Hewlett Packard Enterprise Company (HPE)

Hewlett Packard Enterprise Company (HPE $30.37)
- $30.37 Cap: $40.29B
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Cummins Inc. (CMI $715.76)
- $715.76 P/E (TTM): 31.97X Cap: $98.76B
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Hewlett Packard Enterprise Company (HPE $30.37)
- $30.37 Cap: $40.29B
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Dell Technologies Inc. Class C (DELL $238.80)
- $238.80 P/E (TTM): 24.38X Cap: $140.51B
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Vertiv Holdings LLC Class A (VRT $358.92)
- $358.92 P/E (TTM): 97.06X Cap: $130.98B
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Arm Holdings plc (ARM $237.30)
- $237.30 P/E (TTM): 271.01X Cap: $251.36B
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Nebius Group N.V. (NBIS $195.09)
- $195.09 Cap: $44.66B
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Supermicro CDR (CAD Hedged) (SMCI)
- P/E (TTM): 16.12X
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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

NVIDIA Corporation (NVDA $207.83)
- $207.83 P/E (TTM): 40.51X Cap: $5.05T
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Amphenol Corporation (APH $138.47)
- $138.47 P/E (TTM): 40.93X Cap: $170.35B
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Corning Incorporated (GLW $181.57)
- $181.57 P/E (TTM): 87.41X Cap: $156.26B
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Hewlett Packard Enterprise Company (HPE $30.37)
- $30.37 Cap: $40.29B
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Lite Access Technologies Inc. (LTE)
- Cap: $8M
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Super Micro Computer Inc. (SMCI $34.66)
- $34.66 P/E (TTM): 20.53X Cap: $20.76B
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Coherent Corp. (COHR $344.67)
- $344.67 P/E (TTM): 320.28X Cap: $64.61B
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Fabrinet (FN $679.09)
- $679.09 P/E (TTM): 68.75X Cap: $23.65B
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Dell Technologies Inc. Class C (DELL $238.80)
- $238.80 P/E (TTM): 24.38X Cap: $140.51B
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Astera Labs Inc. (ALAB $213.91)
- $213.91 P/E (TTM): 166.13X Cap: $36.94B
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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 $30.37)
- $30.37 Cap: $40.29B
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Super Micro Computer Inc. (SMCI $34.66)
- $34.66 P/E (TTM): 20.53X Cap: $20.76B
- View SMCI Profile
- View Questions on SMCI
Dell Technologies Inc. Class C (DELL $238.80)
- $238.80 P/E (TTM): 24.38X Cap: $140.51B
- View DELL Profile
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Vertiv Holdings LLC Class A (VRT $358.92)
- $358.92 P/E (TTM): 97.06X Cap: $130.98B
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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