Armada Mercantile Ltd (ARM)

Armada Mercantile Ltd (ARM $0.30)
- $0.30 Cap: $5M
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Broadcom Inc. (AVGO $310.51)
- $310.51 P/E (TTM): 65.37X Cap: $1.47T
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Lam Research Corporation (LRCX $228.36)
- $228.36 P/E (TTM): 46.89X Cap: $285.16B
- View LRCX Profile
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Quanta Services Inc. (PWR $555.39)
- $555.39 P/E (TTM): 81.67X Cap: $83.09B
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Celestica Inc. (CLS $369.27)
- $369.27 P/E (TTM): 37.86X Cap: $42.45B
- View CLS Profile
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Advanced Micro Devices Inc. (AMD $201.33)
- $201.33 P/E (TTM): 75.97X Cap: $328.25B
- View AMD Profile
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Lumentum Holdings Inc. (LITE $706.35)
- $706.35 P/E (TTM): 207.75X Cap: $50.43B
- View LITE Profile
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Jabil Inc. (JBL $253.63)
- $253.63 P/E (TTM): 39.69X Cap: $27.31B
- View JBL Profile
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Arista Networks Inc. (ANET $131.22)
- $131.22 P/E (TTM): 47.72X Cap: $164.88B
- View ANET Profile
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ASML Holding N.V. (ASML $1,317.25)
- $1,317.25 P/E (TTM): 59.32X Cap: $507.69B
- View ASML Profile
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Sanmina Corporation (SANM $122.86)
- $122.86 P/E (TTM): 29.32X Cap: $6.82B
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Armada Mercantile Ltd (ARM $0.30)
- $0.30 Cap: $5M
- View ARM Profile
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Vertiv Holdings LLC Class A (VRT $255.88)
- $255.88 P/E (TTM): 75.04X Cap: $97.89B
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Palantir Technologies Inc. (PLTR $150.68)
- $150.68 P/E (TTM): 239.17X Cap: $360.22B
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SiTime Corporation (SITM $325.32)
- $325.32 Cap: $9.04B
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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 $0.30)
- $0.30 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