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Amazon.com Inc. (AMZN $220.69)
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Broadcom Inc. (AVGO $340.20)
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Alphabet Inc. (GOOG $299.65)
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Microsoft Corporation (MSFT $472.12)
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NVIDIA Corporation (NVDA $178.88)
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Amphenol Corporation (APH $131.60)
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Rockwell Automation Inc. (ROK $378.73)
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Celestica Inc. (CLS $394.99)
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Advanced Micro Devices Inc. (AMD $203.78)
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Arista Networks Inc. (ANET $117.43)
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Comfort Systems USA Inc. (FIX $894.08)
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Fabrinet (FN $390.46)
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Vertiv Holdings LLC Class A (VRT $159.83)
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IREN Limited (IREN $42.26)
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Nebius Group N.V. (NBIS $83.26)
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?