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Broadcom Inc. (AVGO $348.21)
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Micron Technology Inc. (MU $206.36)
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NVIDIA Corporation (NVDA $182.92)
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Pure Storage Inc. Class A (PSTG $91.91)
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Celestica Inc. (CLS $273.25)
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Vertiv Holdings LLC Class A (VRT $175.86)
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Arm Holdings plc (ARM $171.20)
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Nebius Group N.V. (NBIS $108.33)
Q: Other than the joint venture partners, what companies do think will benefit the most from the AI infrastructure plan introduced by Pres. Trump on Tuesday? I suspect VRT and CLS will benefit, but I am sure there are others in AI support businesses.