Investment Q&A

• Adobe Inc. (ADBE $269.39)
  • $269.39 P/E (TTM): 16.58X Cap: $114.82B
  • View ADBE Profile
  • View Questions on ADBE

Q: Adbe performance has been terrible of late.Can you provide a current outlook?thx

Upvote 2

Read Answer Asked by Kim on January 19, 2026

• Broadcom Inc. (AVGO $310.51)
  • $310.51 P/E (TTM): 67.44X Cap: $1.46T
  • View AVGO Profile
  • View Questions on AVGO
• Alphabet Inc. (GOOG $331.33)
  • $331.33 P/E (TTM): 33.63X Cap: $4.01T
  • View GOOG Profile
  • View Questions on GOOG
• KLA Corporation (KLAC $1,331.03)
  • $1,331.03 P/E (TTM): 42.59X Cap: $171.34B
  • View KLAC Profile
  • View Questions on KLAC
• Lam Research Corporation (LRCX $213.31)
  • $213.31 P/E (TTM): 50.79X Cap: $261.96B
  • View LRCX Profile
  • View Questions on LRCX
• Microsoft Corporation (MSFT $393.67)
  • $393.67 P/E (TTM): 29.25X Cap: $2.92T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $171.88)
  • $171.88 P/E (TTM): 44.75X Cap: $4.23T
  • View NVDA Profile
  • View Questions on NVDA
• Amphenol Corporation (APH $127.63)
  • $127.63 P/E (TTM): 49.02X Cap: $156.22B
  • View APH Profile
  • View Questions on APH
• Rockwell Automation Inc. (ROK $406.70)
  • $406.70 P/E (TTM): 56.18X Cap: $45.66B
  • View ROK Profile
  • View Questions on ROK
• Arista Networks Inc. (ANET $128.67)
  • $128.67 P/E (TTM): 52.8X Cap: $164.05B
  • View ANET Profile
  • View Questions on ANET
• Vertiv Holdings LLC Class A (VRT $177.75)
  • $177.75 P/E (TTM): 68.89X Cap: $67.95B
  • View VRT Profile
  • View Questions on VRT

Q: With regards to 5i AI special report is there any advice for members as to where to start. There are a lot of companies in your report. Maybe if you could narrow things down to 5 or 6 companies from different areas of AI that could be a core holding.Thank-you for the report and helping me to understand theAI process.
THX

Upvote 46

Read Answer Asked by blake on January 19, 2026

• NVIDIA Corporation (NVDA $171.88)
  • $171.88 P/E (TTM): 44.75X Cap: $4.23T
  • View NVDA Profile
  • View Questions on NVDA
• Nebius Group N.V. (NBIS $73.87)
  • $73.87 Cap: $17.58B
  • View NBIS Profile
  • View Questions on NBIS

Q: Hello
Curious as to why the company had 7.4 Billion in sales in 2022 but only 21Million in 2023 and 118Million in 2024.

Could you explain why you like it so much and could a person own it and NVDA?

Thanks
jeff

Upvote 16

Read Answer Asked by JEFF on January 19, 2026

• Sandisk Corporation (SNDK $576.20)
  • $576.20 Cap: $85.02B
  • View SNDK Profile
  • View Questions on SNDK

Q: With its parabolic rise over the last year and especially three months is SNDK out over its skis or still buyable at this level?

Upvote 4

Read Answer Asked by Kim on January 19, 2026

• Robinhood Markets Inc. (HOOD $72.68)
  • $72.68 P/E (TTM): 36.28X Cap: $65.35B
  • View HOOD Profile
  • View Questions on HOOD

Q: Why it is dropping? Is this good entry point?

Upvote 6

Read Answer Asked by Milan on January 18, 2026

• T-Mobile US Inc. (TMUS $201.86)
  • $201.86 P/E (TTM): 19.42X Cap: $225.78B
  • View TMUS Profile
  • View Questions on TMUS

Q: I bought this stock last summer and I'm down 18%. My plan is to hold it long-term, and based on this, I was wondering if it makes sense to add to it.

Upvote 1

Read Answer Asked by Brendan on January 18, 2026

• Firan Technology Group Corporation (FTG $14.45)
  • $14.45 P/E (TTM): 36.6X Cap: $363M
  • View FTG Profile
  • View Questions on FTG
  • View Reports on FTG
• kneat.com inc. (KSI $4.05)
  • $4.05 Cap: $386M
  • View KSI Profile
  • View Questions on KSI
  • View Reports on KSI
• WELL Health Technologies Corp. (WELL $3.91)
  • $3.91 Cap: $1.04B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Eagle Materials Inc (EXP $223.22)
  • $223.22 P/E (TTM): 16.92X Cap: $7.01B
  • View EXP Profile
  • View Questions on EXP
• nVent Electric plc (NVT $113.87)
  • $113.87 P/E (TTM): 65.21X Cap: $18.37B
  • View NVT Profile
  • View Questions on NVT
• VPN Technologies (VPN)
  • Cap: $5M
  • View VPN Profile
  • View Questions on VPN
• Ondas Inc (ONDS $8.48)
  • $8.48 Cap: $3.58B
  • View ONDS Profile
  • View Questions on ONDS
• Genius Sports Limited (GENI $6.19)
  • $6.19 Cap: $2.04B
  • View GENI Profile
  • View Questions on GENI
• Cellebrite DI Ltd. (CLBT $13.59)
  • $13.59 Cap: $3.34B
  • View CLBT Profile
  • View Questions on CLBT
• Sportradar Group AG (SRAD $17.05)
  • $17.05 Cap: $5.29B
  • View SRAD Profile
  • View Questions on SRAD
• Propel Holdings Inc. (PRL $24.02)
  • $24.02 P/E (TTM): 11.31X Cap: $945M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• Sezzle Inc. (SEZL $59.52)
  • $59.52 Cap: $2.03B
  • View SEZL Profile
  • View Questions on SEZL
• Groupe Dynamite Inc. Subordinate voting shares (GRGD $72.23)
  • $72.23 P/E (TTM): 48.31X Cap: $7.82B
  • View GRGD Profile
  • View Questions on GRGD
• Karman Holdings Inc. (KRMN $89.78)
  • $89.78 P/E (TTM): 1596.0X Cap: $11.87B
  • View KRMN Profile
  • View Questions on KRMN
• Ouster Inc. (OUST $17.30)
  • $17.30 Cap: $1.03B
  • View OUST Profile
  • View Questions on OUST

Q: Hello Team,

I don't currently own any of the noted stocks, can you rank them in order in which you would purchase today based on a 2-3 year return. Thanks.

Upvote 8

Read Answer Asked by Kevin on January 18, 2026

• Intuit Inc. (INTU $434.91)
  • $434.91 P/E (TTM): 29.81X Cap: $124.06B
  • View INTU Profile
  • View Questions on INTU
• Lam Research Corporation (LRCX $213.31)
  • $213.31 P/E (TTM): 50.79X Cap: $261.96B
  • View LRCX Profile
  • View Questions on LRCX
• Ouster Inc. (OUST $17.30)
  • $17.30 Cap: $1.03B
  • View OUST Profile
  • View Questions on OUST

Q: Good morning,

Is the recent significantly negative momentum with Intuit a sign that it's time to move on? If changing course, would you endorse a move to LAM Research or Ouster?

Thank you!

Brad

Upvote 1

Read Answer Asked by Bradley on January 17, 2026

• Amazon.com Inc. (AMZN $222.69)
  • $222.69 P/E (TTM): 33.7X Cap: $2.49T
  • View AMZN Profile
  • View Questions on AMZN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $66.64)
  • $66.64 P/E (TTM): 29.35X Cap: $107.33B
  • View BAM Profile
  • View Questions on BAM

Q: Any reasons for the recent weakness of BAM & AMZN? Timely to buy Amzn and what is good entry prices in US$ and Can$?Please comment on Amzn especially re its AI and holiday sales.Txs for u usual great services & views

Upvote 4

Read Answer Asked by Peter on January 17, 2026

• Amazon.com Inc. (AMZN $222.69)
  • $222.69 P/E (TTM): 33.7X Cap: $2.49T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $331.33)
  • $331.33 P/E (TTM): 33.63X Cap: $4.01T
  • View GOOG Profile
  • View Questions on GOOG

Q: I have a resource, bank and reit focused portfolio with very little tech exposure (apple). I'm considering a position in both google and amazon. Do think this is as good a time as any to buy and how much of a position would you recommend?
Thanks!
Dave

Upvote 5

Read Answer Asked by David on January 17, 2026

• Honeywell International Inc. (HON $233.85)
  • $233.85 P/E (TTM): 24.33X Cap: $148.46B
  • View HON Profile
  • View Questions on HON
• Procter & Gamble Company (The) (PG $158.61)
  • $158.61 P/E (TTM): 22.67X Cap: $368.60B
  • View PG Profile
  • View Questions on PG

Q: Hello, Would you buy either Honeywell or Pg currently?
Thank you.

Upvote 2

Read Answer Asked by Lorraine on January 16, 2026

• Electrovaya Inc. (ELVA $11.21)
  • $11.21 P/E (TTM): 128.96X Cap: $472M
  • View ELVA Profile
  • View Questions on ELVA

Q: Hi. I am looking for a small cap for the speculative portion of my portfolio. Can I get your thoughts on these companies. Would you consider any of these names worth buying?
Thank-you. ABBAX, Better Home and Finance.

Upvote 1

Read Answer Asked by Antonio on January 16, 2026

• Broadcom Inc. (AVGO $310.51)
  • $310.51 P/E (TTM): 67.44X Cap: $1.46T
  • View AVGO Profile
  • View Questions on AVGO
• NVIDIA Corporation (NVDA $171.88)
  • $171.88 P/E (TTM): 44.75X Cap: $4.23T
  • View NVDA Profile
  • View Questions on NVDA
• Tesla Inc. (TSLA $397.21)
  • $397.21 P/E (TTM): 281.31X Cap: $1.49T
  • View TSLA Profile
  • View Questions on TSLA
• Axon Enterprise Inc. (AXON $399.65)
  • $399.65 P/E (TTM): 135.85X Cap: $31.72B
  • View AXON Profile
  • View Questions on AXON
• Robinhood Markets Inc. (HOOD $72.68)
  • $72.68 P/E (TTM): 36.28X Cap: $65.35B
  • View HOOD Profile
  • View Questions on HOOD

Q: Hi 5i team!

What are your top 5 US growth stocks that you feel comfortable buying today in the current climate irrespective of sector? I’m ok with a medium level of volatility.
Thank you!

Upvote 15

Read Answer Asked by Josh on January 16, 2026

• Kratos Defense & Security Solutions Inc. (KTOS $85.25)
  • $85.25 P/E (TTM): 702.54X Cap: $14.39B
  • View KTOS Profile
  • View Questions on KTOS
• Karman Holdings Inc. (KRMN $89.78)
  • $89.78 P/E (TTM): 1596.0X Cap: $11.87B
  • View KRMN Profile
  • View Questions on KRMN

Q: Hi
Between KTOS and KRMN which would be the pick today and why.
Thanks

Upvote 6

Read Answer Asked by Marco on January 16, 2026

• Figma Inc. Class A (FIG $22.20)
  • $22.20 Cap: $11.15B
  • View FIG Profile
  • View Questions on FIG

Q: What do you think about this company now that the stock price has come back down? What is the forward valuation outlook, debt, management etc? Would you buy here/how much does it matter about the share lockup expiring soon?

Upvote 2

Read Answer Asked by Max on January 16, 2026

• Joby Aviation Inc. (JOBY $9.46)
  • $9.46 Cap: $9.10B
  • View JOBY Profile
  • View Questions on JOBY
• Archer Aviation Inc. Class A (ACHR $6.49)
  • $6.49 Cap: $4.22B
  • View ACHR Profile
  • View Questions on ACHR
• Vertical Aerospace Ltd. (EVTL $4.06)
  • $4.06 Cap: $405M
  • View EVTL Profile
  • View Questions on EVTL

Q: Is 2026 the year EVOL moves more in to a real business model? ACHR and JOBY apparently may have first commercial flights. There is the Chinese EH Holdings that apparently is already offering them. What do you see as a strategy, if you believe this will become more mainstream at some point. Continue to wait for now? Take starter positions in a couple? Buy an ETF?

Upvote 2

Read Answer Asked by Kel on January 15, 2026

• CompoSecure Inc. Class A (CMPO)
  • Cap: $7.27B
  • View CMPO Profile
  • View Questions on CMPO

Q: Can I please have your opinion on CMPO? Is there a path forward for huge growth in metal cards? For retail isn't the trend away from physical cards? Not sure what I'm missing but there seems to be growth here.

Upvote 1

Read Answer Asked by Kel on January 15, 2026

• Zimmer Biomet Holdings Inc. (ZBH $88.73)
  • $88.73 P/E (TTM): 21.44X Cap: $17.58B
  • View ZBH Profile
  • View Questions on ZBH
• iShares U.S. Medical Devices ETF (IHI $57.93)
  • $57.93 P/E (TTM): 30.04X Cap: $3.58B
  • View IHI Profile
  • View Questions on IHI

Q: Do you have any guidance with this company as investable and is there an ETF or mutual fund focused on robotic medical devices or software.

Upvote 2

Read Answer Asked by Tim on January 15, 2026

• Corcept Therapeutics Incorporated (CORT $38.36)
  • $38.36 P/E (TTM): 46.78X Cap: $4.22B
  • View CORT Profile
  • View Questions on CORT

Q: Could you provide a current opinion of this corporation, and also of the ongoing legal investigations? (The last question was 5 years ago, with a fairly upbeat response.)
Thank you!
Chris M

Upvote 1

Read Answer Asked by chris on January 15, 2026

• EnerSys (ENS $159.32)
  • $159.32 P/E (TTM): 21.64X Cap: $5.87B
  • View ENS Profile
  • View Questions on ENS
• Reddit Inc. Class A (RDDT $151.05)
  • $151.05 P/E (TTM): 26.94X Cap: $28.93B
  • View RDDT Profile
  • View Questions on RDDT

Q: Hi Team,
I am debating trimming some of my RDDT shares to buy an initial position in ENS. Would you endorse this move or no? Which of these 2 names do you see as having the most potential over the next few years? I am a bit torn as I really like the potential I think RDDT has, but also am intrigued over the market opportunity ENS may have in the coming years. Could you do a quick comparison of growth rates and market potential for both?

Thanks,
Shane.

Upvote 3

Read Answer Asked by Shane on January 15, 2026