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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.

Alphabet Inc. (GOOG $315.32)
- $315.32 P/E (TTM): 31.13X Cap: $3.80T
- View GOOG Profile
- View Questions on GOOG
NVIDIA Corporation (NVDA $188.85)
- $188.85 P/E (TTM): 46.86X Cap: $4.58T
- View NVDA Profile
- View Questions on NVDA
Celestica Inc. (CLS $414.70)
- $414.70 P/E (TTM): 50.14X Cap: $47.70B
- View CLS Profile
- View Questions on CLS
Nebius Group N.V. (NBIS $89.95)
- $89.95 Cap: $21.41B
- 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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