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Broadcom Inc. (AVGO $288.64)
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Micron Technology Inc. (MU $104.88)
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NVIDIA Corporation (NVDA $173.72)
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Pure Storage Inc. Class A (PSTG $54.51)
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Celestica Inc. (CLS $194.74)
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Vertiv Holdings LLC Class A (VRT $141.59)
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Arm Holdings plc (ARM $137.58)
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Nebius Group N.V. (NBIS $52.00)
Q: Other than the joint venture partners, what companies do think will benefit the most from the AI infrastructure plan introduced by Pres. Trump on Tuesday? I suspect VRT and CLS will benefit, but I am sure there are others in AI support businesses.