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Amazon.com Inc. (AMZN $239.22)
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Broadcom Inc. (AVGO $319.24)
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Alphabet Inc. (GOOG $329.18)
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Microsoft Corporation (MSFT $469.29)
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NVIDIA Corporation (NVDA $187.66)
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Amphenol Corporation (APH $151.25)
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Rockwell Automation Inc. (ROK $416.80)
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Celestica Inc. (CLS $413.31)
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Advanced Micro Devices Inc. (AMD $258.12)
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Arista Networks Inc. (ANET $136.43)
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Comfort Systems USA Inc. (FIX $1,116.27)
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Fabrinet (FN $460.69)
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Vertiv Holdings LLC Class A (VRT $180.94)
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IREN Limited (IREN $58.12)
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Nebius Group N.V. (NBIS $97.96)
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?