Vertiv Holdings LLC Class A (VRT)

Vertiv Holdings LLC Class A (VRT $165.62)
- $165.62 P/E (TTM): 60.31X Cap: $61.10B
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Super Micro Computer Inc. (SMCI $31.15)
- $31.15 P/E (TTM): 24.5X Cap: $18.57B
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Dell Technologies Inc. Class C (DELL $126.10)
- $126.10 P/E (TTM): 16.5X Cap: $83.77B
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Vertiv Holdings LLC Class A (VRT $165.62)
- $165.62 P/E (TTM): 60.31X Cap: $61.10B
- View VRT Profile
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IREN Limited (IREN $41.47)
- $41.47 P/E (TTM): 36.96X Cap: $13.10B
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Nebius Group N.V. (NBIS $93.08)
- $93.08 Cap: $21.30B
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CoreWeave Inc. (CRWV $85.17)
- $85.17 Cap: $41.36B
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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

Celestica Inc. (CLS $414.29)
- $414.29 P/E (TTM): 49.03X Cap: $46.86B
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Axon Enterprise Inc. (AXON $601.90)
- $601.90 P/E (TTM): 188.4X Cap: $46.88B
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Vertiv Holdings LLC Class A (VRT $165.62)
- $165.62 P/E (TTM): 60.31X Cap: $61.10B
- View VRT Profile
- View Questions on VRT

Q: Morning and Happy Holidays to the 5i team,
Can you give your thoughts on these names and if the are a buy for a 3 to 5 year hold?
What would be a good entry point for all three of them and in order of preference.

Thanks
Joe

Read Answer Asked by Joe on December 17, 2025

EnerSys (ENS $148.61)
- $148.61 P/E (TTM): 17.18X Cap: $5.42B
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Vertiv Holdings LLC Class A (VRT $165.62)
- $165.62 P/E (TTM): 60.31X Cap: $61.10B
- View VRT Profile
- View Questions on VRT

Q: Hello 5i!

I have held VRT for 2.5 years and done well and have a full position in it. It has drifted lower as AI waffles around and other AI related players get more attention.
Do you see VRT as a “must own” for the space or do you have another stock in this space with more momentum and growth potential?

Also, Would you endorse selling a half position of VRT to buy ENS?

Sending all you fine folks at 5i the warmest wishes for the holidays. Thank you for all of your guidance throughout the years. It is appreciated. Enjoy some time off!

Read Answer Asked by Josh on December 15, 2025