Dell Technologies Inc. Class C (DELL)

Dell Technologies Inc. Class C (DELL $126.88)
- $126.88 P/E (TTM): 16.5X Cap: $83.77B
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Super Micro Computer Inc. (SMCI $31.22)
- $31.22 P/E (TTM): 24.5X Cap: $18.57B
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Dell Technologies Inc. Class C (DELL $126.88)
- $126.88 P/E (TTM): 16.5X Cap: $83.77B
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Vertiv Holdings LLC Class A (VRT $166.26)
- $166.26 P/E (TTM): 60.31X Cap: $61.10B
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IREN Limited (IREN $41.31)
- $41.31 P/E (TTM): 36.96X Cap: $13.10B
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Nebius Group N.V. (NBIS $93.14)
- $93.14 Cap: $21.30B
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CoreWeave Inc. (CRWV $84.80)
- $84.80 Cap: $41.36B
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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.

Read Answer Asked by Barbara on December 19, 2025

Dell Technologies Inc. Class C (DELL $126.88)
- $126.88 P/E (TTM): 16.5X Cap: $83.77B
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Q: Peter; Dell has dropped about $20.00 in a week or so. Is this just a reflection of the tech sell off or something related to outlook? Would you step in here - slowly? Thanks.
Rod

Read Answer Asked by Rodney on November 09, 2025

NVIDIA Corporation (NVDA $183.34)
- $183.34 P/E (TTM): 44.91X Cap: $4.39T
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Amphenol Corporation (APH $135.31)
- $135.31 P/E (TTM): 45.1X Cap: $165.60B
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Corning Incorporated (GLW $88.64)
- $88.64 P/E (TTM): 55.61X Cap: $75.32B
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Hewlett Packard Enterprise Company (HPE $24.72)
- $24.72 Cap: $32.60B
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Lite Access Technologies Inc. (LTE)
- Cap: $8M
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Super Micro Computer Inc. (SMCI $31.22)
- $31.22 P/E (TTM): 24.5X Cap: $18.57B
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Coherent Corp. (COHR $192.90)
- $192.90 P/E (TTM): 261.73X Cap: $34.82B
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Fabrinet (FN $482.13)
- $482.13 P/E (TTM): 48.97X Cap: $15.28B
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Dell Technologies Inc. Class C (DELL $126.88)
- $126.88 P/E (TTM): 16.5X Cap: $83.77B
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Astera Labs Inc. (ALAB $172.04)
- $172.04 P/E (TTM): 74.73X Cap: $27.76B
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Q: Good afternoon 5l
Nvidia seems to be pivoting to AI factories, as they call them. Could you provide a few names of companies which will likely profit from this turn? Perhaps also with a brief description of why you find them interesting.
Thanks

Read Answer Asked by joseph on July 30, 2025