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Vertiv Holdings LLC Class A (VRT $168.88)
- $168.88 P/E (TTM): 76.01X Cap: $64.48B
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Vertiv Holdings LLC Class A (VRT $168.88)
- $168.88 P/E (TTM): 76.01X Cap: $64.48B
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Q: We hold most of the 5i Balanced and some of the income portfolio stocks plus the fallowing us stocks. amzn, brk.b, cost, goog, isrg, lly, msft, nvda, smci, vrt, v. Berkshire is over 8% and the others are 5% please suggest a couple of us names to add to this portfolio. or any to trim. ( US is a growth portfolio ).
Thank you for your superb service over more than 10 years. Ian
Thank you for your superb service over more than 10 years. Ian
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Vertiv Holdings LLC Class A (VRT $168.88)
- $168.88 P/E (TTM): 76.01X Cap: $64.48B
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Q: Do any of the utilities held in these ETF’s offer the same kind of energy power support for the mega computers running AI applications as something like VRT in the US?
If not are there any Canadian companies that do so and would be an attractive investment in this area?
If not are there any Canadian companies that do so and would be an attractive investment in this area?
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Vertiv Holdings LLC Class A (VRT $168.88)
- $168.88 P/E (TTM): 76.01X Cap: $64.48B
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Nebius Group N.V. (NBIS $132.64)
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Q: If I hold NBIS and NVDA am I concentrating the same sector? My understanding is that NBIS owns hardware and "rents" or sells the use of that hardware. Who completes with NBIS? Is it Amazon and Google?
These seem, individually, as great companies but if AI sentiment shifts or another game-changing breakthrough happens it could be painful. Thoughts?
These seem, individually, as great companies but if AI sentiment shifts or another game-changing breakthrough happens it could be painful. Thoughts?
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