qfx

For it is not the giants of today, however mighty their strides may seem, that will carry the torch into the future. It is those companies-those underdogs-that dare to reach further than the known horizon, those that can offer the very essence of what is needed in an ever-growing digital world. Let us step forward into the future, where the seeds are already planted, and trace the path of two companies that might just eclipse the Magnificent Seven in the coming years.

Yet, as the P/E ratio soars to celestial heights, one must ask: Is this Æschylus of technology now Butus the Fool? For investing in unbridled euphoria often ends in Greek tragedy. Let us dissect the numbers with scalpel and wit, lest we be seen applauding a fundamentally flawed performance.

Under CEO Beth Wozniak-the kind of executive who probably ends meetings with “Let’s circle back in Q4 and *actually* close the loop”-nVent has pulled off one of the most low-key corporate transformations since Office Depot realized nobody needed three-ring binders anymore. In 2025, they sold off their thermal management division for $1.75 billion, because apparently keeping things cool wasn’t cool enough. Then came the strategic rollouts: swallowing Avail’s infrastructure solutions for $975 million (think enclosures, switchgear, and the electrical equivalent of HVAC for data centers), plus the 2024 $695 million Trachte acquisition, which gave them more protection enclosures than a paranoid sysadmin has firewalls.