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Vistra Corp. (VST $190.46)
- $190.46 P/E (TTM): 30.16X Cap: $64.53B
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Vistra Corp. (VST $190.46)
- $190.46 P/E (TTM): 30.16X Cap: $64.53B
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Q: How do you feel about a buy now on this company now and what do you expect for its future growth.
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Vistra Corp. (VST $190.46)
- $190.46 P/E (TTM): 30.16X Cap: $64.53B
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $47.31)
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Constellation Energy Corporation (CEG $310.16)
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Q: Are there some utility or resource companies that will especially benefit from the need for increased electricity for data centres for AI and crypto?
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NVIDIA Corporation (NVDA $177.99)
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Seagate Technology Holdings PLC (STX $159.21)
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NextEra Energy Inc. (NEE $76.32)
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Oracle Corporation (ORCL $236.37)
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Advanced Micro Devices Inc. (AMD $167.76)
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Pure Storage Inc. Class A (PSTG $58.33)
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Super Micro Computer Inc. (SMCI $43.88)
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Veritiv Corporation (VRTV)
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Vistra Corp. (VST $190.46)
- $190.46 P/E (TTM): 30.16X Cap: $64.53B
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Datadog Inc. (DDOG $131.22)
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Palantir Technologies Inc. (PLTR $158.74)
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Snowflake Inc. (SNOW $196.81)
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Constellation Energy Corporation (CEG $310.16)
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Nebius Group N.V. (NBIS $68.98)
- $68.98 Cap: $16.42B
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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.
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