Q: Oracle's outlook seems to have reverberated through adjacent companies with VRT, MOD, etc., etc., all popping. Ellison has made some pretty remarkable statements about expected growth over the next 4 years, and he does not appear, to me anyway, to be overselling.

My question is about three areas to look at:
1) Other cloud service providers.
2) The nuts and bolts builders of the data centers.
3) Companies in the electrical storage areas that might service the above.

However I have one main caveat, I am only interested in companies that have not had a 1,000% gain in the last 5 years. I know that might seem like a ridiculous criterion, but I keep imagining MOD or STRL investors running for the hills on a serious market pullback.

Thank-you again.

Q: Which of these do you think is a better long term hold considering growth and volatility today?

Q: Good day.
Can you tell me your current thoughts about MOD. The last question on this company was March 19th. Seems to be in a great thematic sector and it has had a strong run. Do you still feel as positively about it? Still a buy?
Many thanks.