Q: Could you provide me with a few a few names that you feel will benefit from the build up of Data Centers to support AI and would Comfort Systems be on that list? Thank you.

Q: Hello and Happy New Year 5i
I learned about SMCI from 5i and had great luck with it last year! Thanks! I stuck to my goals and sold all of my original investment to remain in the stock with "house money". I don't have any intentions of being a day trader but the timing of my purchase allowed me to double my money in about 4 weeks and that was my goal over a period of a year or two.
To my question
Smci appeared to be a profitable company supplying a huge company in a growth industry. I don't think that has changed? I heard in an interview late last year that the numbers of sales (provided by SMCI) to Nvidia were backed up by information released by Nvidia themselves.
#1 Is there anyway to find that information in disclosure documents from Nvidia?
#2 Wouldn't that information clear up many of the worries regarding the factuality of information coming from SMCI?
I'm not too concerned about the timing of the release of information if SMCI is really selling as much as it seems to the biggest player in the market.
Thanks as always for your terrific insight!

Q: I have made some updates to my portfolio before heading into the new year and am looking for your thoughts on total portfolio. I have it all in TFSA and am 28 years old with a long time horizon. Could you give me your opinion over next 1, 3, 5 years of portfolio.

What changes might you make to this portfolio to stengthen it?

Portfolio Breakdown:
Stock Amount Invested (USD) % of Portfolio
NVDA $6,500 12.04%
SHOP $2,840 (converted from CAD) 5.26%
AMZN $2,650 4.91%
MSFT $2,520 4.67%
MELI $2,483 4.60%
PLTR $2,250 4.17%
TSM $2,000 3.70%
CRWD $1,830 3.39%
GOOGL $1,780 3.30%
TTD $1,767 3.28%
ISRG $2,180 (converted from CAD) 4.04%
META $2,150 (converted from CAD) 3.98%
BRK.B $1,470 2.72%
AXP $1,560 2.89%
LLY $1,500 2.78%
DIS $1,280 (converted from CAD) 2.37%
NBIS $840 1.56%
CELH $700 1.30%
SMCI $392 0.73%
SPCE $188 0.35%
XRP $120 (converted from CAD) 0.22%

Thanks,
Dan