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Amazon.com Inc. (AMZN $223.36)
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Alphabet Inc. (GOOG $240.39)
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Microsoft Corporation (MSFT $519.15)
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Eaton Corporation PLC (ETN $377.55)
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Johnson Controls International plc (JCI $107.24)
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Oracle Corporation (ORCL $296.96)
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Quanta Services Inc. (PWR $435.12)
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Celestica Inc. (CLS $352.11)
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EnerSys (ENS $113.17)
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Modine Manufacturing Company (MOD $152.27)
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Sterling Infrastructure Inc. (STRL $355.01)
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Vertiv Holdings LLC Class A (VRT $165.39)
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Nebius Group N.V. (NBIS $125.55)
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TSS Inc. (TSSI $19.96)
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.