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NVIDIA Corporation (NVDA $163.23)
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Celestica Inc. (CLS $221.41)
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Vertiv Holdings LLC Class A (VRT $128.48)
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Nebius Group N.V. (NBIS $46.20)
Q: Is there anything you would buy today on the DeepSeek fallout? I have listed a few but am open to other suggestions. Thanks.
5i Research Answer:
With its lower valuation, as well as non-AI business. CLS is likely the best contrarian bet today on its lower valuation (also lower vs peers). We think we would let this fear sell-off gestate a few more days before considering moves on the others.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in NVDA, VRT, NBIS.