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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 5I
I own both SMCI and NBIS. I’ve done very well with both, but my question is is about moving some or all funds from SMCI to NBIS for the reason NBIS may be a much better company.
Volatility doesn’t bother me, just looking at potential end results. Thanks very much for putting me on these two names as I’ve very well
Maurice
Read Answer Asked by Maurice on August 21, 2025
Q: Could you please provide your analysis of GE Vernova.

We have been interested in the Co, for exposure to Power Infrastructure sector/Nuclear. However, stock has continued to march to new highs, except for past 2 weeks, following a general weakness in most momentum names.

Do you like the Company and would you be comfortable buying at current levels, say $600. after the pull back ? ( More so, stock exhibiting a little bit of support around $585-$595, in Wednesday's trading ).

Thank You
Read Answer Asked by rajeev on August 21, 2025
Q: In light of PLTR’s decline now can you think of other similar companies from the past that have come back and become market staples now…. Like an apple, Microsoft. Or an industrial or energy stock ? Or is PLTR such an anomaly that a more significant drop might be in the offing?
Read Answer Asked by Donald on August 21, 2025
Q: Sorry, yet again another NBIS & CRWV question.

You say you prefer NBIS over CRWV because of valuation. But I'm also curious if you are a fan of their other non-"Nebius AI" product like Toloka, TripleTen, AvRide.

Seems CRWV is more of a pureplay on what Nebius AI does?
Read Answer Asked by B on August 21, 2025
Q: B. RILY Financial Corp. (RILY:US) seems to be in the middle of a dramatic turnaround after an ugly 3 years. In your estimation is this turnaround "real" or just a possible short-term trading opportunity?
Many thanks,
David
Read Answer Asked by David on August 20, 2025
Q: These are my current holdings. Can you suggest 2 usa names to add to this list which might be complementary? I was thinking about NXT but it's jumped today. I would like to add two names that are not at 52 week highs but yet, are also "growthy." Maybe something that has pulled back irrationally like a NXT or UNH (prior to the big gains today). Thank you,

Jason
Read Answer Asked by Jason on August 20, 2025
Q: Good Afternoon
I am attempting to diversify away from NVDA due to its large percentage of my holdings. I also have good gains in both NBIS and VRT although I am comfortable with their current weighting and both have room to grow. Assuming all 3 will somewhat move in unison does it make more sense to pick a non AI related stock rather than add to NBIS and VRT? If that is the case can you give me suggestions on what to add?
Thank you
Read Answer Asked by Marty on August 20, 2025
Q: I already have a little of NBIS. I am wondering if I should get into a CRWV position now that the price has dipped.

Otherwise, I would to my small NBIS position (80 shares @ USD 40).

At what price would you start a half position in CRWV? At what price would add to an existing NBIS position.
Read Answer Asked by V on August 20, 2025
Q: I hold these 3 stocks for income and have seen capital erosion in recent years with weakness in the telecom sector. In terms of industry concentration, how much overlap is there between the three (Telus has held up best), would you recommend letting one or two of them go, which one(s), and what would you recommend in the general sector as a replacement (US or Cdn)?

In particular, I am curious about BCE's prospects following the US acquisition after selling MLSE stake, dividend cut, debt, and scaling back of capex.
Read Answer Asked by Benjamin on August 20, 2025
Q: I have a question about 2514 Greetings:

It has been a long time since a question has been asked about CHKP. I own 500 shares and it has fallen significantly. After reviewing previous questions I would say that your present picks would be PANW and Fortinet. Why is cybersecurity in such a slump? What is the one year outlook for CHKP? Should I switch to PANW?


Thanks,

BEN.
Read Answer Asked by BEN on August 19, 2025
Q: Hi 5i,

Thanks for the podcast section on crypto. Very much enjoyed it.

If you could only buy and hold two of these for a med to long term, which would you choose? (Any particular reasons why?)

TIA!
Read Answer Asked by Wayne on August 19, 2025
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