Fabrinet (FN) - 5i Research

Fabrinet (FN $706.53)
- $706.53 P/E (TTM): 67.68X Cap: $25.31B
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Lumentum Holdings Inc. (LITE $949.93)
- $949.93 P/E (TTM): 279.39X Cap: $67.82B
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STMicroelectronics N.V. (STM $55.75)
- $55.75 P/E (TTM): 306.33X Cap: $49.54B
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Arista Networks Inc. (ANET $172.70)
- $172.70 P/E (TTM): 62.8X Cap: $217.45B
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Coherent Corp. (COHR $329.50)
- $329.50 P/E (TTM): 310.4X Cap: $61.77B
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Fabrinet (FN $706.53)
- $706.53 P/E (TTM): 67.68X Cap: $25.31B
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Credo Technology Group Holding Ltd (CRDO $184.38)
- $184.38 P/E (TTM): 101.31X Cap: $34B
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Q: Thoughts on the fibre optic industry in general as it relates to data transfer. Thoughts in general?Is the pull back a good time to invest in it? Specifically these companies. COHR, ANET, CRDO, FN, LITE and STM.
Thanks

Read Answer Asked by Dale on April 30, 2026

Alphabet Inc. (GOOG $383.22)
- $383.22 P/E (TTM): 35.33X Cap: $4.66T
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Intuitive Surgical Inc. (ISRG $457.78)
- $457.78 P/E (TTM): 55.6X Cap: $162.12B
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NVIDIA Corporation (NVDA $198.45)
- $198.45 P/E (TTM): 40.73X Cap: $4.82T
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JPMorgan Chase & Co. (JPM $312.47)
- $312.47 P/E (TTM): 15.62X Cap: $838.11B
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United Rentals Inc. (URI $949.23)
- $949.23 P/E (TTM): 24.59X Cap: $59.46B
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Constellation Software Inc. (CSU $2,441.95)
- $2,441.95 P/E (TTM): 73.83X Cap: $51.74B
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Teradyne Inc. (TER $345.42)
- $345.42 P/E (TTM): 98.98X Cap: $54.07B
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Monolithic Power Systems Inc. (MPWR $1,583.48)
- $1,583.48 P/E (TTM): 123.13X Cap: $77.79B
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Fabrinet (FN $706.53)
- $706.53 P/E (TTM): 67.68X Cap: $25.31B
- View FN Profile
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Q: NVDA position has reached 12% of my portfolio thanks to it being at all time high.
Google position has become 17% also to it being at ATH.
Together they compose of 29% of my portfolio!!.

I think I have to sell a bit to manage risk. Of course the playbook is to sell a portion of these guys to buy something under valued that has more upside. But what looks better than NVDA and GOOGLE at the moment?

Read Answer Asked by Anh on April 28, 2026

Alphabet Inc. (GOOG $383.22)
- $383.22 P/E (TTM): 35.33X Cap: $4.66T
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Micron Technology Inc. (MU $542.21)
- $542.21 P/E (TTM): 24.42X Cap: $611.46B
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NVIDIA Corporation (NVDA $198.45)
- $198.45 P/E (TTM): 40.73X Cap: $4.82T
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $289.61)
- $289.61 P/E (TTM): 47.71X Cap: $3.44B
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Teradyne Inc. (TER $345.42)
- $345.42 P/E (TTM): 98.98X Cap: $54.07B
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Monolithic Power Systems Inc. (MPWR $1,583.48)
- $1,583.48 P/E (TTM): 123.13X Cap: $77.79B
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Fabrinet (FN $706.53)
- $706.53 P/E (TTM): 67.68X Cap: $25.31B
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Vertiv Holdings LLC Class A (VRT $328.31)
- $328.31 P/E (TTM): 96.33X Cap: $126.10B
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Nebius Group N.V. (NBIS $154.49)
- $154.49 Cap: $39.22B
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Q: I have full positions in NVDA, NBIS and GOOG and do not need to add. For additional money directed at the AI theme, please suggest 4 US companies and 4 CDN companies to buy today and hold for 3-5 years. A one sentence explanation for each choice would be appreciated. Thanks

Read Answer Asked by Richard on April 28, 2026