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Amazon.com Inc. (AMZN $240.91)
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Broadcom Inc. (AVGO $343.58)
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Alphabet Inc. (GOOG $314.55)
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Microsoft Corporation (MSFT $478.51)
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NVIDIA Corporation (NVDA $187.28)
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Amphenol Corporation (APH $141.38)
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Rockwell Automation Inc. (ROK $413.36)
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Celestica Inc. (CLS $421.20)
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Advanced Micro Devices Inc. (AMD $214.26)
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Arista Networks Inc. (ANET $132.58)
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Comfort Systems USA Inc. (FIX $1,035.11)
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Fabrinet (FN $479.17)
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Vertiv Holdings LLC Class A (VRT $174.95)
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IREN Limited (IREN $45.91)
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Nebius Group N.V. (NBIS $100.24)
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?