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Investment Q&A

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NVIDIA Corporation (NVDA $184.14)
- $184.14 P/E (TTM): 51.67X Cap: $4.53T
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Seagate Technology Holdings PLC (STX $252.59)
- $252.59 P/E (TTM): 32.71X Cap: $55.34B
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NextEra Energy Inc. (NEE $84.95)
- $84.95 P/E (TTM): 26.96X Cap: $175.50B
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Oracle Corporation (ORCL $216.66)
- $216.66 P/E (TTM): 51.04X Cap: $640.89B
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Advanced Micro Devices Inc. (AMD $212.77)
- $212.77 P/E (TTM): 114.46X Cap: $363.94B
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Pure Storage Inc. Class A (PSTG $80.70)
- $80.70 P/E (TTM): 195.64X Cap: $26.93B
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Super Micro Computer Inc. (SMCI $32.36)
- $32.36 P/E (TTM): 27.48X Cap: $20.13B
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Veritiv Corporation (VRTV)
- P/E (TTM): 8.46X Cap: $2.30B
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Vistra Corp. (VST $176.80)
- $176.80 P/E (TTM): 64.12X Cap: $60.69B
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Datadog Inc. (DDOG $162.57)
- $162.57 P/E (TTM): 561.97X Cap: $61.82B
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Palantir Technologies Inc. (PLTR $157.29)
- $157.29 P/E (TTM): 557.77X Cap: $394.26B
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Snowflake Inc. (SNOW $249.21)
- $249.21 Cap: $85.70B
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Constellation Energy Corporation (CEG $350.17)
- $350.17 P/E (TTM): 38.87X Cap: $111.63B
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Nebius Group N.V. (NBIS $89.47)
- $89.47 Cap: $22.63B
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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 $168.55)
- $168.55 P/E (TTM): 24.38X Cap: $1.99B
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Vanguard Industrials ETF (VIS $285.57)
- $285.57 P/E (TTM): 23.75X Cap: $6.22B
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State Street SPDR S&P Homebuilders ETF (XHB $99.68)
- $99.68 P/E (TTM): 14.94X Cap: $1.41B
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Veritiv Corporation (VRTV)
- P/E (TTM): 8.46X Cap: $2.30B
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Berkshire Hathaway Inc. (BRK.A $756,029.82)
- $756,029.82 P/E (TTM): 17.27X Cap: $1.08T
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Propel Holdings Inc. (PRL $20.34)
- $20.34 P/E (TTM): 9.45X Cap: $807M
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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 $81.19)
- $81.19 P/E (TTM): 35.06X Cap: $7.54B
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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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