Armada Mercantile Ltd (ARM)

Armada Mercantile Ltd (ARM $0.30)
- $0.30 Cap: $6M
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Broadcom Inc. (AVGO $398.39)
- $398.39 P/E (TTM): 96.42X Cap: $1.81T
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Lam Research Corporation (LRCX $156.28)
- $156.28 P/E (TTM): 33.2X Cap: $190.82B
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Quanta Services Inc. (PWR $461.10)
- $461.10 P/E (TTM): 65.58X Cap: $67.12B
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Celestica Inc. (CLS $470.66)
- $470.66 P/E (TTM): 53.72X Cap: $53.21B
- View CLS Profile
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Advanced Micro Devices Inc. (AMD $214.17)
- $214.17 P/E (TTM): 106.88X Cap: $335.58B
- View AMD Profile
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Lumentum Holdings Inc. (LITE $311.85)
- $311.85 P/E (TTM): 183.66X Cap: $20.65B
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Jabil Inc. (JBL $208.65)
- $208.65 P/E (TTM): 33.3X Cap: $21.37B
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Arista Networks Inc. (ANET $128.05)
- $128.05 P/E (TTM): 46.33X Cap: $157.46B
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ASML Holding N.V. (ASML $1,048.29)
- $1,048.29 P/E (TTM): 44.31X Cap: $394.55B
- View ASML Profile
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Sanmina Corporation (SANM $158.28)
- $158.28 P/E (TTM): 34.46X Cap: $8.49B
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Armada Mercantile Ltd (ARM $0.30)
- $0.30 Cap: $6M
- View ARM Profile
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Vertiv Holdings LLC Class A (VRT $173.78)
- $173.78 P/E (TTM): 63.74X Cap: $64.75B
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Palantir Technologies Inc. (PLTR $166.12)
- $166.12 P/E (TTM): 516.17X Cap: $389.81B
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SiTime Corporation (SITM $294.60)
- $294.60 Cap: $7.05B
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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: $6M
- 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