Armada Mercantile Ltd (ARM)

Armada Mercantile Ltd (ARM $0.24)
- $0.24 Cap: $5M
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Broadcom Inc. (AVGO $371.55)
- $371.55 P/E (TTM): 74.72X Cap: $1.75T
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Lam Research Corporation (LRCX $263.66)
- $263.66 P/E (TTM): 53.13X Cap: $329.25B
- View LRCX Profile
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Quanta Services Inc. (PWR $585.36)
- $585.36 P/E (TTM): 85.6X Cap: $87.58B
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Celestica Inc. (CLS $486.28)
- $486.28 P/E (TTM): 46.46X Cap: $55.90B
- View CLS Profile
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Advanced Micro Devices Inc. (AMD $245.04)
- $245.04 P/E (TTM): 89.3X Cap: $399.49B
- View AMD Profile
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Lumentum Holdings Inc. (LITE $897.30)
- $897.30 P/E (TTM): 262.98X Cap: $64.06B
- View LITE Profile
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Jabil Inc. (JBL $299.50)
- $299.50 P/E (TTM): 39.54X Cap: $30.32B
- View JBL Profile
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Arista Networks Inc. (ANET $147.35)
- $147.35 P/E (TTM): 53.11X Cap: $185.15B
- View ANET Profile
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ASML Holding N.V. (ASML $1,478.28)
- $1,478.28 P/E (TTM): 65.23X Cap: $569.75B
- View ASML Profile
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Sanmina Corporation (SANM $147.76)
- $147.76 P/E (TTM): 33.85X Cap: $7.63B
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Armada Mercantile Ltd (ARM $0.24)
- $0.24 Cap: $5M
- View ARM Profile
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Vertiv Holdings LLC Class A (VRT $295.11)
- $295.11 P/E (TTM): 84.35X Cap: $112.90B
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Palantir Technologies Inc. (PLTR $128.06)
- $128.06 P/E (TTM): 207.13X Cap: $306.14B
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SiTime Corporation (SITM $420.32)
- $420.32 Cap: $10.38B
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Q: Hello team,
Based on a bit of research I have done, I would like to buy these companies in the following order: ASML, SMCI, ANET, AMD, AVGO, SITM, ARM, PWR, PLTR

I am buying them to further focus my portfolio on AI for the next 5-10 years. I already have the hyeprscalers and the usual AI suspects but, somehow, I missed on the companies listed above.

Please deduct as many credits as needed for the following questions:
What do you think of this list?
Would change the order based on their resent declines/Valuation?
Would you drop any of the above based on their excessive valuation which may not meet the expected growth in next 5-10 years?
Would you wait a bit more before you buy or just proceed today?
Is there a better company that can substitute any of the above based on moat in AI? Any other company that you think I should also consider?

Thank you as always for your invaluable help and insight. (Without you I would have quit investing a long time ago!)

Read Answer Asked by Saeed on November 19, 2025

Armada Mercantile Ltd (ARM $0.24)
- $0.24 Cap: $5M
- View ARM Profile
- View Questions on ARM

Q: peter what are your current thoughts on ARM trading on the nasdaq; momentum of late is good

Read Answer Asked by steve on November 27, 2023