• Applied Materials Inc. (AMAT $322.51)
  • $322.51 P/E (TTM): 35.02X Cap: $255.65B
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• KLA Corporation (KLAC $1,442.95)
  • $1,442.95 P/E (TTM): 41.82X Cap: $189.13B
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• Lam Research Corporation (LRCX $231.01)
  • $231.01 P/E (TTM): 47.09X Cap: $288.47B
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• Micron Technology Inc. (MU $394.69)
  • $394.69 P/E (TTM): 50.45X Cap: $444.22B
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• Sandisk Corporation (SNDK $597.95)
  • $597.95 Cap: $88.23B
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• Seagate Technology Holdings PLC (STX $429.32)
  • $429.32 P/E (TTM): 52.05X Cap: $93.62B
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• Western Digital Corporation (WDC $282.58)
  • $282.58 P/E (TTM): 37.82X Cap: $98.40B
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Q: Hello 5i
How would you rank the following "memory" companies for growth over the next 3'ish years? Which would be your two favorites?
Thank you
Dave

Upvote 3

Read Answer Asked by Dave on January 27, 2026

• Broadcom Inc. (AVGO $332.92)
  • $332.92 P/E (TTM): 65.37X Cap: $1.57T
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• Alphabet Inc. (GOOG $323.10)
  • $323.10 P/E (TTM): 32.71X Cap: $3.90T
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• KLA Corporation (KLAC $1,442.95)
  • $1,442.95 P/E (TTM): 41.82X Cap: $189.13B
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• Lam Research Corporation (LRCX $231.01)
  • $231.01 P/E (TTM): 47.09X Cap: $288.47B
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• Microsoft Corporation (MSFT $401.14)
  • $401.14 P/E (TTM): 28.0X Cap: $2.97T
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• NVIDIA Corporation (NVDA $185.41)
  • $185.41 P/E (TTM): 42.65X Cap: $4.50T
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• Amphenol Corporation (APH $136.23)
  • $136.23 P/E (TTM): 42.54X Cap: $166.75B
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• Rockwell Automation Inc. (ROK $415.02)
  • $415.02 P/E (TTM): 53.09X Cap: $46.63B
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• Arista Networks Inc. (ANET $137.49)
  • $137.49 P/E (TTM): 48.74X Cap: $173.13B
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• Vertiv Holdings LLC Class A (VRT $195.58)
  • $195.58 P/E (TTM): 67.08X Cap: $74.77B
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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

• Intuit Inc. (INTU $443.77)
  • $443.77 P/E (TTM): 29.87X Cap: $123.54B
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• Lam Research Corporation (LRCX $231.01)
  • $231.01 P/E (TTM): 47.09X Cap: $288.47B
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• Ouster Inc. (OUST $19.42)
  • $19.42 Cap: $1.16B
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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