Monolithic Power Systems Inc. (MPWR)

Monolithic Power Systems Inc. (MPWR $857.19)
- $857.19 P/E (TTM): 22.69X Cap: $41.06B
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Apple Inc. (AAPL $266.25)
- $266.25 P/E (TTM): 35.9X Cap: $3.93T
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Amazon.com Inc. (AMZN $217.14)
- $217.14 P/E (TTM): 31.45X Cap: $2.32T
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Alphabet Inc. (GOOG $289.98)
- $289.98 P/E (TTM): 28.92X Cap: $3.49T
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Intuitive Surgical Inc. (ISRG $552.23)
- $552.23 P/E (TTM): 74.59X Cap: $197.96B
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NVIDIA Corporation (NVDA $180.64)
- $180.64 P/E (TTM): 53.14X Cap: $4.38T
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Booking Holdings Inc. (BKNG $4,583.10)
- $4,583.10 P/E (TTM): 30.56X Cap: $147.72B
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Salesforce Inc. (CRM $225.37)
- $225.37 P/E (TTM): 33.12X Cap: $214.55B
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JPMorgan Chase & Co. (JPM $298.38)
- $298.38 P/E (TTM): 15.01X Cap: $812.26B
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Eli Lilly and Company (LLY $1,043.29)
- $1,043.29 P/E (TTM): 51.35X Cap: $986.30B
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United Rentals Inc. (URI $770.00)
- $770.00 P/E (TTM): 20.41X Cap: $49.54B
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Visa Inc. (V $323.77)
- $323.77 P/E (TTM): 31.78X Cap: $623.49B
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Toronto-Dominion Bank (The) (TD $114.66)
- $114.66 P/E (TTM): 9.68X Cap: $195.74B
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Enbridge Inc. (ENB $68.13)
- $68.13 P/E (TTM): 26.15X Cap: $148.61B
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Constellation Software Inc. (CSU $3,220.99)
- $3,220.99 P/E (TTM): 72.7X Cap: $68.25B
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Dollarama Inc. (DOL $198.34)
- $198.34 P/E (TTM): 43.15X Cap: $54.81B
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WSP Global Inc. (WSP $240.72)
- $240.72 P/E (TTM): 36.84X Cap: $31.43B
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Celestica Inc. (CLS $398.02)
- $398.02 P/E (TTM): 52.04X Cap: $45.78B
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Thomson Reuters Corporation (TRI $185.77)
- $185.77 P/E (TTM): 34.64X Cap: $82.63B
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.92)
- $203.92 P/E (TTM): 82.31X Cap: $265.35B
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Monolithic Power Systems Inc. (MPWR $857.19)
- $857.19 P/E (TTM): 22.69X Cap: $41.06B
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Axon Enterprise Inc. (AXON $519.61)
- $519.61 P/E (TTM): 168.39X Cap: $41B
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CECO Environmental Corp. (CECO $49.67)
- $49.67 P/E (TTM): 35.74X Cap: $1.77B
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EnerSys (ENS $132.95)
- $132.95 P/E (TTM): 16.11X Cap: $4.90B
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Galaxy Digital Inc. Class A common stock (GLXY $33.87)
- $33.87 Cap: $13.22B
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CrowdStrike Holdings Inc. (CRWD $501.31)
- $501.31 Cap: $125.80B
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Vertiv Holdings LLC Class A (VRT $159.61)
- $159.61 P/E (TTM): 64.4X Cap: $60.94B
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RTX Corporation (RTX $172.05)
- $172.05 P/E (TTM): 35.68X Cap: $230.29B
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Robinhood Markets Inc. (HOOD $106.21)
- $106.21 P/E (TTM): 49.23X Cap: $95.50B
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Brookfield Corporation Class A Limited Voting Shares (BN $61.60)
- $61.60 P/E (TTM): 87.7X Cap: $138.31B
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Nebius Group N.V. (NBIS $84.64)
- $84.64 Cap: $20.15B
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Costco CDR (CAD Hedged) (COST $40.41)
- $40.41 P/E (TTM): 48.91X Cap: $554.31B
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Q: The above stocks make up 80.4% of my holdings. Goog and BN @7% each. The next 5 @ 4% each and the rest at or close to 3% each. For a 10 year horizon, with risk/reward in mind, where would you invest if you had 10% of the portfolio in dry powder- new cash. Any you would sell? Note, I have been trimming CLS, VRT and NBIS to control AI exposure.

Thanks again for all the insights - love the service you provide.

Read Answer Asked by Don on November 12, 2025

Alphabet Inc. (GOOG $289.98)
- $289.98 P/E (TTM): 28.92X Cap: $3.49T
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United Rentals Inc. (URI $770.00)
- $770.00 P/E (TTM): 20.41X Cap: $49.54B
- View URI Profile
- View Questions on URI
Monolithic Power Systems Inc. (MPWR $857.19)
- $857.19 P/E (TTM): 22.69X Cap: $41.06B
- View MPWR Profile
- View Questions on MPWR
Axon Enterprise Inc. (AXON $519.61)
- $519.61 P/E (TTM): 168.39X Cap: $41B
- View AXON Profile
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CECO Environmental Corp. (CECO $49.67)
- $49.67 P/E (TTM): 35.74X Cap: $1.77B
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EnerSys (ENS $132.95)
- $132.95 P/E (TTM): 16.11X Cap: $4.90B
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Applovin Corporation (APP $520.82)
- $520.82 P/E (TTM): 64.3X Cap: $176.01B
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Nebius Group N.V. (NBIS $84.64)
- $84.64 Cap: $20.15B
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Karman Holdings Inc. (KRMN $58.96)
- $58.96 P/E (TTM): 870.43X Cap: $7.80B
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Ouster Inc. (OUST $19.72)
- $19.72 Cap: $1.18B
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Q: Firstly, thank you for your services.
Please list “in order” your top 10 US and top 10 CND growth focussed stocks, long term hold.

Entry prices for the top in each.

Thank you

Read Answer Asked by Nick on November 03, 2025

Skyworks Solutions Inc. (SWKS $60.50)
- $60.50 P/E (TTM): 20.39X Cap: $8.99B
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Texas Instruments Incorporated (TXN $153.33)
- $153.33 P/E (TTM): 28.67X Cap: $139.31B
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Monolithic Power Systems Inc. (MPWR $857.19)
- $857.19 P/E (TTM): 22.69X Cap: $41.06B
- View MPWR Profile
- View Questions on MPWR
Lattice Semiconductor Corporation (LSCC $63.93)
- $63.93 P/E (TTM): 283.91X Cap: $8.74B
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Semtech Corporation (SMTC $62.57)
- $62.57 P/E (TTM): 104.02X Cap: $5.42B
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Q: SMTC Can you please comment on their recent quarter and update your thoughts since your last comments.

Which other semi conductor companies do they compete with, and how does it compare against them?

Read Answer Asked by Adam on August 27, 2025