Investment Q&A

• Broadcom Inc. (AVGO $358.98)
  • $358.98 P/E (TTM): 89.78X Cap: $1.69T
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• Microsoft Corporation (MSFT $507.16)
  • $507.16 P/E (TTM): 36.58X Cap: $3.76T
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• NVIDIA Corporation (NVDA $195.21)
  • $195.21 P/E (TTM): 56.61X Cap: $4.74T
  • View NVDA Profile
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• Advanced Micro Devices Inc. (AMD $256.33)
  • $256.33 P/E (TTM): 144.37X Cap: $415.98B
  • View AMD Profile
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Q: What would be in your opinion 2 or 3 names that could be giving NVDA some serious competition now and or in the near future?
Thank you!

Upvote 8

Read Answer Asked by Jacques on March 09, 2024

• Advanced Micro Devices Inc. (AMD $256.33)
  • $256.33 P/E (TTM): 144.37X Cap: $415.98B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $293.64)
  • $293.64 P/E (TTM): 40.42X Cap: $1.52T
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Q: I’m trimming Nvidia and Apple because they’re overweight and would like to choose either TSM or AMD to add to my portfolio.
Thoughts?

Upvote 7

Read Answer Asked by Dennis on February 15, 2024

• Descartes Systems Group Inc. (The) (DSG $120.77)
  • $120.77 P/E (TTM): 50.51X Cap: $10.37B
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• Advanced Micro Devices Inc. (AMD $256.33)
  • $256.33 P/E (TTM): 144.37X Cap: $415.98B
  • View AMD Profile
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• Fortinet Inc. (FTNT $85.99)
  • $85.99 P/E (TTM): 33.95X Cap: $65.89B
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• Palantir Technologies Inc. (PLTR $187.90)
  • $187.90 P/E (TTM): 635.8X Cap: $447.84B
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• UiPath Inc. Class A (PATH $14.55)
  • $14.55 P/E (TTM): 475.67X Cap: $7.72B
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.75)
  • $64.75 P/E (TTM): 106.55X Cap: $145.26B
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Q: What would you consider a good entry point for these companies?

Upvote 5

Read Answer Asked by Gordon on February 14, 2024

• NVIDIA Corporation (NVDA $195.21)
  • $195.21 P/E (TTM): 56.61X Cap: $4.74T
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• Advanced Micro Devices Inc. (AMD $256.33)
  • $256.33 P/E (TTM): 144.37X Cap: $415.98B
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Q: I own AMD but not NVDA. I believe that NVDA has a better growth profile and was thinking of a straight-up switch. I hold AMD in an RRSP account so there wouldn't be any tax consequences. Does this make sense?

Upvote 10

Read Answer Asked by Brendan on February 09, 2024

• Celestica Inc. (CLS $497.19)
  • $497.19 P/E (TTM): 55.97X Cap: $57.19B
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• ATS Corporation (ATS $41.69)
  • $41.69 Cap: $4.07B
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• Kinaxis Inc. (KXS $170.63)
  • $170.63 P/E (TTM): 139.45X Cap: $4.82B
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• TerraVest Industries Inc. (TVK $126.88)
  • $126.88 Cap: $2.75B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $208.13)
  • $208.13 P/E (TTM): 30.18X Cap: $2.47B
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• Advanced Micro Devices Inc. (AMD $256.33)
  • $256.33 P/E (TTM): 144.37X Cap: $415.98B
  • View AMD Profile
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• Super Micro Computer Inc. (SMCI $42.03)
  • $42.03 P/E (TTM): 28.21X Cap: $24.97B
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• Vertiv Holdings LLC Class A (VRT $190.71)
  • $190.71 P/E (TTM): 68.23X Cap: $72.82B
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• Celsius Holdings Inc. (CELH $59.92)
  • $59.92 P/E (TTM): 156.74X Cap: $15.45B
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• Duolingo Inc. (DUOL $260.02)
  • $260.02 P/E (TTM): 107.84X Cap: $11.91B
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Q: Which 5 Canadian and 5 US companies would you buy for pure growth over the next 6 months? Can you provide a bullet for each on risk and main reasons for selection?

Upvote 39

Read Answer Asked on January 31, 2024

• NVIDIA Corporation (NVDA $195.21)
  • $195.21 P/E (TTM): 56.61X Cap: $4.74T
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• Advanced Micro Devices Inc. (AMD $256.33)
  • $256.33 P/E (TTM): 144.37X Cap: $415.98B
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Q: NVDA has a p/e of 83 and AMD has a p/e of 329 according to RBC direct investing. I own both and want to sell one. What do you think? Thank you

Upvote 3

Read Answer Asked by Richard on January 31, 2024

• Advanced Micro Devices Inc. (AMD $256.33)
  • $256.33 P/E (TTM): 144.37X Cap: $415.98B
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Q: Please comment on results released today after close. It was down 6.49% to $160.90. Add,Hold or Trim/sell. Txs for u usual great services & views

Upvote 2

Read Answer Asked by Peter on January 31, 2024

• Apple Inc. (AAPL $270.14)
  • $270.14 P/E (TTM): 36.1X Cap: $3.99T
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• Adobe Inc. (ADBE $335.53)
  • $335.53 P/E (TTM): 21.51X Cap: $140.45B
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• Amazon.com Inc. (AMZN $250.20)
  • $250.20 P/E (TTM): 35.21X Cap: $2.67T
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• Broadcom Inc. (AVGO $358.98)
  • $358.98 P/E (TTM): 89.78X Cap: $1.69T
  • View AVGO Profile
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• Cisco Systems Inc. (CSCO $72.10)
  • $72.10 P/E (TTM): 28.36X Cap: $285.02B
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• Meta Platforms Inc. (META $635.95)
  • $635.95 P/E (TTM): 27.78X Cap: $1.60T
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• Alphabet Inc. (GOOG $284.75)
  • $284.75 P/E (TTM): 27.45X Cap: $3.43T
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• Alphabet Inc. (GOOGL $284.31)
  • $284.31 P/E (TTM): 27.4X Cap: $3.43T
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• Microsoft Corporation (MSFT $507.16)
  • $507.16 P/E (TTM): 36.58X Cap: $3.76T
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• NVIDIA Corporation (NVDA $195.21)
  • $195.21 P/E (TTM): 56.61X Cap: $4.74T
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• Accenture plc Class A (Ireland) (ACN $247.82)
  • $247.82 P/E (TTM): 19.99X Cap: $163.10B
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• Salesforce Inc. (CRM $252.68)
  • $252.68 P/E (TTM): 36.98X Cap: $240.55B
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• Oracle Corporation (ORCL $250.31)
  • $250.31 P/E (TTM): 57.45X Cap: $711.30B
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• Tesla Inc. (TSLA $462.07)
  • $462.07 P/E (TTM): 296.17X Cap: $1.53T
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• Advanced Micro Devices Inc. (AMD $256.33)
  • $256.33 P/E (TTM): 144.37X Cap: $415.98B
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Q: hi,
thank you for, and this question is in reference to, the answer to the "baby Mag 7" question a few days ago by "JR". are you able to do a short analysis of these 7, compared to the "adult" Mag 7 in regards current and future valuation, growth, debt/equity metrics. further, do you have any guess on the timeline of googl/meta etc.'s development/utilization of their own AI chips in house?
take as many points off as needed, this question seems like a bad homework assignment to me!
thanks Chris

Upvote 8

Read Answer Asked by chris on January 30, 2024

• Broadcom Inc. (AVGO $358.98)
  • $358.98 P/E (TTM): 89.78X Cap: $1.69T
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• Alphabet Inc. (GOOG $284.75)
  • $284.75 P/E (TTM): 27.45X Cap: $3.43T
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• Microsoft Corporation (MSFT $507.16)
  • $507.16 P/E (TTM): 36.58X Cap: $3.76T
  • View MSFT Profile
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• NVIDIA Corporation (NVDA $195.21)
  • $195.21 P/E (TTM): 56.61X Cap: $4.74T
  • View NVDA Profile
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• JPMorgan Chase & Co. (JPM $311.68)
  • $311.68 P/E (TTM): 15.86X Cap: $848.47B
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• Mastercard Incorporated (MA $553.31)
  • $553.31 P/E (TTM): 35.34X Cap: $496.87B
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• Constellation Software Inc. (CSU $3,570.98)
  • $3,570.98 P/E (TTM): 85.49X Cap: $75.67B
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• Kinaxis Inc. (KXS $170.63)
  • $170.63 P/E (TTM): 139.45X Cap: $4.82B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $230.63)
  • $230.63 P/E (TTM): 91.09X Cap: $300.11B
  • View SHOP Profile
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• Advanced Micro Devices Inc. (AMD $256.33)
  • $256.33 P/E (TTM): 144.37X Cap: $415.98B
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• Palo Alto Networks Inc. (PANW $213.18)
  • $213.18 P/E (TTM): 133.66X Cap: $142.59B
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• Arista Networks Inc. (ANET $140.42)
  • $140.42 P/E (TTM): 60.22X Cap: $176.48B
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• Cadence Design Systems Inc. (CDNS $327.63)
  • $327.63 P/E (TTM): 86.1X Cap: $89.18B
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• Super Micro Computer Inc. (SMCI $42.03)
  • $42.03 P/E (TTM): 28.21X Cap: $24.97B
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• Vertiv Holdings LLC Class A (VRT $190.71)
  • $190.71 P/E (TTM): 68.23X Cap: $72.82B
  • View VRT Profile
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Q: JPM has had a decent run but I'm thinking of swapping it for Mastercard. Can I get your thoughts please?

Palo Alto has also been terrific, but I'm trying to add more AI into my portfolio. I'd like to sell it and find a new name, CDN or US. I own MSFT, AAPL, Salesforce, GOOG, Meta, NVDA, Constellation, Shopify and Kinaxis. I was thinking of Taiwan Semi, AMD or Broadcom, but can I get your thoughts please?

Upvote 10

Read Answer Asked by Gregory on January 29, 2024

• NVIDIA Corporation (NVDA $195.21)
  • $195.21 P/E (TTM): 56.61X Cap: $4.74T
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• Advanced Micro Devices Inc. (AMD $256.33)
  • $256.33 P/E (TTM): 144.37X Cap: $415.98B
  • View AMD Profile
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Q: For someone looking to make a first time entry into the sector, which one of the two would you recommend and why? Are there any others to consider that would rank above these?

Thank you.

Upvote 5

Read Answer Asked by Constantinos on January 29, 2024

• NVIDIA Corporation (NVDA $195.21)
  • $195.21 P/E (TTM): 56.61X Cap: $4.74T
  • View NVDA Profile
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• Advanced Micro Devices Inc. (AMD $256.33)
  • $256.33 P/E (TTM): 144.37X Cap: $415.98B
  • View AMD Profile
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• The Trade Desk Inc. (TTD $47.70)
  • $47.70 P/E (TTM): 56.92X Cap: $23.32B
  • View TTD Profile
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• Super Micro Computer Inc. (SMCI $42.03)
  • $42.03 P/E (TTM): 28.21X Cap: $24.97B
  • View SMCI Profile
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• Vertiv Holdings LLC Class A (VRT $190.71)
  • $190.71 P/E (TTM): 68.23X Cap: $72.82B
  • View VRT Profile
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Q: Hello 5i,
I own the following in a non registered account: SHOP TTD GSY HPS NVDA WELL KXS. I'm thinking of adding SCMI VRT AMD.
Could rank these ten stocks for growth over the next two-three years for an above average risk tolerance.
Thanks
Dave

Upvote 17

Read Answer Asked by Dave on January 25, 2024

• NVIDIA Corporation (NVDA $195.21)
  • $195.21 P/E (TTM): 56.61X Cap: $4.74T
  • View NVDA Profile
  • View Questions on NVDA
• Advanced Micro Devices Inc. (AMD $256.33)
  • $256.33 P/E (TTM): 144.37X Cap: $415.98B
  • View AMD Profile
  • View Questions on AMD
• Super Micro Computer Inc. (SMCI $42.03)
  • $42.03 P/E (TTM): 28.21X Cap: $24.97B
  • View SMCI Profile
  • View Questions on SMCI
• Vertiv Holdings LLC Class A (VRT $190.71)
  • $190.71 P/E (TTM): 68.23X Cap: $72.82B
  • View VRT Profile
  • View Questions on VRT

Q: Dear 5i
Are smci and vrt different enough to own both in a TFSA ?
Also i was thinking of buying NVDA for one TFSA and AMD for the other TFSA as a way of not betting just on one or the other . Would you agree with this line of thinking or not ?
Thanks
Bill C

Upvote 4

Read Answer Asked by Bill on January 24, 2024

• Meta Platforms Inc. (META $635.95)
  • $635.95 P/E (TTM): 27.78X Cap: $1.60T
  • View META Profile
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• NVIDIA Corporation (NVDA $195.21)
  • $195.21 P/E (TTM): 56.61X Cap: $4.74T
  • View NVDA Profile
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• Celestica Inc. (CLS $497.19)
  • $497.19 P/E (TTM): 55.97X Cap: $57.19B
  • View CLS Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $230.63)
  • $230.63 P/E (TTM): 91.09X Cap: $300.11B
  • View SHOP Profile
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• Advanced Micro Devices Inc. (AMD $256.33)
  • $256.33 P/E (TTM): 144.37X Cap: $415.98B
  • View AMD Profile
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• Axon Enterprise Inc. (AXON $639.53)
  • $639.53 P/E (TTM): 174.61X Cap: $50.20B
  • View AXON Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.75)
  • $64.75 P/E (TTM): 106.55X Cap: $145.26B
  • View BN Profile
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Q: Dear 5i
Which of the above listed stocks would you place in an RRSP and which in a TFSA and in what order of preference ?
Thanks
Bill C

Upvote 5

Read Answer Asked by Bill on January 24, 2024

• Apple Inc. (AAPL $270.14)
  • $270.14 P/E (TTM): 36.1X Cap: $3.99T
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• Amazon.com Inc. (AMZN $250.20)
  • $250.20 P/E (TTM): 35.21X Cap: $2.67T
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• Costco Wholesale Corporation (COST $935.03)
  • $935.03 P/E (TTM): 67.53X Cap: $414.38B
  • View COST Profile
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• Meta Platforms Inc. (META $635.95)
  • $635.95 P/E (TTM): 27.78X Cap: $1.60T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $284.75)
  • $284.75 P/E (TTM): 27.45X Cap: $3.43T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $507.16)
  • $507.16 P/E (TTM): 36.58X Cap: $3.76T
  • View MSFT Profile
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• NVIDIA Corporation (NVDA $195.21)
  • $195.21 P/E (TTM): 56.61X Cap: $4.74T
  • View NVDA Profile
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• Booking Holdings Inc. (BKNG $4,911.15)
  • $4,911.15 P/E (TTM): 32.52X Cap: $158.30B
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• Eli Lilly and Company (LLY $925.81)
  • $925.81 P/E (TTM): 44.37X Cap: $875.24B
  • View LLY Profile
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• Oracle Corporation (ORCL $250.31)
  • $250.31 P/E (TTM): 57.45X Cap: $711.30B
  • View ORCL Profile
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• Constellation Software Inc. (CSU $3,570.98)
  • $3,570.98 P/E (TTM): 85.49X Cap: $75.67B
  • View CSU Profile
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  • View Reports on CSU
• Alimentation Couche-Tard Inc. (ATD $70.24)
  • $70.24 P/E (TTM): 18.11X Cap: $66.06B
  • View ATD Profile
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• Advanced Micro Devices Inc. (AMD $256.33)
  • $256.33 P/E (TTM): 144.37X Cap: $415.98B
  • View AMD Profile
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• Pure Storage Inc. Class A (PSTG $97.01)
  • $97.01 P/E (TTM): 226.43X Cap: $31.88B
  • View PSTG Profile
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• Super Micro Computer Inc. (SMCI $42.03)
  • $42.03 P/E (TTM): 28.21X Cap: $24.97B
  • View SMCI Profile
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• Axon Enterprise Inc. (AXON $639.53)
  • $639.53 P/E (TTM): 174.61X Cap: $50.20B
  • View AXON Profile
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• Shopify Inc. (SHOP $162.92)
  • $162.92 P/E (TTM): 91.09X Cap: $212.48B
  • View SHOP Profile
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• Vertiv Holdings LLC Class A (VRT $190.71)
  • $190.71 P/E (TTM): 68.23X Cap: $72.82B
  • View VRT Profile
  • View Questions on VRT
• Palantir Technologies Inc. (PLTR $187.90)
  • $187.90 P/E (TTM): 635.8X Cap: $447.84B
  • View PLTR Profile
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• Arm Holdings plc (ARM $160.19)
  • $160.19 P/E (TTM): 214.31X Cap: $179.88B
  • View ARM Profile
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Q: I'm looking to invest some funds...

Question 1 :
- I own ARM,GOOG,MSFT,PLTR, CSU,COST, ATD
- Should I Add to my current positions ?
- Which ones?

Question2 :
- What companies should I add to my portfolio?
- Screaming Buy And/Or Must Have in my portfolio ??
- Rank 1 Screaming Buy...then...

Thanks,
M

Upvote 20

Read Answer Asked by michael on January 23, 2024

• Apple Inc. (AAPL $270.14)
  • $270.14 P/E (TTM): 36.1X Cap: $3.99T
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• Adobe Inc. (ADBE $335.53)
  • $335.53 P/E (TTM): 21.51X Cap: $140.45B
  • View ADBE Profile
  • View Questions on ADBE
• Amazon.com Inc. (AMZN $250.20)
  • $250.20 P/E (TTM): 35.21X Cap: $2.67T
  • View AMZN Profile
  • View Questions on AMZN
• Broadcom Inc. (AVGO $358.98)
  • $358.98 P/E (TTM): 89.78X Cap: $1.69T
  • View AVGO Profile
  • View Questions on AVGO
• Cisco Systems Inc. (CSCO $72.10)
  • $72.10 P/E (TTM): 28.36X Cap: $285.02B
  • View CSCO Profile
  • View Questions on CSCO
• Meta Platforms Inc. (META $635.95)
  • $635.95 P/E (TTM): 27.78X Cap: $1.60T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $284.75)
  • $284.75 P/E (TTM): 27.45X Cap: $3.43T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $507.16)
  • $507.16 P/E (TTM): 36.58X Cap: $3.76T
  • View MSFT Profile
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• NVIDIA Corporation (NVDA $195.21)
  • $195.21 P/E (TTM): 56.61X Cap: $4.74T
  • View NVDA Profile
  • View Questions on NVDA
• Accenture plc Class A (Ireland) (ACN $247.82)
  • $247.82 P/E (TTM): 19.99X Cap: $163.10B
  • View ACN Profile
  • View Questions on ACN
• Salesforce Inc. (CRM $252.68)
  • $252.68 P/E (TTM): 36.98X Cap: $240.55B
  • View CRM Profile
  • View Questions on CRM
• Oracle Corporation (ORCL $250.31)
  • $250.31 P/E (TTM): 57.45X Cap: $711.30B
  • View ORCL Profile
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• Tesla Inc. (TSLA $462.07)
  • $462.07 P/E (TTM): 296.17X Cap: $1.53T
  • View TSLA Profile
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• Advanced Micro Devices Inc. (AMD $256.33)
  • $256.33 P/E (TTM): 144.37X Cap: $415.98B
  • View AMD Profile
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Q: Peter,
what would be your list of baby Mag 7 that have high probability of solid growth and show possibility of becoming the new Mag member? Do you see AMD as a potential contender?

Upvote 16

Read Answer Asked by JR on January 19, 2024

• Broadcom Inc. (AVGO $358.98)
  • $358.98 P/E (TTM): 89.78X Cap: $1.69T
  • View AVGO Profile
  • View Questions on AVGO
• NVIDIA Corporation (NVDA $195.21)
  • $195.21 P/E (TTM): 56.61X Cap: $4.74T
  • View NVDA Profile
  • View Questions on NVDA
• QUALCOMM Incorporated (QCOM $179.72)
  • $179.72 P/E (TTM): 16.7X Cap: $193.91B
  • View QCOM Profile
  • View Questions on QCOM
• Advanced Micro Devices Inc. (AMD $256.33)
  • $256.33 P/E (TTM): 144.37X Cap: $415.98B
  • View AMD Profile
  • View Questions on AMD
• Lattice Semiconductor Corporation (LSCC $63.15)
  • $63.15 P/E (TTM): 274.91X Cap: $8.63B
  • View LSCC Profile
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Q: Hi, Can you suggest some chip equipment makers and your thoughts on them.

Cheers, Chris

All the best for the new year to staff and members

Upvote 14

Read Answer Asked by Christopher on January 09, 2024

• Amazon.com Inc. (AMZN $250.20)
  • $250.20 P/E (TTM): 35.21X Cap: $2.67T
  • View AMZN Profile
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• Equinix Inc. (EQIX $822.12)
  • $822.12 P/E (TTM): 76.35X Cap: $80.72B
  • View EQIX Profile
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• Meta Platforms Inc. (META $635.95)
  • $635.95 P/E (TTM): 27.78X Cap: $1.60T
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• Alphabet Inc. (GOOG $284.75)
  • $284.75 P/E (TTM): 27.45X Cap: $3.43T
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• Intel Corporation (INTC $38.38)
  • $38.38 Cap: $167.98B
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• Microsoft Corporation (MSFT $507.16)
  • $507.16 P/E (TTM): 36.58X Cap: $3.76T
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• NVIDIA Corporation (NVDA $195.21)
  • $195.21 P/E (TTM): 56.61X Cap: $4.74T
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• QUALCOMM Incorporated (QCOM $179.72)
  • $179.72 P/E (TTM): 16.7X Cap: $193.91B
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• Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM $100.47)
  • $100.47 P/E (TTM): 738.0X Cap: $29.67B
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• Tesla Inc. (TSLA $462.07)
  • $462.07 P/E (TTM): 296.17X Cap: $1.53T
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• Advanced Micro Devices Inc. (AMD $256.33)
  • $256.33 P/E (TTM): 144.37X Cap: $415.98B
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• Super Micro Computer Inc. (SMCI $42.03)
  • $42.03 P/E (TTM): 28.21X Cap: $24.97B
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• Vertiv Holdings LLC Class A (VRT $190.71)
  • $190.71 P/E (TTM): 68.23X Cap: $72.82B
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Q: If the world is going to need all this power to deal with all this Artificial Intelligence that is going to be happening in the coming years, what stocks in your opinion will benefit from this need for electrification? BTW I tend to like stocks that are on the more liquid side so please push your answer in that direction please and thanks

Upvote 13

Read Answer Asked by Martin on December 14, 2023

• NVIDIA Corporation (NVDA $195.21)
  • $195.21 P/E (TTM): 56.61X Cap: $4.74T
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• United Rentals Inc. (URI $844.51)
  • $844.51 P/E (TTM): 21.97X Cap: $54.33B
  • View URI Profile
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• Advanced Micro Devices Inc. (AMD $256.33)
  • $256.33 P/E (TTM): 144.37X Cap: $415.98B
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• Ulta Beauty Inc. (ULTA $521.82)
  • $521.82 P/E (TTM): 19.83X Cap: $23.39B
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• Super Micro Computer Inc. (SMCI $42.03)
  • $42.03 P/E (TTM): 28.21X Cap: $24.97B
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• Elastic N.V. (ESTC $87.04)
  • $87.04 Cap: $9.24B
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• Vertiv Holdings LLC Class A (VRT $190.71)
  • $190.71 P/E (TTM): 68.23X Cap: $72.82B
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Q: Hi team,

Which Canadian and U.S. stocks do you see as presently having positive momentum leading to strong growth in a near future ?

Have a good day,

Jacques IDS

Upvote 28

Read Answer Asked by Jacques on December 08, 2023

• Amazon.com Inc. (AMZN $250.20)
  • $250.20 P/E (TTM): 35.21X Cap: $2.67T
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• Meta Platforms Inc. (META $635.95)
  • $635.95 P/E (TTM): 27.78X Cap: $1.60T
  • View META Profile
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• Alphabet Inc. (GOOGL $284.31)
  • $284.31 P/E (TTM): 27.4X Cap: $3.43T
  • View GOOGL Profile
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• Microsoft Corporation (MSFT $507.16)
  • $507.16 P/E (TTM): 36.58X Cap: $3.76T
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• NVIDIA Corporation (NVDA $195.21)
  • $195.21 P/E (TTM): 56.61X Cap: $4.74T
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• International Business Machines Corporation (IBM $306.77)
  • $306.77 P/E (TTM): 35.9X Cap: $286.74B
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• Advanced Micro Devices Inc. (AMD $256.33)
  • $256.33 P/E (TTM): 144.37X Cap: $415.98B
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• Arista Networks Inc. (ANET $140.42)
  • $140.42 P/E (TTM): 60.22X Cap: $176.48B
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• Cadence Design Systems Inc. (CDNS $327.63)
  • $327.63 P/E (TTM): 86.1X Cap: $89.18B
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• Synopsys Inc. (SNPS $409.11)
  • $409.11 P/E (TTM): 57.14X Cap: $75.99B
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Q: Can you provide a list of top companies to play the AI phenom.

Upvote 7

Read Answer Asked by Kim on December 01, 2023

• Apple Inc. (AAPL $270.14)
  • $270.14 P/E (TTM): 36.1X Cap: $3.99T
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• Microsoft Corporation (MSFT $507.16)
  • $507.16 P/E (TTM): 36.58X Cap: $3.76T
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• NVIDIA Corporation (NVDA $195.21)
  • $195.21 P/E (TTM): 56.61X Cap: $4.74T
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• Ford Motor Company (F $13.11)
  • $13.11 P/E (TTM): 11.03X Cap: $52.23B
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• Magna International Inc. (MG $70.50)
  • $70.50 P/E (TTM): 11.56X Cap: $19.86B
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• Advanced Micro Devices Inc. (AMD $256.33)
  • $256.33 P/E (TTM): 144.37X Cap: $415.98B
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Q: Hello 5i,
I am considering to let go of Ford and Magna as I don't see an EV catalyst for Ford and I am not sure about Magna since the Apple car rumour has disappeared !!!!
If I was to sell both, I like to add to one of the other tech companies ( listed above). On an evaluation basis which one is cheaper and that it has the forward momentum to excel in terms of their existing products and AI?
Thanks
Carlo

Upvote 9

Read Answer Asked by Carlo on November 24, 2023