Vertiv Holdings LLC Class A (VRT)

Vertiv Holdings LLC Class A (VRT $192.90)
- $192.90 P/E (TTM): 89.02X Cap: $73.66B
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NVIDIA Corporation (NVDA $191.49)
- $191.49 P/E (TTM): 53.07X Cap: $4.65T
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Celestica Inc. (CLS $423.31)
- $423.31 P/E (TTM): 66.03X Cap: $48.69B
- View CLS Profile
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Vertiv Holdings LLC Class A (VRT $192.90)
- $192.90 P/E (TTM): 89.02X Cap: $73.66B
- View VRT Profile
- View Questions on VRT
Nebius Group N.V. (NBIS $125.43)
- $125.43 Cap: $29.86B
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Q: Huge thank you for directing me to NBIS, VRT, CLS, and NVDA. With all of their success, I find that I have been slowly trimming these companies quite regularly. Currently I want to let them run for a bit longer than I normally would. So with that said, what is the maximum percentage of your portfolio you would feel comfortable holding the above companies before trimming?

Much appreciated!

Stefan

Read Answer Asked by Stefan on October 27, 2025

Vertiv Holdings LLC Class A (VRT $192.90)
- $192.90 P/E (TTM): 89.02X Cap: $73.66B
- View VRT Profile
- View Questions on VRT

Q: Can you please comment on the recent earnings?

Read Answer Asked by sean on October 22, 2025

NVIDIA Corporation (NVDA $191.49)
- $191.49 P/E (TTM): 53.07X Cap: $4.65T
- View NVDA Profile
- View Questions on NVDA
Celestica Inc. (CLS $423.31)
- $423.31 P/E (TTM): 66.03X Cap: $48.69B
- View CLS Profile
- View Questions on CLS
Vertiv Holdings LLC Class A (VRT $192.90)
- $192.90 P/E (TTM): 89.02X Cap: $73.66B
- View VRT Profile
- View Questions on VRT
Nebius Group N.V. (NBIS $125.43)
- $125.43 Cap: $29.86B
- View NBIS Profile
- View Questions on NBIS

Q: Two questions. You mentioned earlier today selling VRT and adding to NBIS to consolidate positions. Do you feel the growth is better in NBIS and outweighs the benefit of diversification? Overall direct AI exposure. I have VRT (3%) NBiS (2%) CLS (2.5%) NVDA (4%). Would you personally feel ok with this much direct exposure for the next 12-16 months? Increase or decrease? I didn’t included my 6% position in Google but maybe should have?

Read Answer Asked by Don on October 21, 2025