Investment Q&A

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NVIDIA Corporation (NVDA $198.69)
- $198.69 P/E (TTM): 58.94X Cap: $4.82T
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Constellation Software Inc. (CSU $3,507.03)
- $3,507.03 P/E (TTM): 89.98X Cap: $74.31B
- View CSU Profile
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Q: Assuming that one is a bit overweight in CSU and lacking NVDA, how would you consider a reallocation of investment dollars at the current time (i.e., realizing they have been trending in opposite directions)?

Relatedly, would you be comfortable purchasing NVDA at current levels (~$205).

Thanks!

Asked by Steven on November 03, 2025

5i Research Answer:

We continue to like CSU and believe it to be a high-quality, long-term name, but we would be...

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

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