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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.

Amazon.com Inc. (AMZN $210.32)
- $210.32 P/E (TTM): 31.45X Cap: $2.24T
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Alphabet Inc. (GOOG $323.10)
- $323.10 P/E (TTM): 32.71X Cap: $3.90T
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Alphabet Inc. (GOOGL $322.86)
- $322.86 P/E (TTM): 29.87X Cap: $3.90T
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Microsoft Corporation (MSFT $401.14)
- $401.14 P/E (TTM): 28.0X Cap: $2.97T
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Arista Networks Inc. (ANET $137.49)
- $137.49 P/E (TTM): 48.74X Cap: $173.13B
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Coherent Corp. (COHR $227.68)
- $227.68 P/E (TTM): 294.7X Cap: $42.68B
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Fabrinet (FN $503.99)
- $503.99 P/E (TTM): 45.59X Cap: $15.15B
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Credo Technology Group Holding Ltd (CRDO $111.40)
- $111.40 P/E (TTM): 96.03X Cap: $20.12B
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Q: Would you consider these as early winners as AI "picks and shovels", quite apart from SMCI which has had a huge run-up?
What are your views on other hardware for cloud benefitting from AI - such as, IBM DELL HPE NET and CSCO. Bottom line - which are buyable today or could you suggest buy prices?

Read Answer Asked by sam on June 16, 2023

Coherent Corp. (COHR $227.68)
- $227.68 P/E (TTM): 294.7X Cap: $42.68B
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Coherent Corp Com (IIVI)
- P/E (TTM): 28.7X Cap: $5.49B
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Q: I asked about COHR (formerly IIVI) last week and haven't seen a reply yet I am down 63% on it and wondering if I should hold or move on.
Thank You
Peter

Read Answer Asked by Peter on October 31, 2022

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