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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

NVIDIA Corporation (NVDA $174.18)
- $174.18 P/E (TTM): 58.58X Cap: $4.37T
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Celestica Inc. (CLS $267.50)
- $267.50 P/E (TTM): 45.03X Cap: $33.61B
- View CLS Profile
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Vertiv Holdings LLC Class A (VRT $127.55)
- $127.55 P/E (TTM): 75.18X Cap: $51.25B
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Nebius Group N.V. (NBIS $68.32)
- $68.32 Cap: $17.15B
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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 today on its lower valuation (also lower vs peers). We think we would let this fear sell-off gestate a few more days before considering moves on the others.

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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