Investment Q&A

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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Celestica Inc. (CLS)
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Vertiv Holdings LLC Class A (VRT)
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Q: One would think that CLS, HPS.A and VRT would be screaming buys if Trump said "just kidding" and ended his tariff war tomorrow. But I wonder if this is true. What are the chances that AI/data centre stocks were in a bubble and all it needed to burst was a new low energy search engine like DeepSeek? Is it possible that the wider market chaos is just masking an inevitable re-pricing of AI and data centre stocks? If so, the current lower price for these stocks may not be the screaming buy they might appear to be.

Asked by Ken on April 07, 2025

5i Research Answer:

It is an interesting question. A couple of points: right now, valuations (on a P/E basis) for...

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