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Amazon.com Inc. (AMZN $226.19)
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Broadcom Inc. (AVGO $359.93)
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Alphabet Inc. (GOOG $310.52)
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Microsoft Corporation (MSFT $478.53)
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NVIDIA Corporation (NVDA $175.02)
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Amphenol Corporation (APH $129.24)
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Rockwell Automation Inc. (ROK $405.18)
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Celestica Inc. (CLS $421.77)
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Advanced Micro Devices Inc. (AMD $210.78)
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Arista Networks Inc. (ANET $124.76)
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Comfort Systems USA Inc. (FIX $967.95)
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Fabrinet (FN $470.89)
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Vertiv Holdings LLC Class A (VRT $161.27)
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IREN Limited (IREN $40.13)
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Nebius Group N.V. (NBIS $87.69)
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?