Seagate Technology Holdings PLC (STX)

Seagate Technology Holdings PLC (STX $214.38)
- $214.38 P/E (TTM): 33.29X Cap: $47.71B
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Lam Research Corporation (LRCX $131.37)
- $131.37 P/E (TTM): 34.35X Cap: $178.45B
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NVIDIA Corporation (NVDA $183.16)
- $183.16 P/E (TTM): 53.88X Cap: $4.67T
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Seagate Technology Holdings PLC (STX $214.38)
- $214.38 P/E (TTM): 33.29X Cap: $47.71B
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Western Digital Corporation (WDC $115.42)
- $115.42 P/E (TTM): 43.59X Cap: $42.04B
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Q: NVDA has been kind of left in the dust this year, up "only" 39%. LRCX, though, is up 90%, WDC is up 185% and SEA is up 190%. All good for me since I own all four but I'm wondering why the market seems to have turned away from NVDA. Especially in the last month, SEA and WDC are up 48% and 58% respectively, in the last thirty days.

Read Answer Asked by John on October 02, 2025

NVIDIA Corporation (NVDA $183.16)
- $183.16 P/E (TTM): 53.88X Cap: $4.67T
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Seagate Technology Holdings PLC (STX $214.38)
- $214.38 P/E (TTM): 33.29X Cap: $47.71B
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NextEra Energy Inc. (NEE $83.35)
- $83.35 P/E (TTM): 29.38X Cap: $172.38B
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Oracle Corporation (ORCL $292.96)
- $292.96 P/E (TTM): 66.5X Cap: $843.87B
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Advanced Micro Devices Inc. (AMD $214.90)
- $214.90 P/E (TTM): 136.0X Cap: $377.94B
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Pure Storage Inc. Class A (PSTG $89.37)
- $89.37 P/E (TTM): 221.76X Cap: $30.76B
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Super Micro Computer Inc. (SMCI $52.86)
- $52.86 P/E (TTM): 34.93X Cap: $34.45B
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Veritiv Corporation (VRTV)
- P/E (TTM): 8.46X Cap: $2.30B
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Vistra Corp. (VST $196.86)
- $196.86 P/E (TTM): 32.73X Cap: $71.15B
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Datadog Inc. (DDOG $158.74)
- $158.74 P/E (TTM): 463.62X Cap: $57.21B
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Palantir Technologies Inc. (PLTR $175.44)
- $175.44 P/E (TTM): 611.87X Cap: $439.99B
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Snowflake Inc. (SNOW $242.17)
- $242.17 Cap: $84.92B
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Constellation Energy Corporation (CEG $368.49)
- $368.49 P/E (TTM): 38.73X Cap: $119.72B
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Nebius Group N.V. (NBIS $129.58)
- $129.58 Cap: $31.58B
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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.

Read Answer Asked by Paul on July 11, 2025

NVIDIA Corporation (NVDA $183.16)
- $183.16 P/E (TTM): 53.88X Cap: $4.67T
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Seagate Technology Holdings PLC (STX $214.38)
- $214.38 P/E (TTM): 33.29X Cap: $47.71B
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Salesforce Inc. (CRM $241.68)
- $241.68 P/E (TTM): 34.95X Cap: $233.55B
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Celestica Inc. (CLS $341.62)
- $341.62 P/E (TTM): 57.27X Cap: $41.93B
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
- $211.39 P/E (TTM): 94.38X Cap: $298.69B
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Coherent Corp. (COHR $111.10)
- $111.10 Cap: $19.06B
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CrowdStrike Holdings Inc. (CRWD $493.66)
- $493.66 Cap: $127.76B
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VanEck Vectors Semiconductor ETF (SMH $325.34)
- $325.34 P/E (TTM): 34.65X Cap: $32.94B
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Vertiv Holdings LLC Class A (VRT $169.01)
- $169.01 P/E (TTM): 80.09X Cap: $64.48B
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Intapp Inc. (INTA $37.76)
- $37.76 Cap: $3.21B
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Credo Technology Group Holding Ltd (CRDO $138.83)
- $138.83 P/E (TTM): 215.75X Cap: $26.14B
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Nebius Group N.V. (NBIS $129.58)
- $129.58 Cap: $31.58B
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Q: Sorry for the long list, but that's my IT holdings and I need help to get to a more disciplined IT portfolio. About equal weight, except for SHOP which was owned and is currently on watchlist. Question 1- please advise a limited high conviction IT - does 5 sound about right? It would really help me if you could explain why these are chosen as I want to understand my investments. Question 2 - which ones to sell outright so that can redeploy funds? Any to hold for potential high growth potential?

Read Answer Asked by sam on March 25, 2025