-
Broadcom Inc. (AVGO $371.55)
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KLA Corporation (KLAC $1,737.28)
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Lam Research Corporation (LRCX $263.66)
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Micron Technology Inc. (MU $420.59)
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NVIDIA Corporation (NVDA $188.63)
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Emerson Electric Company (EMR $143.77)
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Eaton Corporation PLC (ETN $403.00)
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NRG Energy Inc. (NRG $164.07)
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Rockwell Automation Inc. (ROK $396.00)
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Advanced Micro Devices Inc. (AMD $245.04)
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Take-Two Interactive Software Inc. (TTWO $197.07)
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MasTec Inc. (MTZ $361.22)
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Elastic N.V. (ESTC $43.30)
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Clear Channel Outdoor Holdings Inc. (CCO $2.37)
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EMCOR Group Inc. (EME $802.43)
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Comfort Systems USA Inc. (FIX $1,592.84)
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SPX Technologies Inc. (SPXC $215.97)
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Pegasystems Inc. (PEGA $39.37)
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Primoris Services Corporation (PRIM $161.14)
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Vistra Corp. (VST $154.73)
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BWX Technologies Inc. (BWXT $229.57)
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Zoomd Technologies Ltd. (ZOMD $0.88)
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Datadog Inc. (DDOG $105.37)
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Vertiv Holdings LLC Class A (VRT $295.11)
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Snowflake Inc. (SNOW $121.11)
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JFrog Ltd. (FROG $43.22)
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Roblox Corporation Class A (RBLX $55.59)
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Applovin Corporation (APP $391.38)
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Constellation Energy Corporation (CEG $286.50)
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Talen Energy Corporation (TLN $321.33)
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?