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Investment Q&A

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NVIDIA Corporation (NVDA $182.69)
- $182.69 P/E (TTM): 52.86X Cap: $4.49T
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Seagate Technology Holdings PLC (STX $293.31)
- $293.31 P/E (TTM): 36.78X Cap: $60.40B
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NextEra Energy Inc. (NEE $81.05)
- $81.05 P/E (TTM): 25.65X Cap: $165.85B
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Oracle Corporation (ORCL $219.36)
- $219.36 P/E (TTM): 51.05X Cap: $629.52B
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Advanced Micro Devices Inc. (AMD $219.37)
- $219.37 P/E (TTM): 109.9X Cap: $360.80B
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Pure Storage Inc. Class A (PSTG $72.46)
- $72.46 P/E (TTM): 169.14X Cap: $23.05B
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Super Micro Computer Inc. (SMCI $34.61)
- $34.61 P/E (TTM): 27.85X Cap: $20.90B
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Veritiv Corporation (VRTV)
- P/E (TTM): 8.46X Cap: $2.30B
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Vistra Corp. (VST $162.42)
- $162.42 P/E (TTM): 61.07X Cap: $55.84B
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Datadog Inc. (DDOG $151.02)
- $151.02 P/E (TTM): 491.34X Cap: $53.50B
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Palantir Technologies Inc. (PLTR $186.72)
- $186.72 P/E (TTM): 604.97X Cap: $433.40B
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Snowflake Inc. (SNOW $216.86)
- $216.86 Cap: $76.17B
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Constellation Energy Corporation (CEG $353.96)
- $353.96 P/E (TTM): 40.97X Cap: $112.15B
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Nebius Group N.V. (NBIS $95.15)
- $95.15 Cap: $22.95B
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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 $174.72)
- $174.72 P/E (TTM): 25.72X Cap: $2.11B
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Vanguard Industrials ETF (VIS $298.72)
- $298.72 P/E (TTM): 24.35X Cap: $6.23B
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State Street SPDR S&P Homebuilders ETF (XHB $106.04)
- $106.04 P/E (TTM): 14.94X Cap: $1.69B
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Veritiv Corporation (VRTV)
- P/E (TTM): 8.46X Cap: $2.30B
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Berkshire Hathaway Inc. (BRK.A $740,035.37)
- $740,035.37 P/E (TTM): 17.03X Cap: $1.05T
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Propel Holdings Inc. (PRL $24.80)
- $24.80 P/E (TTM): 11.58X Cap: $968M
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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 $89.36)
- $89.36 P/E (TTM): 38.63X Cap: $8.23B
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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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