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Investment Q&A

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NVIDIA Corporation (NVDA $172.27)
- $172.27 Fwd P/E: 55.62X Cap: $4.20T
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Seagate Technology Holdings PLC (STX $150.08)
- $150.08 Fwd P/E: 21.42X Cap: $31.22B
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NextEra Energy Inc. (NEE $76.53)
- $76.53 Fwd P/E: 28.45X Cap: $156.35B
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Oracle Corporation (ORCL $245.27)
- $245.27 Fwd P/E: 56.56X Cap: $689.42B
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Advanced Micro Devices Inc. (AMD $158.53)
- $158.53 Fwd P/E: 114.59X Cap: $254.54B
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Pure Storage Inc. Class A (PSTG $57.42)
- $57.42 Fwd P/E: 161.44X Cap: $18.99B
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Super Micro Computer Inc. (SMCI $52.55)
- $52.55 Fwd P/E: 28.52X Cap: $30.89B
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Veritiv Corporation (VRTV)
- Fwd P/E: 8.46X Cap: $2.30B
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Vistra Corp. (VST $187.87)
- $187.87 Fwd P/E: 30.54X Cap: $65.49B
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Datadog Inc. (DDOG $145.29)
- $145.29 Fwd P/E: 312.54X Cap: $50.08B
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Palantir Technologies Inc. (PLTR $152.96)
- $152.96 Fwd P/E: 667.48X Cap: $362.29B
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Snowflake Inc. (SNOW $216.61)
- $216.61 Cap: $72.37B
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Constellation Energy Corporation (CEG $318.75)
- $318.75 Fwd P/E: 33.87X Cap: $100.73B
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Nebius Group N.V. (NBIS $53.41)
- $53.41 Cap: $12.56B
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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 $130.00)
- $130.00 Fwd P/E: 16.76X Cap: $1.50B
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Vanguard Industrials ETF (VIS $288.42)
- $288.42 Fwd P/E: 22.62X Cap: $5.54B
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SPDR Homebuilders ETF (XHB $101.77)
- $101.77 Fwd P/E: 35.85X Cap: $1.46B
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Veritiv Corporation (VRTV)
- Fwd P/E: 8.46X Cap: $2.30B
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Berkshire Hathaway Inc. (BRK.A $716,553.66)
- $716,553.66 Fwd P/E: 12.63X Cap: $1.02T
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Propel Holdings Inc. (PRL $36.83)
- $36.83 Fwd P/E: 18.27X Cap: $1.39B
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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 $89.37)
- $89.37 Fwd P/E: 152.71X Cap: $8.23B
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Veritiv Corporation (VRTV)
- Fwd P/E: 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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