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NVIDIA Corporation (NVDA $164.92)
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Seagate Technology Holdings PLC (STX $147.18)
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NextEra Energy Inc. (NEE $74.40)
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Oracle Corporation (ORCL $230.56)
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Advanced Micro Devices Inc. (AMD $146.42)
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Pure Storage Inc. Class A (PSTG $56.36)
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Super Micro Computer Inc. (SMCI $49.24)
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Veritiv Corporation (VRTV)
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Vistra Corp. (VST $196.58)
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Datadog Inc. (DDOG $137.37)
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Palantir Technologies Inc. (PLTR $142.10)
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Snowflake Inc. (SNOW $210.84)
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Constellation Energy Corporation (CEG $321.54)
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Nebius Group N.V. (NBIS $44.30)
Q: I'm thinking that we are still in early innings of the AI / Data Centre / Power Consumption game. Assuming that to be true, I'm trying to figure out the best strategy to capitalize on this opportunity. So, what are the top 3 to 5 sectors & their companies you would curate in a portfolio to "win" this series over the long term and why? I would appreciate your valuable insight once again. Thank you.
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Alphabet Inc. (GOOG $181.31)
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Oracle Corporation (ORCL $230.56)
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Tesla Inc. (TSLA $313.51)
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Cadence Design Systems Inc. (CDNS $320.60)
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Palantir Technologies Inc. (PLTR $142.10)
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Constellation Energy Corporation (CEG $321.54)
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ISHARES BITCOIN TR (IBIT $67.21)
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Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC $103.16)
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Circle Internet Group Inc. Class A (CRCL $187.33)
Q: Hi 5i, Would you buy (today) these stocks for a 3-5 years hold ? & in which order would you buy them, which ones would drop off this list.
thanks
thanks
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NextEra Energy Inc. (NEE $74.40)
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Vistra Corp. (VST $196.58)
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Constellation Energy Corporation (CEG $321.54)
Q: Sounds like President Trump is going to get involved helping the AI sector, specifically the huge power requirements. Looking for some investing ideas that will benefit from the presumed increased spending?