Investment Q&A

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NVIDIA Corporation (NVDA $160.00)
- $160.00 Fwd P/E: 51.05X Cap: $3.90T
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Celestica Inc. (CLS $213.08)
- $213.08 Fwd P/E: 44.54X Cap: $24.50B
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Vertiv Holdings LLC Class A (VRT $125.89)
- $125.89 Fwd P/E: 73.41X Cap: $47.97B
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Nebius Group N.V. (NBIS $47.10)
- $47.10 Cap: $11.21B
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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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