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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

NVIDIA Corporation (NVDA $177.19)
- $177.19 P/E (TTM): 47.53X Cap: $4.30T
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Seagate Technology Holdings PLC (STX $407.84)
- $407.84 P/E (TTM): 52.3X Cap: $88.93B
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NextEra Energy Inc. (NEE $93.77)
- $93.77 P/E (TTM): 28.5X Cap: $195.37B
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Oracle Corporation (ORCL $145.40)
- $145.40 P/E (TTM): 26.56X Cap: $417.89B
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Advanced Micro Devices Inc. (AMD $200.21)
- $200.21 P/E (TTM): 74.19X Cap: $326.42B
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Pure Storage Inc. Class A (PSTG $64.22)
- $64.22 P/E (TTM): 175.49X Cap: $21.20B
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Super Micro Computer Inc. (SMCI $32.39)
- $32.39 P/E (TTM): 22.58X Cap: $19.40B
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Veritiv Corporation (VRTV)
- P/E (TTM): 8.46X
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Vistra Corp. (VST $173.89)
- $173.89 P/E (TTM): 61.69X Cap: $58.91B
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Datadog Inc. (DDOG $111.96)
- $111.96 P/E (TTM): 331.02X Cap: $39.47B
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Palantir Technologies Inc. (PLTR $137.19)
- $137.19 P/E (TTM): 207.3X Cap: $327.97B
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Snowflake Inc. (SNOW $168.41)
- $168.41 Cap: $57.62B
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Constellation Energy Corporation (CEG $329.88)
- $329.88 P/E (TTM): 33.65X Cap: $119.41B
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Nebius Group N.V. (NBIS $91.19)
- $91.19 Cap: $21.71B
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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

Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $196.31)
- $196.31 P/E (TTM): 30.07X Cap: $2.33B
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Vanguard Industrials ETF (VIS $341.85)
- $341.85 P/E (TTM): 23.26X Cap: $6.33B
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State Street SPDR S&P Homebuilders ETF (XHB $115.34)
- $115.34 P/E (TTM): 16.19X Cap: $1.79B
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Veritiv Corporation (VRTV)
- P/E (TTM): 8.46X
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Berkshire Hathaway Inc. (BRK.A $757,000.00)
- $757,000.00 P/E (TTM): 15.78X Cap: $1.08T
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Propel Holdings Inc. (PRL $21.01)
- $21.01 P/E (TTM): 9.8X Cap: $826M
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Q: With the recent declines, in what order will you invest in the above mentioned companies and why

Read Answer Asked by Satish on December 20, 2024

Qorvo Inc. (QRVO $82.90)
- $82.90 P/E (TTM): 22.69X Cap: $7.68B
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Veritiv Corporation (VRTV)
- P/E (TTM): 8.46X
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Q: Could I get your thoughts on these names? The fundamentals looked good to me. They have both pulled back a lot especially lately. Thank you!

Jason

Read Answer Asked by Jason on September 01, 2022

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