• Broadcom Inc. (AVGO $319.55)
  • $319.55 P/E (TTM): 69.55X Cap: $1.52T
  • View AVGO Profile
  • View Questions on AVGO
• KLA Corporation (KLAC $1,524.55)
  • $1,524.55 P/E (TTM): 43.31X Cap: $199.80B
  • View KLAC Profile
  • View Questions on KLAC
• Lam Research Corporation (LRCX $233.89)
  • $233.89 P/E (TTM): 49.75X Cap: $298.54B
  • View LRCX Profile
  • View Questions on LRCX
• Micron Technology Inc. (MU $412.37)
  • $412.37 P/E (TTM): 40.02X Cap: $467.71B
  • View MU Profile
  • View Questions on MU
• NVIDIA Corporation (NVDA $177.19)
  • $177.19 P/E (TTM): 47.53X Cap: $4.49T
  • View NVDA Profile
  • View Questions on NVDA
• Emerson Electric Company (EMR $150.75)
  • $150.75 P/E (TTM): 36.02X Cap: $85.82B
  • View EMR Profile
  • View Questions on EMR
• Eaton Corporation PLC (ETN $375.92)
  • $375.92 P/E (TTM): 36.2X Cap: $145.49B
  • View ETN Profile
  • View Questions on ETN
• NRG Energy Inc. (NRG $178.96)
  • $178.96 P/E (TTM): 26.41X Cap: $39.50B
  • View NRG Profile
  • View Questions on NRG
• Rockwell Automation Inc. (ROK $407.45)
  • $407.45 P/E (TTM): 44.35X Cap: $46.21B
  • View ROK Profile
  • View Questions on ROK
• Advanced Micro Devices Inc. (AMD $200.21)
  • $200.21 P/E (TTM): 74.19X Cap: $332.08B
  • View AMD Profile
  • View Questions on AMD
• Take-Two Interactive Software Inc. (TTWO $211.48)
  • $211.48 Cap: $39.49B
  • View TTWO Profile
  • View Questions on TTWO
• MasTec Inc. (MTZ $298.02)
  • $298.02 P/E (TTM): 66.15X Cap: $22.87B
  • View MTZ Profile
  • View Questions on MTZ
• Elastic N.V. (ESTC $52.07)
  • $52.07 Cap: $6.48B
  • View ESTC Profile
  • View Questions on ESTC
• Clear Channel Outdoor Holdings Inc. (CCO $2.40)
  • $2.40 Cap: $1.19B
  • View CCO Profile
  • View Questions on CCO
• EMCOR Group Inc. (EME $724.62)
  • $724.62 P/E (TTM): 32.46X Cap: $33.40B
  • View EME Profile
  • View Questions on EME
• Comfort Systems USA Inc. (FIX $1,429.37)
  • $1,429.37 P/E (TTM): 48.91X Cap: $50.58B
  • View FIX Profile
  • View Questions on FIX
• SPX Technologies Inc. (SPXC $226.94)
  • $226.94 P/E (TTM): 50.68X Cap: $12.11B
  • View SPXC Profile
  • View Questions on SPXC
• Pegasystems Inc. (PEGA $43.73)
  • $43.73 P/E (TTM): 19.65X Cap: $7.28B
  • View PEGA Profile
  • View Questions on PEGA
• Primoris Services Corporation (PRIM $150.72)
  • $150.72 P/E (TTM): 32.74X Cap: $9.15B
  • View PRIM Profile
  • View Questions on PRIM
• Vistra Corp. (VST $173.89)
  • $173.89 P/E (TTM): 61.69X Cap: $59.91B
  • View VST Profile
  • View Questions on VST
• BWX Technologies Inc. (BWXT $205.98)
  • $205.98 P/E (TTM): 59.57X Cap: $18.95B
  • View BWXT Profile
  • View Questions on BWXT
• Zoomd Technologies Ltd. (ZOMD $1.02)
  • $1.02 P/E (TTM): 4.33X Cap: $104M
  • View ZOMD Profile
  • View Questions on ZOMD
• Datadog Inc. (DDOG $111.96)
  • $111.96 P/E (TTM): 331.02X Cap: $41.06B
  • View DDOG Profile
  • View Questions on DDOG
• Vertiv Holdings LLC Class A (VRT $254.89)
  • $254.89 P/E (TTM): 92.61X Cap: $99.18B
  • View VRT Profile
  • View Questions on VRT
• Snowflake Inc. (SNOW $168.41)
  • $168.41 Cap: $59.22B
  • View SNOW Profile
  • View Questions on SNOW
• JFrog Ltd. (FROG $40.15)
  • $40.15 Cap: $4.63B
  • View FROG Profile
  • View Questions on FROG
• Roblox Corporation Class A (RBLX $68.66)
  • $68.66 Cap: $50.60B
  • View RBLX Profile
  • View Questions on RBLX
• Applovin Corporation (APP $434.77)
  • $434.77 P/E (TTM): 19.51X Cap: $150.06B
  • View APP Profile
  • View Questions on APP
• Constellation Energy Corporation (CEG $329.88)
  • $329.88 P/E (TTM): 33.65X Cap: $117.12B
  • View CEG Profile
  • View Questions on CEG
• Talen Energy Corporation (TLN $370.97)
  • $370.97 P/E (TTM): 83.98X Cap: $17.82B
  • View TLN Profile
  • View Questions on TLN

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

• NVIDIA Corporation (NVDA $177.19)
  • $177.19 P/E (TTM): 47.53X Cap: $4.49T
  • View NVDA Profile
  • View Questions on NVDA
• Emerson Electric Company (EMR $150.75)
  • $150.75 P/E (TTM): 36.02X Cap: $85.82B
  • View EMR Profile
  • View Questions on EMR
• 5N Plus Inc. (VNP $29.66)
  • $29.66 P/E (TTM): 42.59X Cap: $2.71B
  • View VNP Profile
  • View Questions on VNP
• Monolithic Power Systems Inc. (MPWR $1,142.74)
  • $1,142.74 P/E (TTM): 30.53X Cap: $56.53B
  • View MPWR Profile
  • View Questions on MPWR
• Arista Networks Inc. (ANET $133.50)
  • $133.50 P/E (TTM): 46.34X Cap: $163.66B
  • View ANET Profile
  • View Questions on ANET
• Vertiv Holdings LLC Class A (VRT $254.89)
  • $254.89 P/E (TTM): 92.61X Cap: $99.18B
  • View VRT Profile
  • View Questions on VRT
• Palantir Technologies Inc. (PLTR $137.19)
  • $137.19 P/E (TTM): 207.3X Cap: $324.98B
  • View PLTR Profile
  • View Questions on PLTR
• Applovin Corporation (APP $434.77)
  • $434.77 P/E (TTM): 19.51X Cap: $150.06B
  • View APP Profile
  • View Questions on APP

Q: Thank you for the excellent market update comparing the AI boom to history. What are the top 'capex-light' companies that you feel may participate in the AI boom?

Upvote 20

Read Answer Asked by Mike on November 21, 2025

• Emerson Electric Company (EMR $150.75)
  • $150.75 P/E (TTM): 36.02X Cap: $85.82B
  • View EMR Profile
  • View Questions on EMR

Q: Please give me opinion on Emerson Electric. It reportly is one of the largest share buy back purchasers in the S&P 500, has a low PE and a large player in a number of growth industries. Thanks for your analysis

Upvote 1

Read Answer Asked by Ian on April 03, 2024