Armada Mercantile Ltd (ARM)

Armada Mercantile Ltd (ARM $0.24)
- $0.24 Cap: $5M
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Broadcom Inc. (AVGO $324.85)
- $324.85 P/E (TTM): 68.52X Cap: $1.51T
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Lam Research Corporation (LRCX $222.87)
- $222.87 P/E (TTM): 48.72X Cap: $273.73B
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Quanta Services Inc. (PWR $470.77)
- $470.77 P/E (TTM): 69.45X Cap: $70.19B
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Celestica Inc. (CLS $422.46)
- $422.46 P/E (TTM): 47.71X Cap: $47.80B
- View CLS Profile
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Advanced Micro Devices Inc. (AMD $251.31)
- $251.31 P/E (TTM): 126.11X Cap: $422.76B
- View AMD Profile
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Lumentum Holdings Inc. (LITE $332.45)
- $332.45 P/E (TTM): 217.48X Cap: $23.57B
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Jabil Inc. (JBL $241.81)
- $241.81 P/E (TTM): 41.33X Cap: $26.73B
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Arista Networks Inc. (ANET $143.72)
- $143.72 P/E (TTM): 52.49X Cap: $171.69B
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ASML Holding N.V. (ASML $1,413.35)
- $1,413.35 P/E (TTM): 62.38X Cap: $555.84B
- View ASML Profile
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Sanmina Corporation (SANM $182.54)
- $182.54 P/E (TTM): 40.25X Cap: $9.88B
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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 $181.23)
- $181.23 P/E (TTM): 68.35X Cap: $69.77B
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Palantir Technologies Inc. (PLTR $167.47)
- $167.47 P/E (TTM): 395.0X Cap: $399.15B
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SiTime Corporation (SITM $345.49)
- $345.49 Cap: $9.85B
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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