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Super Micro Computer Inc. (SMCI $30.16)
- $30.16 P/E (TTM): 23.75X Cap: $18B
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Super Micro Computer Inc. (SMCI $30.16)
- $30.16 P/E (TTM): 23.75X Cap: $18B
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Dell Technologies Inc. Class C (DELL $120.62)
- $120.62 P/E (TTM): 15.75X Cap: $79.93B
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Vertiv Holdings LLC Class A (VRT $163.58)
- $163.58 P/E (TTM): 61.73X Cap: $62.54B
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IREN Limited (IREN $46.03)
- $46.03 P/E (TTM): 42.62X Cap: $15.11B
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Nebius Group N.V. (NBIS $97.93)
- $97.93 Cap: $23.31B
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CoreWeave Inc. (CRWV $80.14)
- $80.14 Cap: $39.93B
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Q: Greetings 5i, which companies do you consider to be NBIS's closest competitors? Out of this "peer group" how many of them do you think it is necessary to own to reap the benefits from exposure to the industry? Thank you.
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Super Micro Computer Inc. (SMCI $30.16)
- $30.16 P/E (TTM): 23.75X Cap: $18B
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UiPath Inc. Class A (PATH $16.32)
- $16.32 P/E (TTM): 38.86X Cap: $8.72B
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Nebius Group N.V. (NBIS $97.93)
- $97.93 Cap: $23.31B
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SoundHound AI Inc. (SOUN $11.75)
- $11.75 Cap: $4.93B
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Q: I am trying to reduce the number of stocks in my portfolio. I hold both these but in small quantities. No tax consequences. Any reason to keep or add to either ? Thoughts on one stock to consider for replacing them, please ?
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Celestica Inc. (CLS $420.38)
- $420.38 P/E (TTM): 50.28X Cap: $48.35B
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Super Micro Computer Inc. (SMCI $30.16)
- $30.16 P/E (TTM): 23.75X Cap: $18B
- View SMCI Profile
- View Questions on SMCI
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IREN Limited (IREN $46.03)
- $46.03 P/E (TTM): 42.62X Cap: $15.11B
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Nebius Group N.V. (NBIS $97.93)
- $97.93 Cap: $23.31B
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Q: 5i refers to Celestica as being cheaper than peers. What peers are you referring to?
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