• Broadcom Inc. (AVGO $320.05)
  • $320.05 P/E (TTM): 68.52X Cap: $1.51T
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• Alphabet Inc. (GOOG $328.43)
  • $328.43 P/E (TTM): 32.66X Cap: $3.98T
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• KLA Corporation (KLAC $1,512.78)
  • $1,512.78 P/E (TTM): 47.13X Cap: $198.76B
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• Lam Research Corporation (LRCX $217.94)
  • $217.94 P/E (TTM): 48.72X Cap: $273.73B
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• Microsoft Corporation (MSFT $465.95)
  • $465.95 P/E (TTM): 32.09X Cap: $3.46T
  • View MSFT Profile
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• NVIDIA Corporation (NVDA $187.67)
  • $187.67 P/E (TTM): 45.87X Cap: $4.56T
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• Amphenol Corporation (APH $150.99)
  • $150.99 P/E (TTM): 50.83X Cap: $184.82B
  • View APH Profile
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• Rockwell Automation Inc. (ROK $417.84)
  • $417.84 P/E (TTM): 55.52X Cap: $46.91B
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• Arista Networks Inc. (ANET $136.34)
  • $136.34 P/E (TTM): 52.49X Cap: $171.69B
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• Vertiv Holdings LLC Class A (VRT $182.49)
  • $182.49 P/E (TTM): 68.35X Cap: $69.77B
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Q: With regards to 5i AI special report is there any advice for members as to where to start. There are a lot of companies in your report. Maybe if you could narrow things down to 5 or 6 companies from different areas of AI that could be a core holding.Thank-you for the report and helping me to understand theAI process.
THX

Upvote 46

Read Answer Asked by blake on January 19, 2026

• Intuit Inc. (INTU $563.97)
  • $563.97 P/E (TTM): 37.62X Cap: $157B
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• Lam Research Corporation (LRCX $217.94)
  • $217.94 P/E (TTM): 48.72X Cap: $273.73B
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• Ouster Inc. (OUST $24.84)
  • $24.84 Cap: $1.49B
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Q: Good morning,

Is the recent significantly negative momentum with Intuit a sign that it's time to move on? If changing course, would you endorse a move to LAM Research or Ouster?

Thank you!

Brad

Upvote 1

Read Answer Asked by Bradley on January 17, 2026

• Lam Research Corporation (LRCX $217.94)
  • $217.94 P/E (TTM): 48.72X Cap: $273.73B
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• NVIDIA Corporation (NVDA $187.67)
  • $187.67 P/E (TTM): 45.87X Cap: $4.56T
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• O'Reilly Automotive Inc. (ORLY $99.23)
  • $99.23 P/E (TTM): 34.25X Cap: $83.76B
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• Booking Holdings Inc. (BKNG $5,098.50)
  • $5,098.50 P/E (TTM): 33.55X Cap: $164.34B
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• AutoZone Inc. (AZO $3,700.00)
  • $3,700.00 P/E (TTM): 31.73X Cap: $61.30B
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• Mastercard Incorporated (MA $524.74)
  • $524.74 P/E (TTM): 34.07X Cap: $471.21B
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• Visa Inc. (V $326.18)
  • $326.18 P/E (TTM): 32.0X Cap: $628.13B
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• Tesla Inc. (TSLA $449.06)
  • $449.06 P/E (TTM): 299.57X Cap: $1.49T
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• Blackstone Inc. (BX $150.48)
  • $150.48 P/E (TTM): 44.39X Cap: $111.12B
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• Robinhood Markets Inc. (HOOD $106.99)
  • $106.99 P/E (TTM): 44.27X Cap: $96.20B
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• Nebius Group N.V. (NBIS $94.50)
  • $94.50 Cap: $22.50B
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Q: Hi 5i team!

To follow up on this question from Jan 5th (with a twist):

Please give me your top 3 sectors for 2026 (in order of preference) with top 3 picks for each sector for USA.

Also, when do you plan on releasing your AI blog article?

Thanks and wishing everyone a prosperous 2026!

Upvote 22

Read Answer Asked by Marco on January 12, 2026