Armada Mercantile Ltd (ARM)

Armada Mercantile Ltd (ARM $0.27)
- $0.27 Cap: $5M
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Broadcom Inc. (AVGO $343.42)
- $343.42 P/E (TTM): 73.18X Cap: $1.62T
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Lam Research Corporation (LRCX $194.76)
- $194.76 P/E (TTM): 40.85X Cap: $244.62B
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Quanta Services Inc. (PWR $435.82)
- $435.82 P/E (TTM): 65.14X Cap: $64.98B
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Celestica Inc. (CLS $403.99)
- $403.99 P/E (TTM): 50.14X Cap: $46.47B
- View CLS Profile
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Advanced Micro Devices Inc. (AMD $221.08)
- $221.08 P/E (TTM): 111.07X Cap: $359.92B
- View AMD Profile
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Lumentum Holdings Inc. (LITE $357.05)
- $357.05 P/E (TTM): 236.88X Cap: $25.31B
- View LITE Profile
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Jabil Inc. (JBL $223.44)
- $223.44 P/E (TTM): 40.61X Cap: $24.36B
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Arista Networks Inc. (ANET $137.19)
- $137.19 P/E (TTM): 50.66X Cap: $172.76B
- View ANET Profile
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ASML Holding N.V. (ASML $1,228.19)
- $1,228.19 P/E (TTM): 51.48X Cap: $483.02B
- View ASML Profile
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Sanmina Corporation (SANM $153.30)
- $153.30 P/E (TTM): 35.72X Cap: $8.18B
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Armada Mercantile Ltd (ARM $0.27)
- $0.27 Cap: $5M
- View ARM Profile
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Vertiv Holdings LLC Class A (VRT $173.95)
- $173.95 P/E (TTM): 66.27X Cap: $66.50B
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Palantir Technologies Inc. (PLTR $174.04)
- $174.04 P/E (TTM): 399.67X Cap: $414.81B
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SiTime Corporation (SITM $333.03)
- $333.03 Cap: $9.21B
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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 $0.27)
- $0.27 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