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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: Hi Peter,

I have a question about Nvidia’s proposed $100 billion investment in OpenAI. From my understanding, the funds will be used to purchase Nvidia’s own GPUs. How should investors interpret this circular funding in terms of valuation integrity and long-term sustainability? Does it raise red flags about inflated revenue or distorted market signals? Considering the deep entanglement between Nvidia, OpenAI, and Microsoft, at what point does this trio resemble a functional monopoly in the AI ecosystem? If it walks and quacks like a duck, it is a duck! Is it time for regulators or competitors like Google and AMD to step in and balance the power? I doubt the government knows or will to do anything. I would love to hear your perspective.

Best,
Matt
Read Answer Asked by Matt on September 23, 2025
Q: Hello 5i,
I’ve been viewing that US may at some point use stable coins to eliminate the debt. Is this possible? Could digital currency become the new gold? Please suggest some trusted sources where I could learn more about this, implications of wide spread adoption on the economy and the impact on physical gold. Thank you.
Read Answer Asked by Brad on September 23, 2025
Q: hi folks...doing dd on Tssi/q...seems pretty interesting company, and huge run in 24, & pullback in 25, with $58M finance @ $17/share...however...company in Data Centre A.I. sector, and read, they are moving from 80k sq ft facility...to new 200,000 sq ft facility in Texas (is this accurate??)...I believe there only customer is Dell??, or have they signed new contracts/customers, started 1/2 position at $15.29...what's your opinion on company/stock, thanks as always, jb
Read Answer Asked by John on September 23, 2025
Q: Small US defense stocks soar on rush for next-gen battlefield tech.

Any you would recommend?

Thank you.
Read Answer Asked by Ross on September 23, 2025
Q: Hi,
How would you reconcile the fed's rate cut and indication of two more; with slowing economy, job growth and housing sector? Would you invest now and if so, any favorite amongst the three?
Read Answer Asked by Rajiv on September 22, 2025
Q: Hello ,
Are the US banks still a good buy or are the PEs getting too high? I was thinking of an etf or JPM? Any thoughts please. Also, what is causing the renewables to surge as the etf is perking up.. Much appreciate it.
Read Answer Asked by umedali on September 22, 2025
Q: I've held ACN for a number of years for their blue chip quality and research investments in blockchain. It appears the market believes IT consultants and software firms will be left behind in the AI future. I'm wondering if its too early to make that call and patience is needed, or if ACN is in a declining industry. Appreciate your thoughts.
Read Answer Asked by Mike on September 22, 2025
Q: In your answer to a recent question from Tim about how to prepare for an inevitable market correction, you suggested holding stocks in defensive areas of Consumer Staples, Utilities, and Healthcare, Can you pls provide 5-6 names in each of those areas that you would want to hold. A mix of Cdn and US would be great. Thank you for your excellent service.
Read Answer Asked by Leonard on September 20, 2025
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