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Amazon.com Inc. (AMZN $207.73)
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Broadcom Inc. (AVGO $312.04)
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Alphabet Inc. (GOOG $302.15)
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Microsoft Corporation (MSFT $390.90)
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NVIDIA Corporation (NVDA $177.41)
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Amphenol Corporation (APH $128.85)
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Rockwell Automation Inc. (ROK $354.89)
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Celestica Inc. (CLS $372.43)
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Advanced Micro Devices Inc. (AMD $194.63)
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Arista Networks Inc. (ANET $134.31)
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Comfort Systems USA Inc. (FIX $1,390.36)
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Fabrinet (FN $498.27)
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Vertiv Holdings LLC Class A (VRT $259.75)
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IREN Limited (IREN $40.46)
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Nebius Group N.V. (NBIS $117.34)
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?