-
Broadcom Inc. (AVGO $417.43)
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KLA Corporation (KLAC $1,750.35)
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Lam Research Corporation (LRCX $257.86)
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Micron Technology Inc. (MU $517.16)
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NVIDIA Corporation (NVDA $199.57)
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Emerson Electric Company (EMR $140.44)
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Eaton Corporation PLC (ETN $433.01)
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NRG Energy Inc. (NRG $155.58)
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Rockwell Automation Inc. (ROK $408.91)
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Advanced Micro Devices Inc. (AMD $354.49)
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Take-Two Interactive Software Inc. (TTWO $213.76)
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MasTec Inc. (MTZ $394.05)
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Elastic N.V. (ESTC $46.43)
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Clear Channel Outdoor Holdings Inc. (CCO $2.40)
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EMCOR Group Inc. (EME $891.67)
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Comfort Systems USA Inc. (FIX $1,840.25)
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SPX Technologies Inc. (SPXC $218.91)
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Pegasystems Inc. (PEGA $36.55)
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Primoris Services Corporation (PRIM $181.15)
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Vistra Corp. (VST $157.84)
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BWX Technologies Inc. (BWXT $216.39)
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Zoomd Technologies Ltd. (ZOMD $0.53)
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Datadog Inc. (DDOG $132.19)
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Vertiv Holdings LLC Class A (VRT $328.49)
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Snowflake Inc. (SNOW $136.47)
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JFrog Ltd. (FROG $46.44)
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Roblox Corporation Class A (RBLX $55.26)
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Applovin Corporation (APP $446.35)
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Constellation Energy Corporation (CEG $313.00)
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Talen Energy Corporation (TLN $372.42)
Q: Thank you for your just published special report on AI but will you soon publish a report listing the cos and sectors which will be negatively affected and whose moat will be disrupted?