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NVIDIA Corporation (NVDA $171.06)
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Emerson Electric Company (EMR $131.55)
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5N Plus Inc. (VNP $17.65)
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Monolithic Power Systems Inc. (MPWR $916.69)
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Arista Networks Inc. (ANET $122.54)
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Vertiv Holdings LLC Class A (VRT $148.95)
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Palantir Technologies Inc. (PLTR $178.14)
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Applovin Corporation (APP $669.02)
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?