Investment Q&A

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NVIDIA Corporation (NVDA $172.41)
- $172.41 Fwd P/E: 55.81X Cap: $4.22T
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Celestica Inc. (CLS $219.79)
- $219.79 Fwd P/E: 46.68X Cap: $25.73B
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Vertiv Holdings LLC Class A (VRT $129.06)
- $129.06 Fwd P/E: 76.23X Cap: $49.97B
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Nebius Group N.V. (NBIS $52.79)
- $52.79 Cap: $12.78B
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Q: Is there anything you would buy today on the DeepSeek fallout? I have listed a few but am open to other suggestions. Thanks.

Asked by Alex on January 27, 2025

5i Research Answer:

With its lower valuation, as well as non-AI business. CLS is likely the best contrarian bet...

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.

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