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Investment Q&A

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NVIDIA Corporation (NVDA $172.70)
- $172.70 P/E (TTM): 35.24X Cap: $4.19T
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Seagate Technology Holdings PLC (STX $411.23)
- $411.23 P/E (TTM): 52.79X Cap: $89.67B
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NextEra Energy Inc. (NEE $89.50)
- $89.50 P/E (TTM): 27.12X Cap: $186.47B
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Oracle Corporation (ORCL $149.68)
- $149.68 P/E (TTM): 28.14X Cap: $430.48B
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Advanced Micro Devices Inc. (AMD $201.33)
- $201.33 P/E (TTM): 75.97X Cap: $328.25B
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Everpure Inc. Class A (PSTG $62.63)
- $62.63 P/E (TTM): 160.59X Cap: $20.67B
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Super Micro Computer Inc. (SMCI $20.53)
- $20.53 P/E (TTM): 15.1X Cap: $12.29B
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Veritiv Corporation (VRTV)
- P/E (TTM): 8.46X
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Vistra Corp. (VST $146.02)
- $146.02 P/E (TTM): 66.98X Cap: $49.43B
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Datadog Inc. (DDOG $125.08)
- $125.08 P/E (TTM): 403.48X Cap: $44.25B
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Palantir Technologies Inc. (PLTR $150.68)
- $150.68 P/E (TTM): 239.17X Cap: $360.22B
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Snowflake Inc. (SNOW $168.02)
- $168.02 Cap: $57.49B
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Constellation Energy Corporation (CEG $281.99)
- $281.99 P/E (TTM): 38.11X Cap: $88.35B
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Nebius Group N.V. (NBIS $117.62)
- $117.62 Cap: $28B
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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 $197.67)
- $197.67 P/E (TTM): 29.24X Cap: $2.35B
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Vanguard Industrials ETF (VIS $311.14)
- $311.14 P/E (TTM): 23.26X Cap: $7.42B
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State Street SPDR S&P Homebuilders ETF (XHB $96.27)
- $96.27 P/E (TTM): 16.19X Cap: $1.37B
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Veritiv Corporation (VRTV)
- P/E (TTM): 8.46X
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Berkshire Hathaway Inc. (BRK.A $720,702.08)
- $720,702.08 P/E (TTM): 15.48X Cap: $1.03T
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Propel Holdings Inc. (PRL $17.72)
- $17.72 P/E (TTM): 9.17X Cap: $697M
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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 $78.16)
- $78.16 P/E (TTM): 21.51X Cap: $7.24B
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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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