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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 $202.89)
- $202.89 P/E (TTM): 57.27X Cap: $5.03T
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Seagate Technology Holdings PLC (STX $268.34)
- $268.34 P/E (TTM): 33.09X Cap: $56.49B
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NextEra Energy Inc. (NEE $81.64)
- $81.64 P/E (TTM): 29.22X Cap: $170.27B
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Oracle Corporation (ORCL $256.89)
- $256.89 P/E (TTM): 65.01X Cap: $782.32B
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Advanced Micro Devices Inc. (AMD $254.84)
- $254.84 P/E (TTM): 148.97X Cap: $428.96B
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Pure Storage Inc. Class A (PSTG $97.01)
- $97.01 P/E (TTM): 232.33X Cap: $31.88B
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Super Micro Computer Inc. (SMCI $50.37)
- $50.37 P/E (TTM): 31.36X Cap: $29.93B
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Veritiv Corporation (VRTV)
- P/E (TTM): 8.46X Cap: $2.30B
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Vistra Corp. (VST $189.71)
- $189.71 P/E (TTM): 30.2X Cap: $64.27B
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Datadog Inc. (DDOG $157.07)
- $157.07 P/E (TTM): 440.68X Cap: $54.77B
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Palantir Technologies Inc. (PLTR $194.55)
- $194.55 P/E (TTM): 632.0X Cap: $461.53B
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Snowflake Inc. (SNOW $271.18)
- $271.18 Cap: $91.87B
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Constellation Energy Corporation (CEG $382.48)
- $382.48 P/E (TTM): 40.18X Cap: $119.48B
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Nebius Group N.V. (NBIS $124.18)
- $124.18 Cap: $29.56B
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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 $205.50)
- $205.50 P/E (TTM): 30.49X Cap: $2.41B
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Vanguard Industrials ETF (VIS $299.30)
- $299.30 P/E (TTM): 23.75X Cap: $5.81B
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SPDR Homebuilders ETF (XHB $104.53)
- $104.53 P/E (TTM): 13.54X Cap: $1.64B
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Veritiv Corporation (VRTV)
- P/E (TTM): 8.46X Cap: $2.30B
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Berkshire Hathaway Inc. (BRK.A $717,922.02)
- $717,922.02 P/E (TTM): 16.51X Cap: $1.03T
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Propel Holdings Inc. (PRL $24.89)
- $24.89 P/E (TTM): 12.37X Cap: $965M
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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 $95.99)
- $95.99 P/E (TTM): 114.07X Cap: $8.84B
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Veritiv Corporation (VRTV)
- P/E (TTM): 8.46X Cap: $2.30B
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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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