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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 $176.67)
- $176.67 P/E (TTM): 56.85X Cap: $4.29T
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Seagate Technology Holdings PLC (STX $221.23)
- $221.23 P/E (TTM): 32.14X Cap: $45.37B
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NextEra Energy Inc. (NEE $71.08)
- $71.08 P/E (TTM): 24.75X Cap: $146.37B
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Oracle Corporation (ORCL $308.66)
- $308.66 P/E (TTM): 68.35X Cap: $877.12B
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Advanced Micro Devices Inc. (AMD $157.39)
- $157.39 P/E (TTM): 90.24X Cap: $255.41B
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Pure Storage Inc. Class A (PSTG $87.87)
- $87.87 P/E (TTM): 207.29X Cap: $28.87B
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Super Micro Computer Inc. (SMCI $45.81)
- $45.81 P/E (TTM): 27.35X Cap: $27.22B
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Veritiv Corporation (VRTV)
- P/E (TTM): 8.46X Cap: $2.30B
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Vistra Corp. (VST $211.28)
- $211.28 P/E (TTM): 33.31X Cap: $71.58B
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Datadog Inc. (DDOG $138.82)
- $138.82 P/E (TTM): 386.47X Cap: $48.41B
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Palantir Technologies Inc. (PLTR $182.39)
- $182.39 P/E (TTM): 589.9X Cap: $432.69B
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Snowflake Inc. (SNOW $230.48)
- $230.48 Cap: $78.08B
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Constellation Energy Corporation (CEG $330.90)
- $330.90 P/E (TTM): 33.69X Cap: $103.37B
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Nebius Group N.V. (NBIS $99.31)
- $99.31 Cap: $23.64B
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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 $116.30)
- $116.30 P/E (TTM): 17.54X Cap: $1.38B
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Vanguard Industrials ETF (VIS $294.25)
- $294.25 P/E (TTM): 24.02X Cap: $5.90B
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SPDR Homebuilders ETF (XHB $113.02)
- $113.02 P/E (TTM): 13.54X Cap: $1.96B
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Veritiv Corporation (VRTV)
- P/E (TTM): 8.46X Cap: $2.30B
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Berkshire Hathaway Inc. (BRK.A $740,400.00)
- $740,400.00 P/E (TTM): 16.83X Cap: $1.06T
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Propel Holdings Inc. (PRL $34.89)
- $34.89 P/E (TTM): 16.66X Cap: $1.36B
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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 $91.81)
- $91.81 P/E (TTM): 105.42X Cap: $8.50B
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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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