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NVIDIA Corporation (NVDA $181.16)
- $181.16 P/E (TTM): 52.03X Cap: $4.40T
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NVIDIA Corporation (NVDA $181.16)
- $181.16 P/E (TTM): 52.03X Cap: $4.40T
- View NVDA Profile
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CECO Environmental Corp. (CECO $50.43)
- $50.43 P/E (TTM): 34.87X Cap: $1.78B
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Q: Hi Team,
Between NVDA and CECO, which "stock" would you consider having the most share price potential over the next 5 yrs? I am considering trimming some NVDA profits for investing in CECO, if this move makes sense. Currently I hold a tech heavy portfolio.
Thanks,
Shane.
Between NVDA and CECO, which "stock" would you consider having the most share price potential over the next 5 yrs? I am considering trimming some NVDA profits for investing in CECO, if this move makes sense. Currently I hold a tech heavy portfolio.
Thanks,
Shane.
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NVIDIA Corporation (NVDA $181.16)
- $181.16 P/E (TTM): 52.03X Cap: $4.40T
- View NVDA Profile
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Celestica Inc. (CLS $371.47)
- $371.47 P/E (TTM): 61.04X Cap: $42.73B
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Vertiv Holdings LLC Class A (VRT $174.80)
- $174.80 P/E (TTM): 84.08X Cap: $66.75B
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Nebius Group N.V. (NBIS $104.28)
- $104.28 Cap: $24.82B
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Q: Two questions. You mentioned earlier today selling VRT and adding to NBIS to consolidate positions. Do you feel the growth is better in NBIS and outweighs the benefit of diversification? Overall direct AI exposure. I have VRT (3%) NBiS (2%) CLS (2.5%) NVDA (4%). Would you personally feel ok with this much direct exposure for the next 12-16 months? Increase or decrease? I didn’t included my 6% position in Google but maybe should have?
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Meta Platforms Inc. (META $733.27)
- $733.27 P/E (TTM): 26.57X Cap: $1.84T
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NVIDIA Corporation (NVDA $181.16)
- $181.16 P/E (TTM): 52.03X Cap: $4.40T
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Oracle Corporation (ORCL $275.15)
- $275.15 P/E (TTM): 64.16X Cap: $781.89B
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Arista Networks Inc. (ANET $145.94)
- $145.94 P/E (TTM): 57.44X Cap: $183.42B
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Q: Hi Peter and 5i,
May please have your thoughts on NVDA's announcement that META and ORCL will adopt its Spectrum-X Ethernet networking switches for their AI data centers.
Do you have an opinion on how much this will affect ANET's market position?
Would you look at exiting a position in ANET based on this competitive threat?
ANET is down 13% on Monday and Tuesday.
Thanks so much.
"Arista Networks (NYSE:ANET) stock fell 2.4% Monday after NVIDIA (NASDAQ:NVDA) announced that Meta (NASDAQ:META) and Oracle (NYSE:ORCL) will adopt its Spectrum-X Ethernet networking switches for their AI data centers.
NVIDIA revealed that Meta will integrate Spectrum Ethernet switches into its networking infrastructure for the Facebook Open Switching System (FBOSS), while Oracle plans to build giga-scale AI supercomputers with Spectrum-X Ethernet switches.
The announcement appears to have triggered concerns about potential competition for Arista Networks, which is a major provider of cloud networking solutions and data center switches. Investors may be viewing NVIDIA’s expanding footprint in the networking space as a competitive threat to Arista’s market position."
May please have your thoughts on NVDA's announcement that META and ORCL will adopt its Spectrum-X Ethernet networking switches for their AI data centers.
Do you have an opinion on how much this will affect ANET's market position?
Would you look at exiting a position in ANET based on this competitive threat?
ANET is down 13% on Monday and Tuesday.
Thanks so much.
"Arista Networks (NYSE:ANET) stock fell 2.4% Monday after NVIDIA (NASDAQ:NVDA) announced that Meta (NASDAQ:META) and Oracle (NYSE:ORCL) will adopt its Spectrum-X Ethernet networking switches for their AI data centers.
NVIDIA revealed that Meta will integrate Spectrum Ethernet switches into its networking infrastructure for the Facebook Open Switching System (FBOSS), while Oracle plans to build giga-scale AI supercomputers with Spectrum-X Ethernet switches.
The announcement appears to have triggered concerns about potential competition for Arista Networks, which is a major provider of cloud networking solutions and data center switches. Investors may be viewing NVIDIA’s expanding footprint in the networking space as a competitive threat to Arista’s market position."
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