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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.

NVIDIA Corporation (NVDA $163.23)
- $163.23 Fwd P/E: 51.05X Cap: $3.90T
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Celestica Inc. (CLS $221.41)
- $221.41 Fwd P/E: 44.54X Cap: $24.50B
- View CLS Profile
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Vertiv Holdings LLC Class A (VRT $128.48)
- $128.48 Fwd P/E: 73.41X Cap: $47.97B
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Nebius Group N.V. (NBIS $46.20)
- $46.20 Cap: $11.21B
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- View Questions on NBIS

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 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.

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