Investment Q&A

• POET Technologies Inc. (PTK $7.38)
  • $7.38 Cap: $669M
  • View PTK Profile
  • View Questions on PTK
• Micron Technology Inc. (MU $746.81)
  • $746.81 P/E (TTM): 30.53X Cap: $842.20B
  • View MU Profile
  • View Questions on MU
• 5N Plus Inc. (VNP $37.60)
  • $37.60 P/E (TTM): 48.11X Cap: $3.38B
  • View VNP Profile
  • View Questions on VNP
• Advanced Micro Devices Inc. (AMD $455.19)
  • $455.19 P/E (TTM): 154.14X Cap: $742.23B
  • View AMD Profile
  • View Questions on AMD
• Amkor Technology Inc. (AMKR $76.61)
  • $76.61 P/E (TTM): 47.86X Cap: $19.14B
  • View AMKR Profile
  • View Questions on AMKR
• EnerSys (ENS $229.82)
  • $229.82 P/E (TTM): 27.63X Cap: $8.21B
  • View ENS Profile
  • View Questions on ENS
• Vertiv Holdings LLC Class A (VRT $339.97)
  • $339.97 P/E (TTM): 99.71X Cap: $130.58B
  • View VRT Profile
  • View Questions on VRT
• Ouster Inc. (OUST $25.20)
  • $25.20 Cap: $1.60B
  • View OUST Profile
  • View Questions on OUST

Q: I'm considering buying the following: MU, VRT, ENS, POET, VNP, AMD, OUST, AMKR..... Could you please order them in terms of anticipated returns, and ones you would buy first? Thank you!

Upvote 7

Read Answer Asked by Judith on April 27, 2026

• Alphabet Inc. (GOOGL $400.80)
  • $400.80 P/E (TTM): 36.82X Cap: $4.85T
  • View GOOGL Profile
  • View Questions on GOOGL
• Tesla Inc. (TSLA $428.35)
  • $428.35 P/E (TTM): 377.79X Cap: $1.60T
  • View TSLA Profile
  • View Questions on TSLA

Q: does Tesla and Google have shares in Space X? If so is this a way to play the Space X story?

Thanks Dave

Upvote 3

Read Answer Asked by Dave on April 27, 2026

• Lockheed Martin Corporation (LMT $506.51)
  • $506.51 P/E (TTM): 23.84X Cap: $116.78B
  • View LMT Profile
  • View Questions on LMT
• Northrop Grumman Corporation (NOC $549.52)
  • $549.52 P/E (TTM): 17.31X Cap: $78.05B
  • View NOC Profile
  • View Questions on NOC
• Kratos Defense & Security Solutions Inc. (KTOS $57.89)
  • $57.89 P/E (TTM): 438.46X Cap: $10.85B
  • View KTOS Profile
  • View Questions on KTOS
• RTX Corporation (RTX $176.09)
  • $176.09 P/E (TTM): 33.17X Cap: $237.13B
  • View RTX Profile
  • View Questions on RTX
• Ondas Inc (ONDS $9.06)
  • $9.06 Cap: $4.41B
  • View ONDS Profile
  • View Questions on ONDS

Q: Is it still time to be in defense stocks today ? If yes, witch ones and please specify in order of preference. Thanks.

Upvote 7

Read Answer Asked by Frank on April 27, 2026

• Prudential Financial Inc. (PRU $100.81)
  • $100.81 P/E (TTM): 9.95X Cap: $34.98B
  • View PRU Profile
  • View Questions on PRU

Q: Why did Prudential s stock go down ?I already hold some in my portfolio.Is it a good opportunity to buy more ,or is it better to sell?
Thanks !
Nancy

Upvote 1

Read Answer Asked by Nancy on April 27, 2026

• Tractor Supply Company (TSCO $30.65)
  • $30.65 P/E (TTM): 15.41X Cap: $16.07B
  • View TSCO Profile
  • View Questions on TSCO

Q: After last earnings report is Tractor Supply Company still a long term hold or sell?
Thanks

Upvote 1

Read Answer Asked by Ben on April 27, 2026

• RTX Corporation (RTX $176.09)
  • $176.09 P/E (TTM): 33.17X Cap: $237.13B
  • View RTX Profile
  • View Questions on RTX

Q: Good morning 5i,

At what price point does RTX become a favourable buy again? And has something crucial changed with it?

Thank you.

Upvote 3

Read Answer Asked by Adam on April 24, 2026

• RTX Corporation (RTX $176.09)
  • $176.09 P/E (TTM): 33.17X Cap: $237.13B
  • View RTX Profile
  • View Questions on RTX

Q: A bit weak lately. I would have thought with all the world unrest and "ammo" in high demand and being expended that they would be showing more strength. Thoughts please. Thanks

Upvote 3

Read Answer Asked by Stephen on April 24, 2026

• COMPASS Pathways Plc (CMPS $9.91)
  • $9.91 Cap: $1.27B
  • View CMPS Profile
  • View Questions on CMPS

Q: Psychedelic drug stocks are surging after Trump's order to fast-track development for medical use.

Any you would suggest to buy a small amount? Canada or US?
Thank you.

Upvote 2

Read Answer Asked by Ross on April 24, 2026

• Ichor Holdings (ICHR $74.42)
  • $74.42 Cap: $2.58B
  • View ICHR Profile
  • View Questions on ICHR
• iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $520.30)
  • $520.30 P/E (TTM): 41.07X Cap: $33.66B
  • View SOXX Profile
  • View Questions on SOXX
• Cohu Inc. (COHU $49.54)
  • $49.54 Cap: $2.33B
  • View COHU Profile
  • View Questions on COHU
• FormFactor Inc. (FORM $147.87)
  • $147.87 P/E (TTM): 212.76X Cap: $11.62B
  • View FORM Profile
  • View Questions on FORM
• VanEck Vectors Semiconductor ETF (SMH $566.54)
  • $566.54 P/E (TTM): 33.74X Cap: $65.93B
  • View SMH Profile
  • View Questions on SMH
• Aehr Test Systems (AEHR $97.23)
  • $97.23 Cap: $3.12B
  • View AEHR Profile
  • View Questions on AEHR

Q: Looking at these 4 as confirmation of AI buildout. Do you agree? If so, would you advise taking position individually [please rank] or as a package [equal weight]? Or, on a risk/reward assessment, please recommend better investment choice for AI buildout [stocks or ETFs]. Thanks

Upvote 1

Read Answer Asked by sam on April 24, 2026

• Vicor Corporation (VICR $256.47)
  • $256.47 P/E (TTM): 100.13X Cap: $11.91B
  • View VICR Profile
  • View Questions on VICR

Q: Can you give an opinion on Vicor.
Thank You
Peter

Upvote 1

Read Answer Asked by Peter on April 24, 2026

• ServiceNow Inc. (NOW $91.18)
  • $91.18 P/E (TTM): 55.97X Cap: $94B
  • View NOW Profile
  • View Questions on NOW

Q: Could you please comment on their latest earnings and the market reaction? Thank you

Upvote 3

Read Answer Asked by Brent on April 24, 2026

• Planet Labs PBC Class A (PL $39.04)
  • $39.04 Cap: $13.51B
  • View PL Profile
  • View Questions on PL
• Firefly Aerospace Inc. (FLY $39.68)
  • $39.68 Cap: $5.40B
  • View FLY Profile
  • View Questions on FLY

Q: Hello Team,

What do you think of PL and its valuation now. The stock has been on a tear. Is it still burning through too much cash? How far are they from profitability? What rating do give their balance sheet? Would you invest in it today despite its very high valuation? Or will you wait for it to consolidate? Do you think that will happen after the War with Iran?

Would FLY be a good compliment to PL, given the increased interest in all things space? Or would invest in one only?

I appreciate your unbiased insight, Always! :)

Upvote 2

Read Answer Asked by Saeed on April 24, 2026

• Firefly Aerospace Inc. (FLY $39.68)
  • $39.68 Cap: $5.40B
  • View FLY Profile
  • View Questions on FLY

Q: Peter; Would you add some here ? Thanks.
Rod

Upvote 2

Read Answer Asked by Rodney on April 24, 2026

• EnerSys (ENS $229.82)
  • $229.82 P/E (TTM): 27.63X Cap: $8.21B
  • View ENS Profile
  • View Questions on ENS
• Ondas Inc (ONDS $9.06)
  • $9.06 Cap: $4.41B
  • View ONDS Profile
  • View Questions on ONDS
• UiPath Inc. Class A (PATH $10.79)
  • $10.79 P/E (TTM): 21.02X Cap: $5.65B
  • View PATH Profile
  • View Questions on PATH
• Ouster Inc. (OUST $25.20)
  • $25.20 Cap: $1.60B
  • View OUST Profile
  • View Questions on OUST
• Firefly Aerospace Inc. (FLY $39.68)
  • $39.68 Cap: $5.40B
  • View FLY Profile
  • View Questions on FLY

Q: Hello,

I have a relatively small position in UIpath Inc. and the stock price is now down about 40% since I purchased it.

Might it be time to move on, and if so, how would you rank the following in terms of potential replacements: OUST, ENS, FLY, ONDS.

Thanks very much,

Brad

Upvote 4

Read Answer Asked by Bradley on April 24, 2026

• Beyond Meat Inc. (BYND $0.83)
  • $0.83 Cap: $429M
  • View BYND Profile
  • View Questions on BYND

Q: Lots of volume and some nice gains lately!
Your analysis and guidance would be greatly appreciated here!
Thanx as usual
Gary

Upvote 1

Read Answer Asked by Gary on April 24, 2026

• Intuitive Surgical Inc. (ISRG $450.06)
  • $450.06 P/E (TTM): 55.1X Cap: $159.39B
  • View ISRG Profile
  • View Questions on ISRG
• KKR & Co. Inc. (KKR $102.52)
  • $102.52 P/E (TTM): 42.88X Cap: $91.40B
  • View KKR Profile
  • View Questions on KKR
• Blackstone Inc. (BX $123.77)
  • $123.77 P/E (TTM): 31.53X Cap: $91.85B
  • View BX Profile
  • View Questions on BX
• Brookfield Corporation Class A Limited (BN $47.08)
  • $47.08 P/E (TTM): 84.9X Cap: $105.42B
  • View BN Profile
  • View Questions on BN

Q: Hi, I have 7% BN and 1% KKR, BX & ISRG each. With ISRG/BX first quarter results out , i am thinking of bumping up from 1% to half position. Your suggestions please. Thanks S

Upvote 3

Read Answer Asked by S on April 24, 2026

• Texas Instruments Incorporated (TXN $287.80)
  • $287.80 P/E (TTM): 52.24X Cap: $261.92B
  • View TXN Profile
  • View Questions on TXN

Q: I’m very pleased with the nice bump from TXN today - can you please summarize their quarterly report?

Upvote 2

Read Answer Asked by Robert on April 24, 2026

• Adobe Inc. (ADBE $253.04)
  • $253.04 P/E (TTM): 14.95X Cap: $102.27B
  • View ADBE Profile
  • View Questions on ADBE

Q: Hi there,

Any news on Adobe today? It seems to be quite volatile lately - would you be interested in it at today’s price?

Thanks.

Upvote 1

Read Answer Asked by Robert on April 24, 2026

• Thermo Fisher Scientific Inc (TMO $465.00)
  • $465.00 P/E (TTM): 26.75X Cap: $172.80B
  • View TMO Profile
  • View Questions on TMO

Q: TMO seemed to be doing well but on April 23, following its reporting, Thermo Fisher's share price took a big hit. What is your view of its earnings ? Going forward do you see it as a favourable investment? And why or why not? Many thanks for your excellent service.

Upvote 3

Read Answer Asked by Leonard on April 24, 2026

• Strategy Inc (MSTR $187.59)
  • $187.59 Cap: $65.73B
  • View MSTR Profile
  • View Questions on MSTR
• Strategy Inc (STRC $99.99)
  • $99.99 Cap: $63.02B
  • View STRC Profile
  • View Questions on STRC

Q: These companies seem to be too good to be true. Are they?

Upvote 2

Read Answer Asked by michael on April 24, 2026