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NVIDIA Corporation (NVDA $182.70)
- $182.70 P/E (TTM): 58.31X Cap: $4.45T
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Celestica Inc. (CLS $285.87)
- $285.87 P/E (TTM): 44.95X Cap: $32.87B
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Vertiv Holdings LLC Class A (VRT $139.93)
- $139.93 P/E (TTM): 81.04X Cap: $53.43B
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Nebius Group N.V. (NBIS $68.78)
- $68.78 Cap: $16.37B
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Q: Is there anything you would buy today on the DeepSeek fallout? I have listed a few but am open to other suggestions. Thanks.

Asked by Alex on January 27, 2025

5i Research Answer:

With its lower valuation, as well as non-AI business. CLS is likely the best contrarian bet...

Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in NVDA, VRT, NBIS.

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