Hewlett Packard Enterprise Company (HPE)

Hewlett Packard Enterprise Company (HPE $25.89)
- $25.89 Cap: $34.35B
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Cummins Inc. (CMI $608.89)
- $608.89 P/E (TTM): 29.28X Cap: $84.18B
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Hewlett Packard Enterprise Company (HPE $25.89)
- $25.89 Cap: $34.35B
- View HPE Profile
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Dell Technologies Inc. Class C (DELL $193.09)
- $193.09 P/E (TTM): 23.14X Cap: $114.47B
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Vertiv Holdings LLC Class A (VRT $294.13)
- $294.13 P/E (TTM): 88.32X Cap: $115.22B
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Arm Holdings plc (ARM $162.33)
- $162.33 P/E (TTM): 212.45X Cap: $171.95B
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Nebius Group N.V. (NBIS $165.34)
- $165.34 Cap: $39.70B
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Supermicro CDR (CAD Hedged) (SMCI)
- P/E (TTM): 15.04X
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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 $198.35)
- $198.35 P/E (TTM): 40.59X Cap: $4.81T
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Amphenol Corporation (APH $148.96)
- $148.96 P/E (TTM): 44.01X Cap: $180.70B
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Corning Incorporated (GLW $166.08)
- $166.08 P/E (TTM): 91.95X Cap: $144.36B
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Hewlett Packard Enterprise Company (HPE $25.89)
- $25.89 Cap: $34.35B
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Lite Access Technologies Inc. (LTE)
- Cap: $8M
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Super Micro Computer Inc. (SMCI $28.40)
- $28.40 P/E (TTM): 20.07X Cap: $16.34B
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Coherent Corp. (COHR $328.00)
- $328.00 P/E (TTM): 299.22X Cap: $57.78B
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Fabrinet (FN $672.64)
- $672.64 P/E (TTM): 65.69X Cap: $24.56B
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Dell Technologies Inc. Class C (DELL $193.09)
- $193.09 P/E (TTM): 23.14X Cap: $114.47B
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Astera Labs Inc. (ALAB $170.81)
- $170.81 P/E (TTM): 141.06X Cap: $29.46B
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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 $25.89)
- $25.89 Cap: $34.35B
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Super Micro Computer Inc. (SMCI $28.40)
- $28.40 P/E (TTM): 20.07X Cap: $16.34B
- View SMCI Profile
- View Questions on SMCI
Dell Technologies Inc. Class C (DELL $193.09)
- $193.09 P/E (TTM): 23.14X Cap: $114.47B
- View DELL Profile
- View Questions on DELL
Vertiv Holdings LLC Class A (VRT $294.13)
- $294.13 P/E (TTM): 88.32X Cap: $115.22B
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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