• Broadcom Inc. (AVGO $319.84)
  • $319.84 P/E (TTM): 67.64X Cap: $1.49T
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• KLA Corporation (KLAC $1,511.52)
  • $1,511.52 P/E (TTM): 43.13X Cap: $194.30B
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• Lam Research Corporation (LRCX $233.99)
  • $233.99 P/E (TTM): 46.5X Cap: $280.61B
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• Micron Technology Inc. (MU $444.27)
  • $444.27 P/E (TTM): 43.89X Cap: $519.68B
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• NVIDIA Corporation (NVDA $178.56)
  • $178.56 P/E (TTM): 37.13X Cap: $4.38T
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• Emerson Electric Company (EMR $129.90)
  • $129.90 P/E (TTM): 32.39X Cap: $72.99B
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• Eaton Corporation PLC (ETN $360.23)
  • $360.23 P/E (TTM): 34.83X Cap: $139.88B
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• NRG Energy Inc. (NRG $161.40)
  • $161.40 P/E (TTM): 38.59X Cap: $33.14B
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• Rockwell Automation Inc. (ROK $355.73)
  • $355.73 P/E (TTM): 40.89X Cap: $39.89B
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• Advanced Micro Devices Inc. (AMD $205.27)
  • $205.27 P/E (TTM): 74.08X Cap: $325.20B
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• Take-Two Interactive Software Inc. (TTWO $201.75)
  • $201.75 Cap: $37.35B
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• MasTec Inc. (MTZ $312.72)
  • $312.72 P/E (TTM): 59.97X Cap: $23.42B
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• Elastic N.V. (ESTC $55.15)
  • $55.15 Cap: $5.77B
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• Clear Channel Outdoor Holdings Inc. (CCO $2.36)
  • $2.36 Cap: $1.18B
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• EMCOR Group Inc. (EME $751.33)
  • $751.33 P/E (TTM): 25.82X Cap: $32.84B
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• Comfort Systems USA Inc. (FIX $1,444.60)
  • $1,444.60 P/E (TTM): 49.29X Cap: $50.05B
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• SPX Technologies Inc. (SPXC $202.36)
  • $202.36 P/E (TTM): 40.68X Cap: $10.20B
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• Pegasystems Inc. (PEGA $43.16)
  • $43.16 P/E (TTM): 19.89X Cap: $7.27B
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• Primoris Services Corporation (PRIM $143.08)
  • $143.08 P/E (TTM): 27.99X Cap: $7.21B
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• Vistra Corp. (VST $167.37)
  • $167.37 P/E (TTM): 75.38X Cap: $57.32B
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• BWX Technologies Inc. (BWXT $210.12)
  • $210.12 P/E (TTM): 58.12X Cap: $19.11B
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• Zoomd Technologies Ltd. (ZOMD $0.87)
  • $0.87 P/E (TTM): 4.24X Cap: $95M
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• Datadog Inc. (DDOG $129.94)
  • $129.94 P/E (TTM): 415.71X Cap: $46.44B
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• Vertiv Holdings LLC Class A (VRT $269.17)
  • $269.17 P/E (TTM): 78.71X Cap: $101.27B
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• Snowflake Inc. (SNOW $175.40)
  • $175.40 Cap: $59.28B
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• JFrog Ltd. (FROG $43.46)
  • $43.46 Cap: $5.24B
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• Roblox Corporation Class A (RBLX $57.52)
  • $57.52 Cap: $41.29B
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• Applovin Corporation (APP $439.92)
  • $439.92 P/E (TTM): 23.54X Cap: $148.37B
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• Constellation Energy Corporation (CEG $316.47)
  • $316.47 P/E (TTM): 41.58X Cap: $114.55B
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• Talen Energy Corporation (TLN $340.07)
  • $340.07 Cap: $15.47B
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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

• NVIDIA Corporation (NVDA $178.56)
  • $178.56 P/E (TTM): 37.13X Cap: $4.38T
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• Emerson Electric Company (EMR $129.90)
  • $129.90 P/E (TTM): 32.39X Cap: $72.99B
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• 5N Plus Inc. (VNP $29.06)
  • $29.06 P/E (TTM): 40.33X Cap: $2.68B
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• Monolithic Power Systems Inc. (MPWR $1,092.69)
  • $1,092.69 P/E (TTM): 83.01X Cap: $52.81B
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• Arista Networks Inc. (ANET $136.26)
  • $136.26 P/E (TTM): 48.39X Cap: $170.97B
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• Vertiv Holdings LLC Class A (VRT $269.17)
  • $269.17 P/E (TTM): 78.71X Cap: $101.27B
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• Palantir Technologies Inc. (PLTR $155.68)
  • $155.68 P/E (TTM): 246.16X Cap: $372.17B
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• Applovin Corporation (APP $439.92)
  • $439.92 P/E (TTM): 23.54X Cap: $148.37B
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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 $129.90)
  • $129.90 P/E (TTM): 32.39X Cap: $72.99B
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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