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NVIDIA Corporation (NVDA $189.79)
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Emerson Electric Company (EMR $163.28)
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5N Plus Inc. (VNP $27.24)
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Monolithic Power Systems Inc. (MPWR $1,163.66)
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Arista Networks Inc. (ANET $138.80)
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Vertiv Holdings LLC Class A (VRT $235.50)
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Palantir Technologies Inc. (PLTR $133.68)
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Applovin Corporation (APP $444.19)
Q: Thank you for the excellent market update comparing the AI boom to history. What are the top 'capex-light' companies that you feel may participate in the AI boom?