• Broadcom Inc. (AVGO $399.83)
  • $399.83 P/E (TTM): 82.41X Cap: $1.89T
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• KLA Corporation (KLAC $1,808.97)
  • $1,808.97 P/E (TTM): 56.33X Cap: $237.11B
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• Lam Research Corporation (LRCX $251.23)
  • $251.23 P/E (TTM): 54.99X Cap: $324.48B
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• Micron Technology Inc. (MU $504.29)
  • $504.29 P/E (TTM): 23.45X Cap: $568.70B
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• NVIDIA Corporation (NVDA $213.17)
  • $213.17 P/E (TTM): 42.5X Cap: $5.18T
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• Emerson Electric Company (EMR $138.42)
  • $138.42 P/E (TTM): 34.56X Cap: $77.79B
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• Eaton Corporation PLC (ETN $413.07)
  • $413.07 P/E (TTM): 40.57X Cap: $160.26B
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• NRG Energy Inc. (NRG $154.81)
  • $154.81 P/E (TTM): 39.85X Cap: $33.21B
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• Rockwell Automation Inc. (ROK $401.29)
  • $401.29 P/E (TTM): 45.9X Cap: $45.08B
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• Advanced Micro Devices Inc. (AMD $323.21)
  • $323.21 P/E (TTM): 131.25X Cap: $526.94B
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• Take-Two Interactive Software Inc. (TTWO $213.01)
  • $213.01 Cap: $39.44B
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• MasTec Inc. (MTZ $375.09)
  • $375.09 P/E (TTM): 74.04X Cap: $29.56B
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• Elastic N.V. (ESTC $47.45)
  • $47.45 Cap: $4.91B
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• Clear Channel Outdoor Holdings Inc. (CCO $2.39)
  • $2.39 Cap: $1.18B
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• EMCOR Group Inc. (EME $863.78)
  • $863.78 P/E (TTM): 30.83X Cap: $37.31B
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• Comfort Systems USA Inc. (FIX $1,719.21)
  • $1,719.21 P/E (TTM): 59.73X Cap: $63.15B
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• SPX Technologies Inc. (SPXC $216.36)
  • $216.36 P/E (TTM): 44.3X Cap: $10.85B
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• Pegasystems Inc. (PEGA $35.96)
  • $35.96 P/E (TTM): 20.07X Cap: $6.28B
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• Primoris Services Corporation (PRIM $168.94)
  • $168.94 P/E (TTM): 34.18X Cap: $9.30B
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• Vistra Corp. (VST $161.12)
  • $161.12 P/E (TTM): 75.39X Cap: $56.39B
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• BWX Technologies Inc. (BWXT $216.18)
  • $216.18 P/E (TTM): 62.51X Cap: $20.34B
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• Zoomd Technologies Ltd. (ZOMD $0.58)
  • $0.58 P/E (TTM): 3.95X Cap: $58M
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• Datadog Inc. (DDOG $131.55)
  • $131.55 P/E (TTM): 417.68X Cap: $46.94B
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• Vertiv Holdings LLC Class A (VRT $305.03)
  • $305.03 P/E (TTM): 94.86X Cap: $123.84B
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• Snowflake Inc. (SNOW $142.56)
  • $142.56 Cap: $49.86B
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• JFrog Ltd. (FROG $45.50)
  • $45.50 Cap: $5.67B
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• Roblox Corporation Class A (RBLX $56.11)
  • $56.11 Cap: $39.83B
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• Applovin Corporation (APP $449.03)
  • $449.03 P/E (TTM): 47.21X Cap: $151B
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• Constellation Energy Corporation (CEG $305.71)
  • $305.71 P/E (TTM): 42.37X Cap: $98.74B
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• Talen Energy Corporation (TLN $361.17)
  • $361.17 Cap: $16.78B
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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 23

Read Answer Asked by simon on February 13, 2026

• NVIDIA Corporation (NVDA $213.17)
  • $213.17 P/E (TTM): 42.5X Cap: $5.18T
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• Emerson Electric Company (EMR $138.42)
  • $138.42 P/E (TTM): 34.56X Cap: $77.79B
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• 5N Plus Inc. (VNP $32.11)
  • $32.11 P/E (TTM): 42.97X Cap: $2.88B
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• Monolithic Power Systems Inc. (MPWR $1,504.08)
  • $1,504.08 P/E (TTM): 123.45X Cap: $73.87B
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• Arista Networks Inc. (ANET $165.29)
  • $165.29 P/E (TTM): 64.33X Cap: $208.12B
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• Vertiv Holdings LLC Class A (VRT $305.03)
  • $305.03 P/E (TTM): 94.86X Cap: $123.84B
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• Palantir Technologies Inc. (PLTR $141.18)
  • $141.18 P/E (TTM): 227.14X Cap: $338.43B
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• Applovin Corporation (APP $449.03)
  • $449.03 P/E (TTM): 47.21X Cap: $151B
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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 $138.42)
  • $138.42 P/E (TTM): 34.56X Cap: $77.79B
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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