Dell Technologies Inc. Class C (DELL)

Dell Technologies Inc. Class C (DELL $120.86)
- $120.86 P/E (TTM): 15.25X Cap: $78.89B
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Cummins Inc. (CMI $589.70)
- $589.70 P/E (TTM): 28.87X Cap: $82.47B
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Hewlett Packard Enterprise Company (HPE $21.30)
- $21.30 Cap: $28.50B
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Dell Technologies Inc. Class C (DELL $120.86)
- $120.86 P/E (TTM): 15.25X Cap: $78.89B
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Vertiv Holdings LLC Class A (VRT $239.88)
- $239.88 P/E (TTM): 91.78X Cap: $92.93B
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Arm Holdings plc (ARM $128.08)
- $128.08 P/E (TTM): 169.65X Cap: $134.45B
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Nebius Group N.V. (NBIS $98.29)
- $98.29 Cap: $25.62B
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Supermicro CDR (CAD Hedged) (SMCI)
- P/E (TTM): 15.91X
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Q: Please rank these providers of products to data centres for a new buy and suggest any you would prefer. Thank you.

Read Answer Asked by Ken on February 13, 2026

Super Micro Computer Inc. (SMCI $31.76)
- $31.76 P/E (TTM): 21.85X Cap: $17.79B
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Dell Technologies Inc. Class C (DELL $120.86)
- $120.86 P/E (TTM): 15.25X Cap: $78.89B
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Vertiv Holdings LLC Class A (VRT $239.88)
- $239.88 P/E (TTM): 91.78X Cap: $92.93B
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IREN Limited (IREN $40.36)
- $40.36 P/E (TTM): 75.14X Cap: $14.38B
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Nebius Group N.V. (NBIS $98.29)
- $98.29 Cap: $25.62B
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CoreWeave Inc. (CRWV $86.92)
- $86.92 Cap: $48.40B
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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 $120.86)
- $120.86 P/E (TTM): 15.25X Cap: $78.89B
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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