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Amazon.com Inc. (AMZN $220.71)
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Alphabet Inc. (GOOG $252.34)
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Microsoft Corporation (MSFT $509.23)
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Eaton Corporation PLC (ETN $368.52)
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Johnson Controls International plc (JCI $108.29)
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Oracle Corporation (ORCL $313.83)
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Quanta Services Inc. (PWR $389.53)
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Celestica Inc. (CLS $356.28)
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EnerSys (ENS $110.36)
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Modine Manufacturing Company (MOD $146.14)
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Sterling Infrastructure Inc. (STRL $371.84)
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Vertiv Holdings LLC Class A (VRT $142.61)
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Nebius Group N.V. (NBIS $107.80)
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TSS Inc. (TSSI $18.35)
Q: Oracle's outlook seems to have reverberated through adjacent companies with VRT, MOD, etc., etc., all popping. Ellison has made some pretty remarkable statements about expected growth over the next 4 years, and he does not appear, to me anyway, to be overselling.
My question is about three areas to look at:
1) Other cloud service providers.
2) The nuts and bolts builders of the data centers.
3) Companies in the electrical storage areas that might service the above.
However I have one main caveat, I am only interested in companies that have not had a 1,000% gain in the last 5 years. I know that might seem like a ridiculous criterion, but I keep imagining MOD or STRL investors running for the hills on a serious market pullback.
Thank-you again.
My question is about three areas to look at:
1) Other cloud service providers.
2) The nuts and bolts builders of the data centers.
3) Companies in the electrical storage areas that might service the above.
However I have one main caveat, I am only interested in companies that have not had a 1,000% gain in the last 5 years. I know that might seem like a ridiculous criterion, but I keep imagining MOD or STRL investors running for the hills on a serious market pullback.
Thank-you again.