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 $183.16)
- $183.16 P/E (TTM): 54.86X Cap: $4.45T
- View NVDA Profile
- View Questions on NVDA
Constellation Software Inc. (CSU $3,936.19)
- $3,936.19 P/E (TTM): 95.55X Cap: $83.41B
- View CSU Profile
- View Questions on CSU
- View Reports on CSU
Sportradar Group AG (SRAD $24.25)
- $24.25 Cap: $7.26B
- View SRAD Profile
- View Questions on SRAD

Q: Hi Team,
With these uncertain times and some talk of cutbacks in data centre investment I was considering selling 50% of my Nvda investment and buying Csu and Srad with the proceeds. My timeframe is 10yrs or so. Would you consider this advisable or should I hold out and hope nvda gets its mojo back?

Thanks,
Shane

Asked by Shane on April 04, 2025

5i Research Answer:

NVDA is getting very cheap and remains the leader in the sector. While there has been some talk...

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

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