by Judith on April 12, 2026
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.
Read Answer Asked by Michael on April 12, 2026
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
Read Answer Asked by Nick on April 12, 2026
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
Read Answer Asked by Sandra on April 11, 2026
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
Read Answer Asked by John on April 11, 2026
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