-
Microsoft Corporation (MSFT $518.91)
- $518.91 P/E (TTM): 38.41X Cap: $3.90T
- View MSFT Profile
- View Questions on MSFT
Detailed Quote
Questions on this company?
Become a Member
Company Profile
{tplLang.businessdescription | toLang tLang}
{ profileData.description }
{tplLang.details | toLang tLang}
{tplLang.ceo | toLang tLang}
{profileData.profile.details.ceo}
{tplLang.employees | toLang tLang}
{profileData.profile.details.employees | numeraljs '0,0'}
{tplLang.issuetype | toLang tLang}
{profileData.profile.details.issuetype | asIssueType}
{tplLang.industryclassifications | toLang tLang}
{tplLang.sector | toLang tLang}
{profileData.profile.classification.sector}
{tplLang.industry | toLang tLang}
{profileData.profile.classification.industry}
{tplLang.toolname| toLang tLang}
There is no {tplLang.toolname| toLang tLang} currently available for
{data.symbolstring}.
Interactive Chart
Key Ratios
Earnings
Analyst Recommendations
5i Recent Questions
-
Amazon.com Inc. (AMZN $223.86)
- $223.86 P/E (TTM): 33.81X Cap: $2.40T
- View AMZN Profile
- View Questions on AMZN
-
Costco Wholesale Corporation (COST $941.04)
- $941.04 P/E (TTM): 53.43X Cap: $405.69B
- View COST Profile
- View Questions on COST
-
Alphabet Inc. (GOOG $241.90)
- $241.90 P/E (TTM): 26.35X Cap: $2.97T
- View GOOG Profile
- View Questions on GOOG
-
Intuitive Surgical Inc. (ISRG $448.54)
- $448.54 P/E (TTM): 61.41X Cap: $160.62B
- View ISRG Profile
- View Questions on ISRG
-
Microsoft Corporation (MSFT $518.91)
- $518.91 P/E (TTM): 38.41X Cap: $3.90T
- View MSFT Profile
- View Questions on MSFT
-
NVIDIA Corporation (NVDA $192.78)
- $192.78 P/E (TTM): 52.72X Cap: $4.59T
- View NVDA Profile
- View Questions on NVDA
-
Eli Lilly and Company (LLY $851.09)
- $851.09 P/E (TTM): 55.14X Cap: $800.43B
- View LLY Profile
- View Questions on LLY
-
Visa Inc. (V $347.79)
- $347.79 P/E (TTM): 34.42X Cap: $681.61B
- View V Profile
- View Questions on V
-
Super Micro Computer Inc. (SMCI $58.09)
- $58.09 P/E (TTM): 32.78X Cap: $34.87B
- View SMCI Profile
- View Questions on SMCI
-
Berkshire Hathaway Inc. (BRK.B $495.73)
- $495.73 P/E (TTM): 17.21X Cap: $1.07T
- View BRK.B Profile
- View Questions on BRK.B
-
Vertiv Holdings LLC Class A (VRT $165.55)
- $165.55 P/E (TTM): 76.01X Cap: $63.91B
- View VRT Profile
- View Questions on VRT
Q: We hold most of the 5i Balanced and some of the income portfolio stocks plus the fallowing us stocks. amzn, brk.b, cost, goog, isrg, lly, msft, nvda, smci, vrt, v. Berkshire is over 8% and the others are 5% please suggest a couple of us names to add to this portfolio. or any to trim. ( US is a growth portfolio ).
Thank you for your superb service over more than 10 years. Ian
Thank you for your superb service over more than 10 years. Ian
-
Apple Inc. (AAPL $253.36)
- $253.36 P/E (TTM): 38.92X Cap: $3.82T
- View AAPL Profile
- View Questions on AAPL
-
Alphabet Inc. (GOOG $241.90)
- $241.90 P/E (TTM): 26.35X Cap: $2.97T
- View GOOG Profile
- View Questions on GOOG
-
Microsoft Corporation (MSFT $518.91)
- $518.91 P/E (TTM): 38.41X Cap: $3.90T
- View MSFT Profile
- View Questions on MSFT
-
NVIDIA Corporation (NVDA $192.78)
- $192.78 P/E (TTM): 52.72X Cap: $4.59T
- View NVDA Profile
- View Questions on NVDA
-
Oracle Corporation (ORCL $297.89)
- $297.89 P/E (TTM): 65.49X Cap: $820.20B
- View ORCL Profile
- View Questions on ORCL
-
Celestica Inc. (CLS $355.77)
- $355.77 P/E (TTM): 53.45X Cap: $40.92B
- View CLS Profile
- View Questions on CLS
-
Nebius Group N.V. (NBIS $127.13)
- $127.13 Cap: $29.04B
- View NBIS Profile
- View Questions on NBIS
Q: Hi Folks,
I sold some CSU recently. I now have MSFT, NVDA, AAPLE and some CSU as holdings in the Tech Sector( GOOG and AMZN as well). Can you suggest a couple of Tech stocks that I could add to my holdings in the Tech Sector. This would be in my TFSA.
Thanks
I sold some CSU recently. I now have MSFT, NVDA, AAPLE and some CSU as holdings in the Tech Sector( GOOG and AMZN as well). Can you suggest a couple of Tech stocks that I could add to my holdings in the Tech Sector. This would be in my TFSA.
Thanks
-
Microsoft Corporation (MSFT $518.91)
- $518.91 P/E (TTM): 38.41X Cap: $3.90T
- View MSFT Profile
- View Questions on MSFT
-
NVIDIA Corporation (NVDA $192.78)
- $192.78 P/E (TTM): 52.72X Cap: $4.59T
- View NVDA Profile
- View Questions on NVDA
Q: Hi Peter,
Thank you for your answer. I would appreciate it if you could answer the second part of my question as well.
"Q: Hi Peter,
I have a question about Nvidia’s proposed $100 billion investment in OpenAI. From my understanding, the funds will be used to purchase Nvidia’s own GPUs. How should investors interpret this circular funding in terms of valuation integrity and long-term sustainability? Does it raise red flags about inflated revenue or distorted market signals? Considering the deep entanglement between Nvidia, OpenAI, and Microsoft, at what point does this trio resemble a functional monopoly in the AI ecosystem? If it walks and quacks like a duck, it is a duck! Is it time for regulators or competitors like Google and AMD to step in and balance the power? I doubt the government knows or will to do anything. I would love to hear your perspective.
Best,
Matt
5i Research Answer:
Certainly NVDA is trying to tie up the ecosystem, that we are fairly sure of. It wants to control the datacentre market, which of course means a captured market for its GPUs. It is a virtous cycle (invest in a company, it buys chips, sells out space in its datacentre, and gets cash flow to buy more space). However it does rely on incremental demand, and this could be a problem. CRWV, for example, is using debt for much of its funding, and this could certainly backfire when demand slows. For now, it is an arms race, though, with insatiable demand requiring massive funding. NVDA has the ability to fund these companies. However, it does not have $100B sitting around. It will come over time (the deal right now is just a letter of intent). NVDA has said that, in a $10B data centre, as an example, it would sell about $3B of GPUs to it. It is not quite a 100% 'selling to itself' as some believe. But it is a circular event, and some accuse NVDA of essentially funding sales to itself. It is more than this, but does carry risks. "
Best,
Matt
Thank you for your answer. I would appreciate it if you could answer the second part of my question as well.
"Q: Hi Peter,
I have a question about Nvidia’s proposed $100 billion investment in OpenAI. From my understanding, the funds will be used to purchase Nvidia’s own GPUs. How should investors interpret this circular funding in terms of valuation integrity and long-term sustainability? Does it raise red flags about inflated revenue or distorted market signals? Considering the deep entanglement between Nvidia, OpenAI, and Microsoft, at what point does this trio resemble a functional monopoly in the AI ecosystem? If it walks and quacks like a duck, it is a duck! Is it time for regulators or competitors like Google and AMD to step in and balance the power? I doubt the government knows or will to do anything. I would love to hear your perspective.
Best,
Matt
5i Research Answer:
Certainly NVDA is trying to tie up the ecosystem, that we are fairly sure of. It wants to control the datacentre market, which of course means a captured market for its GPUs. It is a virtous cycle (invest in a company, it buys chips, sells out space in its datacentre, and gets cash flow to buy more space). However it does rely on incremental demand, and this could be a problem. CRWV, for example, is using debt for much of its funding, and this could certainly backfire when demand slows. For now, it is an arms race, though, with insatiable demand requiring massive funding. NVDA has the ability to fund these companies. However, it does not have $100B sitting around. It will come over time (the deal right now is just a letter of intent). NVDA has said that, in a $10B data centre, as an example, it would sell about $3B of GPUs to it. It is not quite a 100% 'selling to itself' as some believe. But it is a circular event, and some accuse NVDA of essentially funding sales to itself. It is more than this, but does carry risks. "
Best,
Matt
Insiders
Share Information
SEC Filings
News and Media