• Broadcom Inc. (AVGO $319.55)
  • $319.55 P/E (TTM): 69.55X Cap: $1.51T
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• KLA Corporation (KLAC $1,524.55)
  • $1,524.55 P/E (TTM): 43.31X Cap: $199.83B
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• Lam Research Corporation (LRCX $233.89)
  • $233.89 P/E (TTM): 49.75X Cap: $292.07B
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• Micron Technology Inc. (MU $412.37)
  • $412.37 P/E (TTM): 40.02X Cap: $464.12B
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• NVIDIA Corporation (NVDA $177.19)
  • $177.19 P/E (TTM): 47.53X Cap: $4.30T
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• Emerson Electric Company (EMR $150.75)
  • $150.75 P/E (TTM): 36.02X Cap: $84.72B
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• Eaton Corporation PLC (ETN $375.92)
  • $375.92 P/E (TTM): 36.2X Cap: $145.81B
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• NRG Energy Inc. (NRG $178.96)
  • $178.96 P/E (TTM): 26.41X Cap: $39.50B
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• Rockwell Automation Inc. (ROK $407.45)
  • $407.45 P/E (TTM): 44.35X Cap: $45.78B
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• Advanced Micro Devices Inc. (AMD $200.21)
  • $200.21 P/E (TTM): 74.19X Cap: $326.42B
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• Take-Two Interactive Software Inc. (TTWO $211.48)
  • $211.48 Cap: $39.15B
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• MasTec Inc. (MTZ $298.02)
  • $298.02 P/E (TTM): 66.15X Cap: $22.87B
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• Elastic N.V. (ESTC $52.07)
  • $52.07 Cap: $5.48B
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• Clear Channel Outdoor Holdings Inc. (CCO $2.40)
  • $2.40 Cap: $1.19B
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• EMCOR Group Inc. (EME $724.62)
  • $724.62 P/E (TTM): 32.46X Cap: $32.26B
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• Comfort Systems USA Inc. (FIX $1,429.37)
  • $1,429.37 P/E (TTM): 48.91X Cap: $50.27B
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• SPX Technologies Inc. (SPXC $226.94)
  • $226.94 P/E (TTM): 50.68X Cap: $12.11B
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• Pegasystems Inc. (PEGA $43.73)
  • $43.73 P/E (TTM): 19.65X Cap: $7.28B
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• Primoris Services Corporation (PRIM $150.72)
  • $150.72 P/E (TTM): 32.74X Cap: $8.14B
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• Vistra Corp. (VST $173.89)
  • $173.89 P/E (TTM): 61.69X Cap: $58.91B
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• BWX Technologies Inc. (BWXT $205.98)
  • $205.98 P/E (TTM): 59.57X Cap: $18.83B
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• Zoomd Technologies Ltd. (ZOMD $1.02)
  • $1.02 P/E (TTM): 4.33X Cap: $102M
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• Datadog Inc. (DDOG $111.96)
  • $111.96 P/E (TTM): 331.02X Cap: $39.47B
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• Vertiv Holdings LLC Class A (VRT $254.89)
  • $254.89 P/E (TTM): 92.61X Cap: $97.52B
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• Snowflake Inc. (SNOW $168.41)
  • $168.41 Cap: $57.62B
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• JFrog Ltd. (FROG $40.15)
  • $40.15 Cap: $4.63B
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• Roblox Corporation Class A (RBLX $68.66)
  • $68.66 Cap: $48.65B
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• Applovin Corporation (APP $434.77)
  • $434.77 P/E (TTM): 19.51X Cap: $146.63B
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• Constellation Energy Corporation (CEG $329.88)
  • $329.88 P/E (TTM): 33.65X Cap: $119.41B
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• Talen Energy Corporation (TLN $370.97)
  • $370.97 P/E (TTM): 83.98X Cap: $17.82B
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Q: Thank you for your just published special report on AI but will you soon publish a report listing the cos and sectors which will be negatively affected and whose moat will be disrupted?

Upvote 22

Read Answer Asked by simon on February 13, 2026

• NextEra Energy Inc. (NEE $93.77)
  • $93.77 P/E (TTM): 28.5X Cap: $195.37B
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• Vistra Corp. (VST $173.89)
  • $173.89 P/E (TTM): 61.69X Cap: $58.91B
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• Talen Energy Corporation (TLN $370.97)
  • $370.97 P/E (TTM): 83.98X Cap: $17.82B
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Q: VST Would you please share your thoughts on this company.
I have owned TLN in the past, but VST has a lower P/E.
If there are others that you prefer, please advise.
Thanks.

Upvote 1

Read Answer Asked by Catherine on February 12, 2026

• GE Vernova Inc. (GEV $873.60)
  • $873.60 P/E (TTM): 47.02X Cap: $235.46B
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• Talen Energy Corporation (TLN $370.97)
  • $370.97 P/E (TTM): 83.98X Cap: $17.82B
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Q: Would you prefer TLN o GEV for a long term hold? There is quite a difference in P/E.

Upvote 1

Read Answer Asked by Catherine on May 16, 2025