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Amazon.com Inc. (AMZN $220.55)
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Broadcom Inc. (AVGO $350.27)
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Alphabet Inc. (GOOG $315.06)
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Microsoft Corporation (MSFT $371.71)
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NVIDIA Corporation (NVDA $181.75)
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Amphenol Corporation (APH $134.73)
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Rockwell Automation Inc. (ROK $389.70)
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Celestica Inc. (CLS $440.75)
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Advanced Micro Devices Inc. (AMD $230.34)
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Arista Networks Inc. (ANET $143.66)
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Comfort Systems USA Inc. (FIX $1,529.30)
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Fabrinet (FN $608.93)
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Vertiv Holdings LLC Class A (VRT $280.52)
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IREN Limited (IREN $36.51)
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Nebius Group N.V. (NBIS $123.04)
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?