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Broadcom Inc. (AVGO $347.90)
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Micron Technology Inc. (MU $207.00)
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NVIDIA Corporation (NVDA $182.81)
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Pure Storage Inc. Class A (PSTG $91.25)
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Celestica Inc. (CLS $272.61)
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Vertiv Holdings LLC Class A (VRT $176.10)
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Arm Holdings plc (ARM $172.38)
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Nebius Group N.V. (NBIS $108.28)
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.