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Amazon.com Inc. (AMZN $221.25)
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Broadcom Inc. (AVGO $350.63)
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Alphabet Inc. (GOOG $314.74)
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Microsoft Corporation (MSFT $374.33)
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NVIDIA Corporation (NVDA $182.08)
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Amphenol Corporation (APH $135.32)
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Rockwell Automation Inc. (ROK $389.97)
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Celestica Inc. (CLS $443.10)
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Advanced Micro Devices Inc. (AMD $231.82)
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Arista Networks Inc. (ANET $145.07)
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Comfort Systems USA Inc. (FIX $1,525.16)
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Fabrinet (FN $610.18)
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Vertiv Holdings LLC Class A (VRT $281.03)
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IREN Limited (IREN $36.83)
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Nebius Group N.V. (NBIS $125.00)
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?