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NVIDIA Corporation (NVDA $166.34)
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Seagate Technology Holdings PLC (STX $145.51)
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NextEra Energy Inc. (NEE $73.90)
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Oracle Corporation (ORCL $232.33)
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Advanced Micro Devices Inc. (AMD $144.13)
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Pure Storage Inc. Class A (PSTG $56.05)
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Super Micro Computer Inc. (SMCI $49.74)
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Veritiv Corporation (VRTV)
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Vistra Corp. (VST $196.02)
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Datadog Inc. (DDOG $137.80)
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Palantir Technologies Inc. (PLTR $142.60)
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Snowflake Inc. (SNOW $212.15)
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Constellation Energy Corporation (CEG $319.17)
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Nebius Group N.V. (NBIS $45.34)
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.