Q: Wow, big jump in stock price. Any new thoughts on adding to a small position?
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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 Team:
Last question on above was in July. Please give me your up to date opinion and an entry price.
Thanks,
Ben.
Last question on above was in July. Please give me your up to date opinion and an entry price.
Thanks,
Ben.
Q: Thinking of adding to my position in Astera Labs. Currently a 1/3 position. Is this a stock you would add to here, and is it one you would be comfortable with a full position?
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NVIDIA Corporation (NVDA)
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Pure Storage Inc. Class A (PSTG)
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Super Micro Computer Inc. (SMCI)
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Vertiv Holdings LLC Class A (VRT)
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Astera Labs Inc. (ALAB)
Q: RBC isnt showing much revenue growth for 2025, considering the massive capex spending announced recently in big tech, I'm thinking of moving on here. I realize it's up 45% ytd and 128% in a year, it's also up 128% in 5 years, of which I've been in the stock, are analysts being too conservative? I already own NVDA and VRT, interested in other high conviction names that will benefit from from the capex?
Q: Would I be correct in saying that your recent answers are showing a preference for VRT rather than SMCI or ALAB? Can you rate each of the three on a scale of 1 to 10 (10 being a strong buy) and at what level you would buy each? Also, if you have in fact shifted slightly away from SMCI and to VRT as a fav, what makes it more desirable?
Q: Astera Labs (ALAB) sounds like an interesting software company with a focus on making computer systems more interoperable. What are 5i thoughts? and how would you compare to LMN. Thanks a ton for your valued thoughts.
Q: Can you please take us through the investment case for this company as well as make a recommendation as to whether it is a buy, sell or hold and how it compares to some of your favs like VRT and SMCI? Please provide a clear answer on what an attractive entry point might be if you like the company.
Q: Hi 5i
ALAB- Astera labs is not in your data base.... I would like your opinion on this semiconductor based connectivity company...looks like it had recent IPO..SP has gone a little crazy... Is this an investable at this time or requires more time to settle down.... Would 5i have any interest at this time?
thx
ALAB- Astera labs is not in your data base.... I would like your opinion on this semiconductor based connectivity company...looks like it had recent IPO..SP has gone a little crazy... Is this an investable at this time or requires more time to settle down.... Would 5i have any interest at this time?
thx