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Amazon.com Inc. (AMZN $207.31)
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Broadcom Inc. (AVGO $319.76)
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Alphabet Inc. (GOOG $304.40)
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Microsoft Corporation (MSFT $387.98)
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NVIDIA Corporation (NVDA $178.30)
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Amphenol Corporation (APH $129.91)
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Rockwell Automation Inc. (ROK $353.44)
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Celestica Inc. (CLS $381.81)
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Advanced Micro Devices Inc. (AMD $202.41)
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Arista Networks Inc. (ANET $134.57)
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Comfort Systems USA Inc. (FIX $1,430.57)
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Fabrinet (FN $530.39)
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Vertiv Holdings LLC Class A (VRT $266.98)
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IREN Limited (IREN $40.44)
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Nebius Group N.V. (NBIS $118.15)
Q: Would you recommend taking a small position in AI at this point, and if so what would be your first choice in a stock and/or ETF?