Chris White - 5i Research

Head of Research at @5iresearchdotca. Featured in BNN Bloomberg, CBC Radio, Canadian MoneySaver, and the MoneyShow.

Not financial advice, tweets are my own.

[Chris White - 5i Research @5iChris]

Something I've been building for a while.

A weekly screener focused on one thing: which stocks are actually beating their market, not just moving with it.

Going live today. Free to subscribe.

Benchmark Beaters

[5i Research Inc. @5iresearchdotca]

New free report dropping every week: Benchmark Beaters.

We track stocks that aren't just going up - they're beating their index.

Canadian names vs TSX. US names vs S&P 500.

→ New this week: $HAI $FTG $CBOE $OXY

Link in reply to get the full list

[Chris White - 5i Research @5iChris]

I was on @BNNBloomberg yesterday - the signal markets are missing:

- Oil hit $120 when the war broke out. It's below $100 today. Market pricing in eventual resolution
- Copper/gold ratio expanding like 2020, 2017, 2013 - all strong market periods.

https://t.co/WBUKjRnwaV

[Chris White - 5i Research @5iChris]

I was on BNN today talking about stocks on my radar:

- $CRDO Copper cables with chips embedded to boost signals between GPUs
- $TSAT.TO High risk, high reward. Low-earth orbit backlog at $1.1B
- $ZDC.V AI-powered mobile security towers

Full breakdown 👇
https://t.co/7QL2BXkLni

[Chris White - 5i Research @5iChris]

📺 I'll be on @BNNBloomberg The Street tomorrow morning at 8am EST - talking markets, major headlines, and a few stocks on my radar. Tune in!

[5i Research Inc. @5iresearchdotca]

🚀 $RGTI +48% — $100M gov't quantum windfall
🚀 $ARM +46% — strong quarter, Nvidia halo effect
🚀 $BIRK +33% — $250M buyback, shoes > AI
📉 $FUTU -33% — China crackdown, $271M penalty
📉 $FIGR -22% — no news, go figure

https://t.co/4PIB7X1Ry1

[Chris White - 5i Research @5iChris]

@BarrySchwartzBW $X.TO was one of my top picks on BNN Market Call last month 👇

https://t.co/jhas3wFJqC

[5i Research Inc. @5iresearchdotca]

Infrastructure. Accessibility. Power. Semis.
🟢 $BDT — record backlog, infra tailwind
🟢 $SIS — aging demographics, rerating
📈 $ETN — AI power infrastructure play
📈 $KLAC — process control, all-time highs

Full write-up 👇https://t.co/jwhQQh7ZSZ

[Chris White - 5i Research @5iChris]

The latest benchmark beaters is out.

$VBNK stands out to me the most. VBNK recently announced that it has begun receiving its first live QCAD stablecoin custody deposits, marking the first tangible revenue from its digital asset strategy.

Charts and full list of names below 👇

[5i Research Inc. @5iresearchdotca]

Freight. Stablecoins. AI test demand. World Cup.

🟢 $TFII — freight cycle rotation underway
🟢 $VBNK — digital banking meets stablecoin revenue
📈 $KEYS — AI and defence test demand accelerating
📈 $ABNB — World Cup demand cycle tailwind

Full write-up: https://t.co/VB3yVfDPPb

[5i Research Inc. @5iresearchdotca]

🚀 $XNDU +234% — Nvidia quantum chip, pleasure dome
🚀 $IONQ +60% — photonic milestone, quantum party 🚀 $RVMD +54% — blockbuster cancer trial, no rivals 📉 $DOO -25% — $500M tariff hit, guidance gone
📉 $BMI -26% — sales miss, worst drop in 18 years

https://t.co/uEE3MUWHiA

[Chris White - 5i Research @5iChris]

Markets are hitting new all-time highs - and investors are still rotating out of cash.

That's the fuel for continuation.
@NAAIM_Official

[Chris White - 5i Research @5iChris]

Thanks @BNNBloomberg for having me. As was mentioned:

- Markets were climbing a 'wall of worry'
- Markets tend to bottom on the rate of change
- "Comfort is the enemy of returns" - most money is made by going outside the herd

https://t.co/jDsBqxWfos

[Chris White - 5i Research @5iChris]

An update on the $ARKK / $XLP chart.

Both RSI and the ARKK/XLP ratio are moving higher, signaling a shift to a 'risk-on' market.

At the red dots is where peak 'risk-on' lies

[Chris White - 5i Research @5iChris]

The market isn’t just down. It’s rotating on fear.

High-beta stocks gets hit. Defensives hold. Each bottom lines up with rate peaks, recession calls, FX shocks, AI scares.

History repeats. Market rhythm matters. ⚡📉

#Investing #MarketCycles #TechVsDefensive #ARKK #XLP

[Chris White - 5i Research @5iChris]

New Exponent episode is out

The semiconductors segment at the end is underrated. The structural demand case for semi chips goes well beyond AI hype - and that's exactly why it holds up

https://t.co/OcIjaItMmc

[5i Research Inc. @5iresearchdotca]

Not all oil stocks are the same trade.

Oil is near $100 - but producers, pipelines, services, and royalties don't move together

New Exponent ep with @5iChris and Michael: sector rotation, $CPH, and semis beyond AI.

https://t.co/n0z88SCIlT

[5i Research Inc. @5iresearchdotca]

Defense. Steel. Memory chips. HVAC. This week's benchmark beaters:

🟢 $MAL — defence procurement tailwind
🟢 $DRX — record backlog, re-rating
📈 $SNDK — NAND supercycle + AI storage
📈 $FIX — AI buildout drives backlog record

Full write-up: https://t.co/89CLKnuE05

[Chris White - 5i Research @5iChris]

@commonsense937 Appreciate you taking the time to watch - glad you found it useful

[Chris White - 5i Research @5iChris]

I was on BNN Market Call yesterday.

Three picks: $X $CSU $SHOP

On Shopify: "I don't need an analyst to tell me when a 10X earnings stock is cheap. I need one to tell me when a 70X earnings stock is cheap."

$SHOP is down 35%. I think this is that moment
https://t.co/1DwDfyPYSS

[Chris White - 5i Research @5iChris]

@stockchase https://t.co/K1eotZjj6o

[Chris White - 5i Research @5iChris]

I was on BNN Market Call yesterday.

Three picks: $X $CSU $SHOP

On Shopify: "I don't need an analyst to tell me when a 10X earnings stock is cheap. I need one to tell me when a 70X earnings stock is cheap."

$SHOP is down 35%. I think this is that moment
https://t.co/1DwDfyPYSS

[Stockchase @stockchase]

Today's Top Stock Picks

$X-T
$CSU-T
$SHOP-T

#stockpicks #hotstocks #stockmarket

[Stockchase @stockchase]

Yesterday´s @marketcall #stockpicks Chris White @5iChris summaries now available on @stockchase

[Chris White - 5i Research @5iChris]

5/ Investors sitting in cash waiting for certainty tend to miss the first 10-15% of every recovery.

The best entry points rarely feel safe.

Was on @BNNBloomberg Market Call today talking Canadian equities. Link to my market outlook below

https://t.co/IhLu8GQaPJ

[Chris White - 5i Research @5iChris]

1/ Markets are climbing a wall of worry right now.

That's not a red flag. It's often exactly how durable rallies are built. 🧵

[Chris White - 5i Research @5iChris]

4/ That's the key mental model: markets price the rate of change, not the absolute level.

Things don't need to be great. They just need to stop deteriorating.