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NVIDIA Corporation (NVDA $201.68)
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Emerson Electric Company (EMR $146.35)
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5N Plus Inc. (VNP $33.57)
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Monolithic Power Systems Inc. (MPWR $1,468.35)
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Arista Networks Inc. (ANET $164.23)
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Vertiv Holdings LLC Class A (VRT $307.34)
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Palantir Technologies Inc. (PLTR $146.39)
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Applovin Corporation (APP $477.20)
Q: Thank you for the excellent market update comparing the AI boom to history. What are the top 'capex-light' companies that you feel may participate in the AI boom?