Vertiv Holdings LLC Class A (VRT)

Vertiv Holdings LLC Class A (VRT $162.01)
- $162.01 P/E (TTM): 75.2X Cap: $61.94B
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Broadcom Inc. (AVGO $346.10)
- $346.10 P/E (TTM): 75.48X Cap: $1.64T
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Micron Technology Inc. (MU $285.41)
- $285.41 P/E (TTM): 25.4X Cap: $321.23B
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NVIDIA Corporation (NVDA $186.50)
- $186.50 P/E (TTM): 50.25X Cap: $4.53T
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Celestica Inc. (CLS $406.01)
- $406.01 P/E (TTM): 56.31X Cap: $46.70B
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Vertiv Holdings LLC Class A (VRT $162.01)
- $162.01 P/E (TTM): 75.2X Cap: $61.94B
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Nebius Group N.V. (NBIS $83.71)
- $83.71 Cap: $19.93B
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Q: With the trillions of dollars being invested in the U.S. in 2026, what would be 5 companies that would benefit the most from that.

Read Answer Asked by Jerry on December 24, 2025

Celestica Inc. (CLS $406.01)
- $406.01 P/E (TTM): 56.31X Cap: $46.70B
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Vertiv Holdings LLC Class A (VRT $162.01)
- $162.01 P/E (TTM): 75.2X Cap: $61.94B
- View VRT Profile
- View Questions on VRT
Nebius Group N.V. (NBIS $83.71)
- $83.71 Cap: $19.93B
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Q: can you talk about these stocks as investments
Thank You
Peter

Read Answer Asked by Peter on December 23, 2025

Super Micro Computer Inc. (SMCI $29.27)
- $29.27 P/E (TTM): 38.95X Cap: $17.47B
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Dell Technologies Inc. Class C (DELL $125.88)
- $125.88 P/E (TTM): 21.15X Cap: $83.41B
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Vertiv Holdings LLC Class A (VRT $162.01)
- $162.01 P/E (TTM): 75.2X Cap: $61.94B
- View VRT Profile
- View Questions on VRT
IREN Limited (IREN $37.77)
- $37.77 Cap: $12.40B
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Nebius Group N.V. (NBIS $83.71)
- $83.71 Cap: $19.93B
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CoreWeave Inc. (CRWV $71.61)
- $71.61 Cap: $35.68B
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Q: Greetings 5i, which companies do you consider to be NBIS's closest competitors? Out of this "peer group" how many of them do you think it is necessary to own to reap the benefits from exposure to the industry? Thank you.

Read Answer Asked by Barbara on December 19, 2025