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Amazon.com Inc. (AMZN $198.79)
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Broadcom Inc. (AVGO $325.17)
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Alphabet Inc. (GOOG $306.02)
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Microsoft Corporation (MSFT $401.32)
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NVIDIA Corporation (NVDA $182.81)
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Amphenol Corporation (APH $146.72)
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Rockwell Automation Inc. (ROK $394.37)
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Celestica Inc. (CLS $381.72)
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Advanced Micro Devices Inc. (AMD $207.32)
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Arista Networks Inc. (ANET $141.59)
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Comfort Systems USA Inc. (FIX $1,337.95)
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Fabrinet (FN $495.55)
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Vertiv Holdings LLC Class A (VRT $234.53)
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IREN Limited (IREN $42.22)
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Nebius Group N.V. (NBIS $98.01)
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?