Armada Mercantile Ltd (ARM)

Armada Mercantile Ltd (ARM $0.14)
- $0.14 Cap: $2M
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Broadcom Inc. (AVGO $421.28)
- $421.28 P/E (TTM): 81.37X Cap: $1.99T
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Lam Research Corporation (LRCX $256.72)
- $256.72 P/E (TTM): 52.95X Cap: $321.04B
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Quanta Services Inc. (PWR $742.21)
- $742.21 P/E (TTM): 107.03X Cap: $111.37B
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Celestica Inc. (CLS $569.51)
- $569.51 P/E (TTM): 56.2X Cap: $65.47B
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Advanced Micro Devices Inc. (AMD $360.54)
- $360.54 P/E (TTM): 133.77X Cap: $587.80B
- View AMD Profile
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Lumentum Holdings Inc. (LITE $949.93)
- $949.93 P/E (TTM): 265.39X Cap: $67.82B
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Jabil Inc. (JBL $342.47)
- $342.47 P/E (TTM): 45.55X Cap: $35.22B
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Arista Networks Inc. (ANET $172.70)
- $172.70 P/E (TTM): 62.8X Cap: $217.45B
- View ANET Profile
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ASML Holding N.V. (ASML $1,427.02)
- $1,427.02 P/E (TTM): 49.67X Cap: $549.99B
- View ASML Profile
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Sanmina Corporation (SANM $223.27)
- $223.27 P/E (TTM): 51.99X Cap: $11.18B
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Armada Mercantile Ltd (ARM $0.14)
- $0.14 Cap: $2M
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Vertiv Holdings LLC Class A (VRT $328.31)
- $328.31 P/E (TTM): 96.33X Cap: $126.10B
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Palantir Technologies Inc. (PLTR $144.07)
- $144.07 P/E (TTM): 220.81X Cap: $345.35B
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SiTime Corporation (SITM $558.63)
- $558.63 Cap: $13.91B
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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 $0.14)
- $0.14 Cap: $2M
- 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