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Investment Q&A

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Alphabet Inc. (GOOG $284.12)
- $284.12 P/E (TTM): 27.82X Cap: $3.39T
- View GOOG Profile
- View Questions on GOOG
NVIDIA Corporation (NVDA $206.88)
- $206.88 P/E (TTM): 57.69X Cap: $4.92T
- View NVDA Profile
- View Questions on NVDA
Celestica Inc. (CLS $490.61)
- $490.61 P/E (TTM): 57.14X Cap: $55.54B
- View CLS Profile
- View Questions on CLS
Nebius Group N.V. (NBIS $120.47)
- $120.47 Cap: $28.68B
- View NBIS Profile
- View Questions on NBIS

Q: How would you recommend I invest a 2% position in the AI sector for a 5 - 10 year hold? Willing to take some risk.

Asked by Tim on November 03, 2025

5i Research Answer:

We can't personalize answers, but WE would see these as attractive for a sector positon over a 5+ year timeframe: NVDA, NBIS, CLS, GOOG.

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

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