Hewlett Packard Enterprise Company (HPE)

Hewlett Packard Enterprise Company (HPE $21.56)
- $21.56 P/E (TTM): 20.19X Cap: $27.97B
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NVIDIA Corporation (NVDA $181.59)
- $181.59 P/E (TTM): 58.73X Cap: $4.46T
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Amphenol Corporation (APH $109.83)
- $109.83 P/E (TTM): 43.75X Cap: $136.56B
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Corning Incorporated (GLW $65.74)
- $65.74 P/E (TTM): 69.13X Cap: $56.32B
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Hewlett Packard Enterprise Company (HPE $21.56)
- $21.56 P/E (TTM): 20.19X Cap: $27.97B
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Lite Access Technologies Inc. (LTE $0.10)
- $0.10 Cap: $8M
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Super Micro Computer Inc. (SMCI $46.07)
- $46.07 P/E (TTM): 24.7X Cap: $27.71B
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Coherent Corp. (COHR $114.01)
- $114.01 Cap: $18.11B
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Fabrinet (FN $337.31)
- $337.31 P/E (TTM): 37.02X Cap: $11.91B
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Dell Technologies Inc. Class C (DELL $139.14)
- $139.14 P/E (TTM): 21.51X Cap: $96.15B
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Astera Labs Inc. (ALAB $193.64)
- $193.64 P/E (TTM): 108.75X Cap: $31.91B
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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 $21.56)
- $21.56 P/E (TTM): 20.19X Cap: $27.97B
- View HPE Profile
- View Questions on HPE
Super Micro Computer Inc. (SMCI $46.07)
- $46.07 P/E (TTM): 24.7X Cap: $27.71B
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Dell Technologies Inc. Class C (DELL $139.14)
- $139.14 P/E (TTM): 21.51X Cap: $96.15B
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Vertiv Holdings LLC Class A (VRT $137.40)
- $137.40 P/E (TTM): 81.3X Cap: $54.88B
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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 $75.44)
- $75.44 P/E (TTM): 23.69X Cap: $10.31B
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Amazon.com Inc. (AMZN $224.56)
- $224.56 P/E (TTM): 33.73X Cap: $2.36T
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Cisco Systems Inc. (CSCO $70.40)
- $70.40 P/E (TTM): 28.84X Cap: $282.66B
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Alphabet Inc. (GOOG $203.03)
- $203.03 P/E (TTM): 21.5X Cap: $2.46T
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Microsoft Corporation (MSFT $520.58)
- $520.58 P/E (TTM): 38.25X Cap: $3.93T
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Hewlett Packard Enterprise Company (HPE $21.56)
- $21.56 P/E (TTM): 20.19X Cap: $27.97B
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Nutanix Inc. (NTNX $70.19)
- $70.19 Cap: $20.29B
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Zscaler Inc. (ZS $277.77)
- $277.77 Cap: $42.88B
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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 $139.14)
- $139.14 P/E (TTM): 21.51X Cap: $96.15B
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Fastly Inc. Class A (FSLY $7.24)
- $7.24 Cap: $1B
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Cloudflare Inc. Class A (NET $199.34)
- $199.34 Cap: $70.50B
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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