-
NVIDIA Corporation (NVDA $177.72)
-
Emerson Electric Company (EMR $134.09)
-
5N Plus Inc. (VNP $17.50)
-
Monolithic Power Systems Inc. (MPWR $951.36)
-
Arista Networks Inc. (ANET $126.13)
-
Vertiv Holdings LLC Class A (VRT $160.66)
-
Palantir Technologies Inc. (PLTR $187.75)
-
Applovin Corporation (APP $677.30)
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?