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NVIDIA Corporation (NVDA $172.41)
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Seagate Technology Holdings PLC (STX $149.08)
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NextEra Energy Inc. (NEE $75.95)
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Oracle Corporation (ORCL $245.45)
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Advanced Micro Devices Inc. (AMD $156.99)
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Pure Storage Inc. Class A (PSTG $58.12)
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Super Micro Computer Inc. (SMCI $51.77)
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Veritiv Corporation (VRTV)
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Vistra Corp. (VST $193.01)
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Datadog Inc. (DDOG $145.02)
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Palantir Technologies Inc. (PLTR $153.52)
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Snowflake Inc. (SNOW $216.89)
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Constellation Energy Corporation (CEG $321.42)
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Nebius Group N.V. (NBIS $52.79)
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.