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Amazon.com Inc. (AMZN $229.38)
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Alphabet Inc. (GOOG $321.39)
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Alphabet Inc. (GOOGL $321.04)
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Microsoft Corporation (MSFT $477.12)
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Arista Networks Inc. (ANET $124.62)
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Coherent Corp. (COHR $148.75)
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Fabrinet (FN $429.28)
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Credo Technology Group Holding Ltd (CRDO $151.75)
Q: Would you consider these as early winners as AI "picks and shovels", quite apart from SMCI which has had a huge run-up?
What are your views on other hardware for cloud benefitting from AI - such as, IBM DELL HPE NET and CSCO. Bottom line - which are buyable today or could you suggest buy prices?
What are your views on other hardware for cloud benefitting from AI - such as, IBM DELL HPE NET and CSCO. Bottom line - which are buyable today or could you suggest buy prices?