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Investment Q&A

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NVIDIA Corporation (NVDA $187.54)
- $187.54 P/E (TTM): 47.28X Cap: $4.57T
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Seagate Technology Holdings PLC (STX $280.08)
- $280.08 P/E (TTM): 36.88X Cap: $60.39B
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NextEra Energy Inc. (NEE $80.53)
- $80.53 P/E (TTM): 25.61X Cap: $167.17B
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Oracle Corporation (ORCL $197.21)
- $197.21 P/E (TTM): 45.83X Cap: $561.35B
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Advanced Micro Devices Inc. (AMD $215.34)
- $215.34 P/E (TTM): 106.85X Cap: $351.02B
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Pure Storage Inc. Class A (PSTG $67.79)
- $67.79 P/E (TTM): 177.64X Cap: $22.59B
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Super Micro Computer Inc. (SMCI $29.65)
- $29.65 P/E (TTM): 24.13X Cap: $17.95B
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Veritiv Corporation (VRTV)
- P/E (TTM): 8.46X Cap: $2.30B
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Vistra Corp. (VST $162.62)
- $162.62 P/E (TTM): 59.44X Cap: $54.83B
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Datadog Inc. (DDOG $137.48)
- $137.48 P/E (TTM): 440.49X Cap: $48.37B
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Palantir Technologies Inc. (PLTR $180.84)
- $180.84 P/E (TTM): 449.31X Cap: $431.02B
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Snowflake Inc. (SNOW $222.05)
- $222.05 Cap: $76.27B
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Constellation Energy Corporation (CEG $357.12)
- $357.12 P/E (TTM): 41.29X Cap: $111.90B
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Nebius Group N.V. (NBIS $85.17)
- $85.17 Cap: $20.48B
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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 $160.31)
- $160.31 P/E (TTM): 23.74X Cap: $1.90B
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Vanguard Industrials ETF (VIS $301.28)
- $301.28 P/E (TTM): 23.8X Cap: $6.27B
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State Street SPDR S&P Homebuilders ETF (XHB $104.05)
- $104.05 P/E (TTM): 14.94X Cap: $1.65B
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Veritiv Corporation (VRTV)
- P/E (TTM): 8.46X Cap: $2.30B
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Berkshire Hathaway Inc. (BRK.A $755,400.00)
- $755,400.00 P/E (TTM): 15.93X Cap: $1.08T
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Propel Holdings Inc. (PRL $24.74)
- $24.74 P/E (TTM): 11.75X Cap: $989M
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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 $85.81)
- $85.81 P/E (TTM): 37.22X Cap: $7.89B
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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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