• NVIDIA Corporation (NVDA $180.41)
  • $180.41 P/E (TTM): 53.65X Cap: $4.37T
  • View NVDA Profile
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• Amphenol Corporation (APH $125.28)
  • $125.28 P/E (TTM): 49.37X Cap: $149.73B
  • View APH Profile
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• Corning Incorporated (GLW $85.65)
  • $85.65 P/E (TTM): 90.96X Cap: $72.47B
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• Hewlett Packard Enterprise Company (HPE $25.58)
  • $25.58 P/E (TTM): 29.18X Cap: $32.98B
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• Lite Access Technologies Inc. (LTE)
  • Cap: $8M
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• Super Micro Computer Inc. (SMCI $53.49)
  • $53.49 P/E (TTM): 31.46X Cap: $31.56B
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• Coherent Corp. (COHR $110.12)
  • $110.12 Cap: $17.04B
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• Fabrinet (FN $388.94)
  • $388.94 P/E (TTM): 41.68X Cap: $13.69B
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• Dell Technologies Inc. Class C (DELL $153.86)
  • $153.86 P/E (TTM): 22.04X Cap: $100.02B
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• Astera Labs Inc. (ALAB $161.94)
  • $161.94 P/E (TTM): 120.93X Cap: $26.85B
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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

Upvote 11

Read Answer Asked by joseph on July 30, 2025

• Hewlett Packard Enterprise Company (HPE $25.58)
  • $25.58 P/E (TTM): 29.18X Cap: $32.98B
  • View HPE Profile
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• Super Micro Computer Inc. (SMCI $53.49)
  • $53.49 P/E (TTM): 31.46X Cap: $31.56B
  • View SMCI Profile
  • View Questions on SMCI
• Dell Technologies Inc. Class C (DELL $153.86)
  • $153.86 P/E (TTM): 22.04X Cap: $100.02B
  • View DELL Profile
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• Vertiv Holdings LLC Class A (VRT $176.39)
  • $176.39 P/E (TTM): 85.65X Cap: $66.88B
  • View VRT Profile
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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.

Upvote 5

Read Answer Asked by David on November 13, 2024

• Akamai Technologies Inc. (AKAM $73.55)
  • $73.55 P/E (TTM): 26.08X Cap: $10.62B
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• Amazon.com Inc. (AMZN $214.49)
  • $214.49 P/E (TTM): 33.55X Cap: $2.30T
  • View AMZN Profile
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• Cisco Systems Inc. (CSCO $69.81)
  • $69.81 P/E (TTM): 26.45X Cap: $271.42B
  • View CSCO Profile
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• Alphabet Inc. (GOOG $249.75)
  • $249.75 P/E (TTM): 26.08X Cap: $2.95T
  • View GOOG Profile
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• Microsoft Corporation (MSFT $514.20)
  • $514.20 P/E (TTM): 37.69X Cap: $3.81T
  • View MSFT Profile
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• Hewlett Packard Enterprise Company (HPE $25.58)
  • $25.58 P/E (TTM): 29.18X Cap: $32.98B
  • View HPE Profile
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• Nutanix Inc. (NTNX $68.23)
  • $68.23 P/E (TTM): 106.0X Cap: $19.12B
  • View NTNX Profile
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• Zscaler Inc. (ZS $302.56)
  • $302.56 Cap: $47.77B
  • View ZS Profile
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• VMware Inc. Class A (VMW)
  • P/E (TTM): 45.39X Cap: $68.96B
  • View VMW Profile
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• Dell Technologies Inc. Class C (DELL $153.86)
  • $153.86 P/E (TTM): 22.04X Cap: $100.02B
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• Fastly Inc. Class A (FSLY $8.31)
  • $8.31 Cap: $1.18B
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• Cloudflare Inc. Class A (NET $221.62)
  • $221.62 Cap: $75.81B
  • View NET Profile
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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

Upvote 3

Read Answer Asked by Alnoor on September 26, 2024