• NVIDIA Corporation (NVDA $196.50)
  • $196.50 P/E (TTM): 40.5X Cap: $4.82T
  • View NVDA Profile
  • View Questions on NVDA
• Celestica Inc. (CLS $569.28)
  • $569.28 P/E (TTM): 57.39X Cap: $65.89B
  • View CLS Profile
  • View Questions on CLS
• Palantir Technologies Inc. (PLTR $135.91)
  • $135.91 P/E (TTM): 228.68X Cap: $350.05B
  • View PLTR Profile
  • View Questions on PLTR

Q: Palantir seems to be lagging many other tech names recently. What is your view on Palantir and do you see this as a buying opportunity? Or are their other names you prefer?

Thanks
Tim

Upvote 3

Read Answer Asked by Timothy on May 05, 2026

• Amazon.com Inc. (AMZN $273.55)
  • $273.55 P/E (TTM): 37.41X Cap: $2.92T
  • View AMZN Profile
  • View Questions on AMZN
• Meta Platforms Inc. (META $604.96)
  • $604.96 P/E (TTM): 25.92X Cap: $1.54T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $384.27)
  • $384.27 P/E (TTM): 35.45X Cap: $4.64T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $411.38)
  • $411.38 P/E (TTM): 25.92X Cap: $3.07T
  • View MSFT Profile
  • View Questions on MSFT
• Micron Technology Inc. (MU $640.20)
  • $640.20 P/E (TTM): 25.6X Cap: $650.08B
  • View MU Profile
  • View Questions on MU
• NVIDIA Corporation (NVDA $196.50)
  • $196.50 P/E (TTM): 40.5X Cap: $4.82T
  • View NVDA Profile
  • View Questions on NVDA
• Celestica Inc. (CLS $569.28)
  • $569.28 P/E (TTM): 57.39X Cap: $65.89B
  • View CLS Profile
  • View Questions on CLS
• Vertiv Holdings LLC Class A (VRT $341.02)
  • $341.02 P/E (TTM): 96.28X Cap: $127.12B
  • View VRT Profile
  • View Questions on VRT
• Nebius Group N.V. (NBIS $175.92)
  • $175.92 Cap: $44.79B
  • View NBIS Profile
  • View Questions on NBIS

Q: Hyperscalers (AMZN, MSFT, GOOG, META) announced plans for a staggering, nearly one trillion dollars, of spending on AI buildout for the next year. Can you recommend a basket (5?) of companies that represent the best investments to benefit from this massive spend?

Thanks.

Upvote 25

Read Answer Asked by Joel on May 04, 2026

• Celestica Inc. (CLS $569.28)
  • $569.28 P/E (TTM): 57.39X Cap: $65.89B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $146.28)
  • $146.28 P/E (TTM): 134.78X Cap: $226.09B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $289.82)
  • $289.82 P/E (TTM): 47.71X Cap: $3.49B
  • View HPS.A Profile
  • View Questions on HPS.A
• Brookfield Corporation Class A Limited Voting Shares (BN $62.47)
  • $62.47 P/E (TTM): 82.26X Cap: $137B
  • View BN Profile
  • View Questions on BN
• Nvidia CDR (CAD Hedged) (NVDA $44.28)
  • $44.28 P/E (TTM): 40.5X Cap: $6.56T
  • View NVDA Profile
  • View Questions on NVDA
• Microsoft CDR (CAD Hedged) (MSFT $29.02)
  • $29.02 P/E (TTM): 30.38X Cap: $4.17T
  • View MSFT Profile
  • View Questions on MSFT
• Amazon.com CDR (CAD Hedged) (AMZN $31.47)
  • $31.47 P/E (TTM): 37.41X Cap: $3.98T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet CDR (CAD Hedged) (GOOG $61.62)
  • $61.62 P/E (TTM): 47.66X Cap: $6.32T
  • View GOOG Profile
  • View Questions on GOOG
• Micron CDR (CAD Hedged) (MU $28.33)
  • $28.33 P/E (TTM): 71.44X Cap: $883.33B
  • View MU Profile
  • View Questions on MU

Q: Please rank this group for growth and risk over the next 2-3 years. Thanks for your great advice. Steve

Upvote 27

Read Answer Asked by Stephen on May 04, 2026