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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 $198.45)
- $198.45 P/E (TTM): 42.7X Cap: $4.84T
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Seagate Technology Holdings PLC (STX $726.93)
- $726.93 P/E (TTM): 72.77X Cap: $151.04B
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NextEra Energy Inc. (NEE $96.95)
- $96.95 P/E (TTM): 28.54X Cap: $204.11B
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Oracle Corporation (ORCL $171.83)
- $171.83 P/E (TTM): 29.41X Cap: $464.16B
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Advanced Micro Devices Inc. (AMD $360.54)
- $360.54 P/E (TTM): 127.21X Cap: $577.93B
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Everpure Inc. Class A (PSTG)
- P/E (TTM): 122.43X Cap: $22.40B
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Super Micro Computer Inc. (SMCI $27.09)
- $27.09 P/E (TTM): 19.35X Cap: $16.41B
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Veritiv Corporation (VRTV)
- P/E (TTM): 8.46X
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Vistra Corp. (VST $155.28)
- $155.28 P/E (TTM): 70.55X Cap: $53.43B
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Datadog Inc. (DDOG $140.53)
- $140.53 P/E (TTM): 432.19X Cap: $47.05B
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Palantir Technologies Inc. (PLTR $144.07)
- $144.07 P/E (TTM): 224.1X Cap: $333.46B
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Snowflake Inc. (SNOW $141.00)
- $141.00 Cap: $47.17B
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Constellation Energy Corporation (CEG $307.81)
- $307.81 P/E (TTM): 40.14X Cap: $98.06B
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Nebius Group N.V. (NBIS $154.49)
- $154.49 Cap: $32.91B
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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 $289.61)
- $289.61 P/E (TTM): 45.99X Cap: $3.44B
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Vanguard Industrials ETF (VIS $337.52)
- $337.52 P/E (TTM): 23.26X Cap: $7.65B
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State Street SPDR S&P Homebuilders ETF (XHB $105.09)
- $105.09 P/E (TTM): 16.19X Cap: $1.54B
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Veritiv Corporation (VRTV)
- P/E (TTM): 8.46X
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Berkshire Hathaway Inc. (BRK.A $710,300.00)
- $710,300.00 P/E (TTM): 15.31X Cap: $1.02T
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Propel Holdings Inc. (PRL $21.41)
- $21.41 P/E (TTM): 10.73X Cap: $861M
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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 $93.50)
- $93.50 P/E (TTM): 23.8X Cap: $8.73B
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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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