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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 $183.16)
- $183.16 P/E (TTM): 53.88X Cap: $4.67T
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Seagate Technology Holdings PLC (STX $214.38)
- $214.38 P/E (TTM): 33.29X Cap: $47.71B
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NextEra Energy Inc. (NEE $83.35)
- $83.35 P/E (TTM): 29.38X Cap: $172.38B
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Oracle Corporation (ORCL $292.96)
- $292.96 P/E (TTM): 66.5X Cap: $843.87B
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Advanced Micro Devices Inc. (AMD $214.90)
- $214.90 P/E (TTM): 136.0X Cap: $377.94B
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Pure Storage Inc. Class A (PSTG $89.37)
- $89.37 P/E (TTM): 221.76X Cap: $30.76B
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Super Micro Computer Inc. (SMCI $52.86)
- $52.86 P/E (TTM): 34.93X Cap: $34.45B
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Veritiv Corporation (VRTV)
- P/E (TTM): 8.46X Cap: $2.30B
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Vistra Corp. (VST $196.86)
- $196.86 P/E (TTM): 32.73X Cap: $66.70B
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Datadog Inc. (DDOG $158.74)
- $158.74 P/E (TTM): 463.62X Cap: $57.21B
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Palantir Technologies Inc. (PLTR $175.44)
- $175.44 P/E (TTM): 611.87X Cap: $416.20B
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Snowflake Inc. (SNOW $242.17)
- $242.17 Cap: $82.04B
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Constellation Energy Corporation (CEG $368.49)
- $368.49 P/E (TTM): 38.73X Cap: $115.11B
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Nebius Group N.V. (NBIS $129.58)
- $129.58 Cap: $30.85B
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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 $127.37)
- $127.37 P/E (TTM): 19.91X Cap: $1.61B
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Vanguard Industrials ETF (VIS $289.12)
- $289.12 P/E (TTM): 23.95X Cap: $5.80B
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SPDR Homebuilders ETF (XHB $103.72)
- $103.72 P/E (TTM): 13.54X Cap: $1.74B
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Veritiv Corporation (VRTV)
- P/E (TTM): 8.46X Cap: $2.30B
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Berkshire Hathaway Inc. (BRK.A $734,180.00)
- $734,180.00 P/E (TTM): 17.14X Cap: $1.07T
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Propel Holdings Inc. (PRL $25.46)
- $25.46 P/E (TTM): 13.14X Cap: $1.03B
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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 $83.24)
- $83.24 P/E (TTM): 107.18X Cap: $8.34B
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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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