Monolithic Power Systems Inc. (MPWR)

Monolithic Power Systems Inc. (MPWR $979.02)
- $979.02 P/E (TTM): 24.7X Cap: $46.90B
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goeasy Ltd. (GSY $125.64)
- $125.64 P/E (TTM): 9.03X Cap: $2.01B
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Kraken Robotics Inc. (PNG $6.30)
- $6.30 P/E (TTM): 103.5X Cap: $1.93B
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Monolithic Power Systems Inc. (MPWR $979.02)
- $979.02 P/E (TTM): 24.7X Cap: $46.90B
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Zedcor Inc. (ZDC $5.90)
- $5.90 P/E (TTM): 419.29X Cap: $622M
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Kratos Defense & Security Solutions Inc. (KTOS $76.91)
- $76.91 P/E (TTM): 592.54X Cap: $12.98B
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BWX Technologies Inc. (BWXT $179.65)
- $179.65 P/E (TTM): 55.36X Cap: $16.42B
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Galaxy Digital Inc. Class A common stock (GLXY $40.72)
- $40.72 Cap: $15.90B
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NewMarket Corp (NEU $770.39)
- $770.39 P/E (TTM): 15.83X Cap: $7.23B
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Telesat Corporation Common and Variable Voting Shares (TSAT $46.70)
- $46.70 Cap: $1.68B
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Nebius Group N.V. (NBIS $93.59)
- $93.59 Cap: $22.28B
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Rocket Lab Corporation (RKLB $57.52)
- $57.52 Cap: $30.72B
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Q: What are your top 10 small caps. Please put your response in the order you would buy them for the largest total gain (dividend and capital gain) over the next two years.

Read Answer Asked by David on December 10, 2025

NVIDIA Corporation (NVDA $183.78)
- $183.78 P/E (TTM): 52.7X Cap: $4.46T
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Emerson Electric Company (EMR $137.01)
- $137.01 P/E (TTM): 33.48X Cap: $76.97B
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5N Plus Inc. (VNP $18.65)
- $18.65 P/E (TTM): 27.81X Cap: $1.66B
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Monolithic Power Systems Inc. (MPWR $979.02)
- $979.02 P/E (TTM): 24.7X Cap: $46.90B
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Arista Networks Inc. (ANET $132.36)
- $132.36 P/E (TTM): 49.31X Cap: $166.67B
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Vertiv Holdings LLC Class A (VRT $181.82)
- $181.82 P/E (TTM): 67.31X Cap: $69.51B
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Palantir Technologies Inc. (PLTR $187.91)
- $187.91 P/E (TTM): 606.13X Cap: $447.87B
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Applovin Corporation (APP $703.28)
- $703.28 P/E (TTM): 87.91X Cap: $237.67B
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Q: Thank you for the excellent market update comparing the AI boom to history. What are the top 'capex-light' companies that you feel may participate in the AI boom?

Read Answer Asked by Mike on November 21, 2025

Apple Inc. (AAPL $278.78)
- $278.78 P/E (TTM): 37.06X Cap: $4.11T
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Amazon.com Inc. (AMZN $231.78)
- $231.78 P/E (TTM): 32.19X Cap: $2.47T
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Alphabet Inc. (GOOG $321.00)
- $321.00 P/E (TTM): 31.37X Cap: $3.86T
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Intuitive Surgical Inc. (ISRG $555.92)
- $555.92 P/E (TTM): 73.73X Cap: $197.07B
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NVIDIA Corporation (NVDA $183.78)
- $183.78 P/E (TTM): 52.7X Cap: $4.46T
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Booking Holdings Inc. (BKNG $5,277.20)
- $5,277.20 P/E (TTM): 33.85X Cap: $170.10B
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Salesforce Inc. (CRM $264.20)
- $264.20 P/E (TTM): 37.94X Cap: $247.55B
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JPMorgan Chase & Co. (JPM $310.11)
- $310.11 P/E (TTM): 14.88X Cap: $844.20B
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Eli Lilly and Company (LLY $993.64)
- $993.64 P/E (TTM): 48.05X Cap: $939.37B
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United Rentals Inc. (URI $813.59)
- $813.59 P/E (TTM): 20.35X Cap: $51.76B
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Visa Inc. (V $325.73)
- $325.73 P/E (TTM): 32.01X Cap: $627.26B
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Toronto-Dominion Bank (The) (TD $125.88)
- $125.88 P/E (TTM): 10.42X Cap: $214.90B
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Enbridge Inc. (ENB $65.13)
- $65.13 P/E (TTM): 25.19X Cap: $142.06B
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Constellation Software Inc. (CSU $3,315.00)
- $3,315.00 P/E (TTM): 75.88X Cap: $70.24B
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Dollarama Inc. (DOL $200.46)
- $200.46 P/E (TTM): 44.1X Cap: $55.40B
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WSP Global Inc. (WSP $241.40)
- $241.40 P/E (TTM): 35.86X Cap: $31.52B
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Celestica Inc. (CLS $481.55)
- $481.55 P/E (TTM): 56.08X Cap: $55.39B
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Thomson Reuters Corporation (TRI $179.32)
- $179.32 P/E (TTM): 32.7X Cap: $79.76B
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $232.49)
- $232.49 P/E (TTM): 88.89X Cap: $302.53B
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Monolithic Power Systems Inc. (MPWR $979.02)
- $979.02 P/E (TTM): 24.7X Cap: $46.90B
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Axon Enterprise Inc. (AXON $568.39)
- $568.39 P/E (TTM): 173.32X Cap: $44.85B
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CECO Environmental Corp. (CECO $58.29)
- $58.29 P/E (TTM): 40.77X Cap: $2.07B
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EnerSys (ENS $150.88)
- $150.88 P/E (TTM): 17.21X Cap: $5.56B
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Galaxy Digital Inc. Class A common stock (GLXY $40.72)
- $40.72 Cap: $15.90B
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CrowdStrike Holdings Inc. (CRWD $519.54)
- $519.54 Cap: $130.97B
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Vertiv Holdings LLC Class A (VRT $181.82)
- $181.82 P/E (TTM): 67.31X Cap: $69.51B
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RTX Corporation (RTX $174.72)
- $174.72 P/E (TTM): 35.3X Cap: $234.25B
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Robinhood Markets Inc. (HOOD $135.66)
- $135.66 P/E (TTM): 56.55X Cap: $121.98B
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Brookfield Corporation Class A Limited Voting Shares (BN $65.41)
- $65.41 P/E (TTM): 92.25X Cap: $146.86B
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Nebius Group N.V. (NBIS $93.59)
- $93.59 Cap: $22.28B
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Costco CDR (CAD Hedged) (COST $39.59)
- $39.59 P/E (TTM): 48.79X Cap: $545.15B
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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