• Monolithic Power Systems Inc. (MPWR $919.17)
  • $919.17 P/E (TTM): 23.86X Cap: $44.26B
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• ASML Holding N.V. (ASML $1,075.99)
  • $1,075.99 P/E (TTM): 47.07X Cap: $421.65B
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Q: ASML or MPWR?

Upvote 6

Read Answer Asked by Judith on December 19, 2025

• goeasy Ltd. (GSY $131.81)
  • $131.81 P/E (TTM): 9.56X Cap: $2.09B
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• Kraken Robotics Inc. (PNG $6.33)
  • $6.33 P/E (TTM): 105.5X Cap: $1.96B
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• Monolithic Power Systems Inc. (MPWR $919.17)
  • $919.17 P/E (TTM): 23.86X Cap: $44.26B
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• Zedcor Inc. (ZDC $6.23)
  • $6.23 P/E (TTM): 425.0X Cap: $618M
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• Kratos Defense & Security Solutions Inc. (KTOS $75.88)
  • $75.88 P/E (TTM): 595.92X Cap: $12.82B
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• BWX Technologies Inc. (BWXT $173.76)
  • $173.76 P/E (TTM): 54.84X Cap: $15.94B
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• Galaxy Digital Inc. Class A common stock (GLXY $30.85)
  • $30.85 Cap: $12.17B
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• NewMarket Corp (NEU $691.22)
  • $691.22 P/E (TTM): 14.88X Cap: $6.66B
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• Telesat Corporation Common and Variable Voting Shares (TSAT $40.04)
  • $40.04 Cap: $1.45B
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• Nebius Group N.V. (NBIS $84.53)
  • $84.53 Cap: $20.27B
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• Rocket Lab Corporation (RKLB $70.76)
  • $70.76 Cap: $37.63B
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Q: What are your top 10 small caps. Please put your response in the order you would buy them for the largest total gain (dividend and capital gain) over the next two years.

Upvote 21

Read Answer Asked by David on December 10, 2025

• NVIDIA Corporation (NVDA $188.83)
  • $188.83 P/E (TTM): 46.7X Cap: $4.55T
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• Emerson Electric Company (EMR $134.04)
  • $134.04 P/E (TTM): 33.47X Cap: $76B
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• 5N Plus Inc. (VNP $17.75)
  • $17.75 P/E (TTM): 27.01X Cap: $1.59B
  • View VNP Profile
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• Monolithic Power Systems Inc. (MPWR $919.17)
  • $919.17 P/E (TTM): 23.86X Cap: $44.26B
  • View MPWR Profile
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• Arista Networks Inc. (ANET $132.28)
  • $132.28 P/E (TTM): 50.87X Cap: $166.77B
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• Vertiv Holdings LLC Class A (VRT $163.43)
  • $163.43 P/E (TTM): 62.5X Cap: $62.83B
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• Palantir Technologies Inc. (PLTR $179.22)
  • $179.22 P/E (TTM): 438.52X Cap: $431.02B
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• Applovin Corporation (APP $684.92)
  • $684.92 P/E (TTM): 86.65X Cap: $234.44B
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Q: Thank you for the excellent market update comparing the AI boom to history. What are the top 'capex-light' companies that you feel may participate in the AI boom?

Upvote 17

Read Answer Asked by Mike on November 21, 2025