Investment Q&A

Q: what are your thoughts on this company please?

Q: Hi,
Seeing the drop in NVDA makes me wonder if the talk that Meta is considering buying chips from GOOGL would really reduce NVDA's value this much? If you could weigh in with any comments and thoughts you have regarding this mornings drop I'd love to hear them!
Thanks!
D

Q: What are your favorite stocks in the infrastructure space,one each in Canada and the U.S. and also is there an etf in this area that you like?
Thank you

Q: Hello,

Now that Honeywell has spun out SOLS, is the spin off worth keeping?

Thanks.

Q: What are your thoughts on ASP Isotope’s latest quarter? The share price has taken a hit and is back at early 2025 levels. Do you think it has potential as a speculative small cap?

Q: Have been following this interesting stock for a while now and would love a breakdown of it's merits and outlook and would you recommend a small position?

Q: Uber has had a pretty significant decline in the last short while. Do you see any news to explain this or any idea what has caused this? Thanks for your excellent service.

Q: Could you please rank the above industrial stocks in order for purchase now? I currently hold some and looking to add 1 or 2 more. Thank you

Q: Hello fantastic team,
Could I have your thoughts on Amazon please. I am thinking adding ...
Many thanks

Q: What do you not like about PYPL?
Would YOU buy it considering low PE ratio and future growth prospects?

Q: Hello,
Can you comment on earnings from Sharplink and Bitmine Immersion please? Also, can you explain , how BitMine revenue of $6.1 M can generate Net Income of $348 M, "Bitmine Immersion Technologies reported full-year results with revenue rising to US$6.1 million and net income jumping to US$348.58 million, a sharp reversal from a net loss the previous year, and also announced appointments of a new CEO, Chi Tsang, and three new independent directors to its Board." Thanks very much.

Q: SKWD has been treading water for a while now. What do you think of their prospects moving forward?

Q: corweave and nebius both got hammered in november, i know you had nebius as a top pick when you were on bnn.it went straight up then straight doen.
which do you prefer now and why.would you buy both or stay away. dave

Q: What would be your US stocks for tax loss selling?
Thank you so much. Lorraine

Q: ZenaTech - ZENA on the Nasdaq, looks like an interesting product offering, would you consider it investable? Another company with the same product that you like better?
Thanks

Q: Hi Team,
Do you still consider Srad and Geni solid growth names? I own both in moderation at a loss. Wondering if they are worth holding or if you would trade them in for any other “better” ideas at the moment? 10yr hold.

Shane

Q: goog msft, and amzn together constitute 39% of my portfolio. Is this too much? Would you reduce some or all? Are gsy and png still among your top picks? Thanks Jim

Q: What is your opinion of J post their earnings release? Quite a negative reaction to what looks like a decent future? Thanks.

Q: Do you recommend moving on at this point given the buyout by Abbott? Would you consider waiting it out until 2026 to defer taxes?

Q: Hi 5i Team,

I have been researching the financing models of neocloud operators. It appears that these companies are financing their GPU infrastructure investments at capital costs that significantly exceed their return on invested capital (ROIC). In other words, their cost of capital is materially higher than their ROIC, resulting in a value destruction dynamic where each dollar of new capital deployed actually destroys economic value rather than creating it.

This situation raises questions about sustainability:

1. How are CoreWeave, Nebius, and similar operators financing these substantial infrastructure buildouts, given the mismatch between capital costs and ROIC? Is this model sustainable in the long term, or does it rely on continuous refinancing and favourable market sentiment?

2. Considering Galaxy Digital's recent announcements regarding data center partnerships and infrastructure initiatives, how exposed is Galaxy Digital to these neocloud operators? What percentage of GLXY's revenue or growth expectations is tied to these relationships?

3. If the neocloud financing model proves unsustainable, meaning operators like CoreWeave or Nebius encounter difficulties with refinancing or solvency, what impact would that have on Galaxy Digital's business and financial projections?

I would appreciate your perspective on whether this concern regarding capital structure is reflected in GLXY's valuation, or if it poses an underappreciated risk for investors.

Thank you for your continued insights and research.

Best regards,

Matt