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Investment Q&A

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NVIDIA Corporation (NVDA $185.41)
- $185.41 P/E (TTM): 42.65X Cap: $4.50T
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Seagate Technology Holdings PLC (STX $429.32)
- $429.32 P/E (TTM): 52.05X Cap: $93.62B
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NextEra Energy Inc. (NEE $89.47)
- $89.47 P/E (TTM): 28.41X Cap: $186.33B
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Oracle Corporation (ORCL $142.82)
- $142.82 P/E (TTM): 31.59X Cap: $410.47B
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Advanced Micro Devices Inc. (AMD $208.44)
- $208.44 P/E (TTM): 94.83X Cap: $339.34B
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Pure Storage Inc. Class A (PSTG $70.99)
- $70.99 P/E (TTM): 164.82X Cap: $23.43B
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Super Micro Computer Inc. (SMCI $34.38)
- $34.38 P/E (TTM): 24.29X Cap: $20.52B
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Veritiv Corporation (VRTV)
- P/E (TTM): 8.46X
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Vistra Corp. (VST $149.65)
- $149.65 P/E (TTM): 52.6X Cap: $50.70B
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Datadog Inc. (DDOG $111.69)
- $111.69 P/E (TTM): 333.53X Cap: $39.16B
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Palantir Technologies Inc. (PLTR $135.90)
- $135.90 P/E (TTM): 309.55X Cap: $323.90B
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Snowflake Inc. (SNOW $168.43)
- $168.43 Cap: $57.63B
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Constellation Energy Corporation (CEG $261.42)
- $261.42 P/E (TTM): 28.3X Cap: $94.72B
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Nebius Group N.V. (NBIS $86.10)
- $86.10 Cap: $20.50B
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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 $197.59)
- $197.59 P/E (TTM): 27.51X Cap: $2.35B
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Vanguard Industrials ETF (VIS $335.64)
- $335.64 P/E (TTM): 23.91X Cap: $6.65B
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State Street SPDR S&P Homebuilders ETF (XHB $117.27)
- $117.27 P/E (TTM): 15.87X Cap: $1.83B
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Veritiv Corporation (VRTV)
- P/E (TTM): 8.46X
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Berkshire Hathaway Inc. (BRK.A $762,569.63)
- $762,569.63 P/E (TTM): 16.14X Cap: $1.09T
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Propel Holdings Inc. (PRL $25.05)
- $25.05 P/E (TTM): 11.0X Cap: $985M
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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 $83.72)
- $83.72 P/E (TTM): 35.75X Cap: $7.76B
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Veritiv Corporation (VRTV)
- P/E (TTM): 8.46X
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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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