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Amazon.com Inc. (AMZN $234.34)
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Broadcom Inc. (AVGO $325.49)
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Meta Platforms Inc. (META $647.63)
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Alphabet Inc. (GOOG $330.84)
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Microsoft Corporation (MSFT $451.14)
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Micron Technology Inc. (MU $397.58)
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NVIDIA Corporation (NVDA $184.84)
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Arista Networks Inc. (ANET $138.41)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $327.37)
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VanEck Vectors Semiconductor ETF (SMH $402.82)
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Vertiv Holdings LLC Class A (VRT $181.12)
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Palantir Technologies Inc. (PLTR $165.90)
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Tortoise AI Infrastructure (TCAI $32.81)
Q: Hello Team 5i & Everyone,
With regard to the A.I. theme: If you had to pick 9 American stocks to watch that have been already running since 2023 because of A.I., which stocks would they be?
Nividia & Microsoft seem obvious. Maybe VST, AVGO… Gemini provided a list, but I’d like to know what you think please.
I find that the MAGS etf is a simple way to track the big tech stocks, but I’m not sure if the SMH etf would be too specific to track the A.I. stocks/theme?
Thank you for your help!
Sandra
With regard to the A.I. theme: If you had to pick 9 American stocks to watch that have been already running since 2023 because of A.I., which stocks would they be?
Nividia & Microsoft seem obvious. Maybe VST, AVGO… Gemini provided a list, but I’d like to know what you think please.
I find that the MAGS etf is a simple way to track the big tech stocks, but I’m not sure if the SMH etf would be too specific to track the A.I. stocks/theme?
Thank you for your help!
Sandra