Arista Networks Inc. (ANET)

Arista Networks Inc. (ANET $136.34)
- $136.34 P/E (TTM): 52.49X Cap: $171.69B
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Amazon.com Inc. (AMZN $239.16)
- $239.16 P/E (TTM): 33.1X Cap: $2.55T
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Broadcom Inc. (AVGO $320.05)
- $320.05 P/E (TTM): 68.52X Cap: $1.51T
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Meta Platforms Inc. (META $658.76)
- $658.76 P/E (TTM): 28.68X Cap: $1.66T
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Alphabet Inc. (GOOG $328.43)
- $328.43 P/E (TTM): 32.66X Cap: $3.98T
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Microsoft Corporation (MSFT $465.95)
- $465.95 P/E (TTM): 32.09X Cap: $3.46T
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Micron Technology Inc. (MU $399.65)
- $399.65 P/E (TTM): 52.38X Cap: $449.80B
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NVIDIA Corporation (NVDA $187.67)
- $187.67 P/E (TTM): 45.87X Cap: $4.56T
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Arista Networks Inc. (ANET $136.34)
- $136.34 P/E (TTM): 52.49X Cap: $171.69B
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $334.87)
- $334.87 P/E (TTM): 46.35X Cap: $1.73T
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VanEck Vectors Semiconductor ETF (SMH $400.09)
- $400.09 P/E (TTM): 33.08X Cap: $43.42B
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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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Palantir Technologies Inc. (PLTR $169.60)
- $169.60 P/E (TTM): 395.0X Cap: $404.23B
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Tortoise AI Infrastructure (TCAI $32.89)
- $32.89 P/E (TTM): 30.72X Cap: $58M
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Q: Hello Team 5i & Everyone,

With regard to the A.I. theme: If you had to pick 9 American stocks to watch that have been already running since 2023 because of A.I., which stocks would they be?

Nividia & Microsoft seem obvious. Maybe VST, AVGO… Gemini provided a list, but I’d like to know what you think please.

I find that the MAGS etf is a simple way to track the big tech stocks, but I’m not sure if the SMH etf would be too specific to track the A.I. stocks/theme?

Thank you for your help!

Sandra

Read Answer Asked by Sandra on January 23, 2026

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
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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
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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

Read Answer Asked by blake on January 19, 2026

Celestica Inc. (CLS $415.53)
- $415.53 P/E (TTM): 47.71X Cap: $47.80B
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Arista Networks Inc. (ANET $136.34)
- $136.34 P/E (TTM): 52.49X Cap: $171.69B
- View ANET Profile
- View Questions on ANET

Q: Hi Peter and 5i,
Between CLS and ANET which company would you currently invest for future stock appreciation? Say 5+ year time frame.
Thanks so much for your always stellar advice.

Read Answer Asked by Dennis on December 12, 2025