Sanmina Corporation (SANM)

Sanmina Corporation (SANM $144.45)
- $144.45 P/E (TTM): 35.08X Cap: $8.49B
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Broadcom Inc. (AVGO $346.82)
- $346.82 P/E (TTM): 86.86X Cap: $1.67T
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Lam Research Corporation (LRCX $139.59)
- $139.59 P/E (TTM): 31.62X Cap: $186.89B
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Quanta Services Inc. (PWR $429.78)
- $429.78 P/E (TTM): 65.08X Cap: $64.08B
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Celestica Inc. (CLS $398.02)
- $398.02 P/E (TTM): 52.04X Cap: $45.78B
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Advanced Micro Devices Inc. (AMD $206.02)
- $206.02 P/E (TTM): 114.46X Cap: $363.94B
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Lumentum Holdings Inc. (LITE $233.24)
- $233.24 P/E (TTM): 151.8X Cap: $16.53B
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Jabil Inc. (JBL $192.49)
- $192.49 P/E (TTM): 33.59X Cap: $21.37B
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Arista Networks Inc. (ANET $119.59)
- $119.59 P/E (TTM): 46.81X Cap: $157.17B
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ASML Holding N.V. (ASML $981.04)
- $981.04 P/E (TTM): 45.04X Cap: $385.82B
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Sanmina Corporation (SANM $144.45)
- $144.45 P/E (TTM): 35.08X Cap: $8.49B
- View SANM Profile
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Armada Mercantile Ltd (ARM $0.30)
- $0.30 Cap: $6M
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Vertiv Holdings LLC Class A (VRT $159.61)
- $159.61 P/E (TTM): 62.21X Cap: $65.16B
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Palantir Technologies Inc. (PLTR $155.75)
- $155.75 P/E (TTM): 551.4X Cap: $371.20B
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SiTime Corporation (SITM $252.76)
- $252.76 Cap: $7.05B
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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

ONEX Corporation Subordinate Voting Shares (ONEX $105.75)
- $105.75 P/E (TTM): 12.07X Cap: $7.24B
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Celestica Inc. (CLS $398.02)
- $398.02 P/E (TTM): 52.04X Cap: $45.78B
- View CLS Profile
- View Questions on CLS
Sanmina Corporation (SANM $144.45)
- $144.45 P/E (TTM): 35.08X Cap: $8.49B
- View SANM Profile
- View Questions on SANM
Benchmark Electronics Inc. (BHE $42.15)
- $42.15 P/E (TTM): 42.08X Cap: $1.53B
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Q: Let's say ONEX's final wish is to sell its shares of Celestica in 2023, what could be the target price if we compare with evaluations and financial statements of Benchmark and Sanmina? I understand it is a wide question, I rely on you to choose the best metrics.
Tks

Read Answer Asked by Daniel on March 16, 2023

Sanmina Corporation (SANM $144.45)
- $144.45 P/E (TTM): 35.08X Cap: $8.49B
- View SANM Profile
- View Questions on SANM

Q: Other issues aside, any thoughts on this company and its prospects? Buy/sell/hold?

Read Answer Asked by Doug on December 09, 2022