Hewlett Packard Enterprise Company (HPE)

Hewlett Packard Enterprise Company (HPE $21.21)
- $21.21 P/E (TTM): 24.14X Cap: $27.07B
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NVIDIA Corporation (NVDA $182.38)
- $182.38 P/E (TTM): 50.96X Cap: $4.34T
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Amphenol Corporation (APH $137.92)
- $137.92 P/E (TTM): 43.87X Cap: $161.08B
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Corning Incorporated (GLW $81.87)
- $81.87 P/E (TTM): 50.29X Cap: $68.12B
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Hewlett Packard Enterprise Company (HPE $21.21)
- $21.21 P/E (TTM): 24.14X Cap: $27.07B
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Lite Access Technologies Inc. (LTE)
- Cap: $8M
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Super Micro Computer Inc. (SMCI $33.23)
- $33.23 P/E (TTM): 25.35X Cap: $19.21B
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Coherent Corp. (COHR $152.25)
- $152.25 Cap: $21.92B
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Fabrinet (FN $411.19)
- $411.19 P/E (TTM): 40.21X Cap: $14.92B
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Dell Technologies Inc. Class C (DELL $127.70)
- $127.70 P/E (TTM): 17.6X Cap: $82.37B
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Astera Labs Inc. (ALAB $146.89)
- $146.89 P/E (TTM): 64.45X Cap: $23.95B
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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

Hewlett Packard Enterprise Company (HPE $21.21)
- $21.21 P/E (TTM): 24.14X Cap: $27.07B
- View HPE Profile
- View Questions on HPE
Super Micro Computer Inc. (SMCI $33.23)
- $33.23 P/E (TTM): 25.35X Cap: $19.21B
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Dell Technologies Inc. Class C (DELL $127.70)
- $127.70 P/E (TTM): 17.6X Cap: $82.37B
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Vertiv Holdings LLC Class A (VRT $169.40)
- $169.40 P/E (TTM): 60.31X Cap: $61.03B
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Q: Who are competitors to SMCI, and which one would benefit most in long term from the tanking of SMCI so I can initiate a position today? Thank you.

Read Answer Asked by David on November 13, 2024

Akamai Technologies Inc. (AKAM $89.83)
- $89.83 P/E (TTM): 26.03X Cap: $12.62B
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Amazon.com Inc. (AMZN $225.90)
- $225.90 P/E (TTM): 31.17X Cap: $2.35T
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Cisco Systems Inc. (CSCO $76.28)
- $76.28 P/E (TTM): 29.38X Cap: $300.67B
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Alphabet Inc. (GOOG $317.88)
- $317.88 P/E (TTM): 29.58X Cap: $3.61T
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Microsoft Corporation (MSFT $475.28)
- $475.28 P/E (TTM): 33.58X Cap: $3.50T
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Hewlett Packard Enterprise Company (HPE $21.21)
- $21.21 P/E (TTM): 24.14X Cap: $27.07B
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Nutanix Inc. (NTNX $58.40)
- $58.40 P/E (TTM): 88.65X Cap: $15.48B
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Zscaler Inc. (ZS $280.43)
- $280.43 Cap: $43.53B
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VMware Inc. Class A (VMW)
- P/E (TTM): 45.39X Cap: $68.96B
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Dell Technologies Inc. Class C (DELL $127.70)
- $127.70 P/E (TTM): 17.6X Cap: $82.37B
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Fastly Inc. Class A (FSLY $11.53)
- $11.53 Cap: $1.62B
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Cloudflare Inc. Class A (NET $192.69)
- $192.69 Cap: $65.28B
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Q: Hi gang,
Can you suggest me ntnx or net? What would be a safer bet. ? Who are their competitors?
Thanks. Alnoor

Read Answer Asked by Alnoor on September 26, 2024