Investment Q&A

• Ichor Holdings (ICHR $73.28)
  • $73.28 Cap: $2.67B
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• iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $515.99)
  • $515.99 P/E (TTM): 37.71X Cap: $34.62B
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• Cohu Inc. (COHU $49.32)
  • $49.32 Cap: $2.41B
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• FormFactor Inc. (FORM $132.02)
  • $132.02 P/E (TTM): 217.46X Cap: $11.62B
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• VanEck Vectors Semiconductor ETF (SMH $561.25)
  • $561.25 P/E (TTM): 33.74X Cap: $64.71B
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• Aehr Test Systems (AEHR $96.72)
  • $96.72 Cap: $3.35B
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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 $292.53)
  • $292.53 P/E (TTM): 98.26X Cap: $11.91B
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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 $89.00)
  • $89.00 P/E (TTM): 54.53X Cap: $94.32B
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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 $40.68)
  • $40.68 Cap: $14.48B
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• Firefly Aerospace Inc. (FLY $39.32)
  • $39.32 Cap: $6.35B
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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 $39.32)
  • $39.32 Cap: $6.35B
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Q: Peter; Would you add some here ? Thanks.
Rod

Upvote 2

Read Answer Asked by Rodney on April 24, 2026

• EnerSys (ENS $232.64)
  • $232.64 P/E (TTM): 28.48X Cap: $8.72B
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• Ondas Inc (ONDS $9.04)
  • $9.04 Cap: $4.61B
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• UiPath Inc. Class A (PATH $10.01)
  • $10.01 P/E (TTM): 20.75X Cap: $5.58B
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• Ouster Inc. (OUST $27.10)
  • $27.10 Cap: $1.70B
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• Firefly Aerospace Inc. (FLY $39.32)
  • $39.32 Cap: $6.35B
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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 $0.79)
  • $0.79 Cap: $416M
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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 $431.87)
  • $431.87 P/E (TTM): 54.69X Cap: $148.76B
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• KKR & Co. Inc. (KKR $99.47)
  • $99.47 P/E (TTM): 43.81X Cap: $89.30B
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• Blackstone Inc. (BX $122.76)
  • $122.76 P/E (TTM): 31.9X Cap: $90.18B
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• Brookfield Corporation Class A Limited (BN $45.90)
  • $45.90 P/E (TTM): 86.14X Cap: $103.52B
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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 $295.17)
  • $295.17 P/E (TTM): 52.71X Cap: $270.98B
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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 $240.83)
  • $240.83 P/E (TTM): 14.75X Cap: $99.49B
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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 $459.30)
  • $459.30 P/E (TTM): 26.21X Cap: $168.19B
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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 $184.42)
  • $184.42 Cap: $68.66B
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• Strategy Inc (STRC $99.99)
  • $99.99 Cap: $63.02B
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Q: These companies seem to be too good to be true. Are they?

Upvote 2

Read Answer Asked by michael on April 24, 2026

• Applied Optoelectronics Inc. (AAOI $188.28)
  • $188.28 Cap: $14.83B
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Q: Can you comment on the investment potential of this name?

Upvote 1

Read Answer Asked by Kim on April 23, 2026

• Medpace Holdings Inc. (MEDP $419.75)
  • $419.75 P/E (TTM): 27.71X Cap: $11.91B
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Q: Medpace has not had a great day after its earnings release. Has the market reaction been overdone? Is it time to move on to something else or hold on for some recovery? If its time to move on, what would you recommend in the health care field that has better growth prospects?

Upvote 1

Read Answer Asked by Gord on April 23, 2026

• Galaxy Digital Inc. (GLXY $31.38)
  • $31.38 Cap: $12.37B
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Q: Looking to increase holdings in GLXY from 1.5 to 3%. Any reason to wait until after quarter results announced before starting to add ?
Would appreciate your comments.
Thank you., as always.

Upvote 1

Read Answer Asked by Alexandra on April 23, 2026

• POET Technologies Inc. (PTK $7.38)
  • $7.38 Cap: $669M
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Q: Have you changed your opinion on POET?

Upvote 1

Read Answer Asked by Judith on April 23, 2026

• SoFi Agentic AI ETF (AGIQ $23.31)
  • $23.31 P/E (TTM): 34.31X Cap: $10M
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Q: Dear 5i
What stock or ETF would you recommend to play on the AI agent theme ? What do you think of cursor ?
Thanks
Bill C

Upvote 2

Read Answer Asked by Bill on April 23, 2026

• POET Technologies Inc. (PTK $7.38)
  • $7.38 Cap: $669M
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• Marvell Technology Inc. (MRVL $164.50)
  • $164.50 P/E (TTM): 55.42X Cap: $149.39B
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Q: Have been watching them for awhile now and am considering investing in them!
Would you please give me an analysis of them and would you seet hem continuing their upward momentum?
Thanx as usual
Gary

Upvote 1

Read Answer Asked by Gary on April 23, 2026

• Apple Inc. (AAPL $294.80)
  • $294.80 P/E (TTM): 37.13X Cap: $4.29T
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• Intuitive Surgical Inc. (ISRG $431.87)
  • $431.87 P/E (TTM): 54.69X Cap: $148.76B
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• ISHARES BITCOIN TR (IBIT $45.80)
  • $45.80 Cap: $67.36B
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Q: Hello 5I.
I would like to sell ISRG and IBIT and buy AAPL. I'm in a loss position on both ISRG and IBIT and can use the cap loss. And I like CEO change at AAPL. Any thoughts?

Carl

Upvote 2

Read Answer Asked by Carl on April 23, 2026

• Micron Technology Inc. (MU $766.58)
  • $766.58 P/E (TTM): 35.26X Cap: $896.92B
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• Teradyne Inc. (TER $358.45)
  • $358.45 P/E (TTM): 103.68X Cap: $57.39B
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• Nebius Group N.V. (NBIS $179.11)
  • $179.11 Cap: $47.25B
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• Firefly Aerospace Inc. (FLY $39.32)
  • $39.32 Cap: $6.35B
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Q: I have a small amount of money to invest in a speculative stock. I have half positions in MU and NBIS. Should I top one or both of these up, or would you start a quarter position in FLY or TER? Thanks

Upvote 8

Read Answer Asked by Gordon on April 22, 2026