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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 $204.93)
- $204.93 P/E (TTM): 58.99X Cap: $4.93T
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Seagate Technology Holdings PLC (STX $256.78)
- $256.78 P/E (TTM): 39.41X Cap: $56.49B
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NextEra Energy Inc. (NEE $81.78)
- $81.78 P/E (TTM): 28.59X Cap: $170.02B
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Oracle Corporation (ORCL $262.30)
- $262.30 P/E (TTM): 63.73X Cap: $730B
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Advanced Micro Devices Inc. (AMD $260.01)
- $260.01 P/E (TTM): 152.62X Cap: $413.56B
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Pure Storage Inc. Class A (PSTG $97.18)
- $97.18 P/E (TTM): 232.33X Cap: $31.88B
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Super Micro Computer Inc. (SMCI $51.80)
- $51.80 P/E (TTM): 31.36X Cap: $29.93B
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Veritiv Corporation (VRTV)
- P/E (TTM): 8.46X Cap: $2.30B
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Vistra Corp. (VST $188.52)
- $188.52 P/E (TTM): 31.6X Cap: $64.27B
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Datadog Inc. (DDOG $162.56)
- $162.56 P/E (TTM): 440.68X Cap: $54.77B
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Palantir Technologies Inc. (PLTR $201.41)
- $201.41 P/E (TTM): 662.7X Cap: $461.53B
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Snowflake Inc. (SNOW $274.35)
- $274.35 Cap: $91.87B
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Constellation Energy Corporation (CEG $381.96)
- $381.96 P/E (TTM): 41.9X Cap: $119.48B
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Nebius Group N.V. (NBIS $129.45)
- $129.45 Cap: $29.56B
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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 $208.32)
- $208.32 P/E (TTM): 30.37X Cap: $2.44B
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Vanguard Industrials ETF (VIS $300.10)
- $300.10 P/E (TTM): 23.75X Cap: $5.81B
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SPDR Homebuilders ETF (XHB $105.20)
- $105.20 P/E (TTM): 13.54X Cap: $1.64B
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Veritiv Corporation (VRTV)
- P/E (TTM): 8.46X Cap: $2.30B
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Berkshire Hathaway Inc. (BRK.A $715,799.81)
- $715,799.81 P/E (TTM): 16.29X Cap: $1.03T
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Propel Holdings Inc. (PRL $25.46)
- $25.46 P/E (TTM): 11.86X Cap: $965M
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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 $97.79)
- $97.79 P/E (TTM): 111.8X Cap: $8.89B
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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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