Vertiv Holdings LLC Class A (VRT)

Vertiv Holdings LLC Class A (VRT $370.94)
- $370.94 P/E (TTM): 110.33X Cap: $144.51B
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Vertiv Holdings LLC Class A (VRT $370.94)
- $370.94 P/E (TTM): 110.33X Cap: $144.51B
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IREN Limited (IREN $52.94)
- $52.94 Cap: $18.91B
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Nebius Group N.V. (NBIS $219.94)
- $219.94 Cap: $55.84B
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CoreWeave Inc. (CRWV $107.30)
- $107.30 Cap: $62.31B
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Q: If one can’t hold NBIS for whatever reason, what would be your next couple choices in the same space?

Thanks

Read Answer Asked by Bryan on May 15, 2026

Comcast Corporation Class A Common Stock (CMCSA $24.76)
- $24.76 P/E (TTM): 4.63X Cap: $88.48B
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Cummins Inc. (CMI $696.53)
- $696.53 P/E (TTM): 37.14X Cap: $96.11B
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The Hershey Company (HSY $186.98)
- $186.98 P/E (TTM): 43.85X Cap: $37.92B
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Quanta Services Inc. (PWR $769.99)
- $769.99 P/E (TTM): 114.72X Cap: $115.54B
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United Rentals Inc. (URI $961.15)
- $961.15 P/E (TTM): 25.2X Cap: $60.21B
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Vertiv Holdings LLC Class A (VRT $370.94)
- $370.94 P/E (TTM): 110.33X Cap: $144.51B
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Q: Assume you have a portfolio with the above names, and you decide to sell Hershey and Comcast. Which of Vertiv, Cummins, United Rentals or Quanta would you add to and why? Thank you!

Read Answer Asked by Neil on May 12, 2026

Vertiv Holdings LLC Class A (VRT $370.94)
- $370.94 P/E (TTM): 110.33X Cap: $144.51B
- View VRT Profile
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Nebius Group N.V. (NBIS $219.94)
- $219.94 Cap: $55.84B
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CoreWeave Inc. (CRWV $107.30)
- $107.30 Cap: $62.31B
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Q: These 3 have been rocketing to the moon as of late, is it time to sell and sit back and wait for a consolidation before re-entering these names?

Thnx for the great timely advice
Dave

Read Answer Asked by David on May 07, 2026