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                             NVIDIA Corporation (NVDA $202.89) NVIDIA Corporation (NVDA $202.89)
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                             Seagate Technology Holdings PLC (STX $268.34) Seagate Technology Holdings PLC (STX $268.34)
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                             NextEra Energy Inc. (NEE $81.64) NextEra Energy Inc. (NEE $81.64)
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                             Oracle Corporation (ORCL $256.89) Oracle Corporation (ORCL $256.89)
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                             Advanced Micro Devices Inc. (AMD $254.84) Advanced Micro Devices Inc. (AMD $254.84)
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                             Pure Storage Inc. Class A (PSTG $97.01) Pure Storage Inc. Class A (PSTG $97.01)
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                             Super Micro Computer Inc. (SMCI $50.37) Super Micro Computer Inc. (SMCI $50.37)
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                             Veritiv Corporation (VRTV) Veritiv Corporation (VRTV)
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                             Vistra Corp. (VST $189.71) Vistra Corp. (VST $189.71)
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                             Datadog Inc. (DDOG $157.07) Datadog Inc. (DDOG $157.07)
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                             Palantir Technologies Inc. (PLTR $194.55) Palantir Technologies Inc. (PLTR $194.55)
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                             Snowflake Inc. (SNOW $271.18) Snowflake Inc. (SNOW $271.18)
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                             Constellation Energy Corporation (CEG $382.48) Constellation Energy Corporation (CEG $382.48)
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                             Nebius Group N.V. (NBIS $124.18) Nebius Group N.V. (NBIS $124.18)
            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. 
        
     
                             
                             
                    