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Elastic N.V. (ESTC $86.79)
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Vertiv Holdings LLC Class A (VRT $129.06)
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Nebius Group N.V. (NBIS $52.79)
Q: let's take as given that we've entered in the new IA era. And suppose we are interested to invest in a small cap enterprise of this sector at the beginning of its promising journey, what is the two names you would recommend?