-
Broadcom Inc. (AVGO $319.55)
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KLA Corporation (KLAC $1,524.55)
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Lam Research Corporation (LRCX $233.89)
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Micron Technology Inc. (MU $412.37)
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NVIDIA Corporation (NVDA $177.19)
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Emerson Electric Company (EMR $150.75)
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Eaton Corporation PLC (ETN $375.92)
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NRG Energy Inc. (NRG $178.96)
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Rockwell Automation Inc. (ROK $407.45)
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Advanced Micro Devices Inc. (AMD $200.21)
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Take-Two Interactive Software Inc. (TTWO $211.48)
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MasTec Inc. (MTZ $298.02)
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Elastic N.V. (ESTC $52.07)
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Clear Channel Outdoor Holdings Inc. (CCO $2.40)
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EMCOR Group Inc. (EME $724.62)
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Comfort Systems USA Inc. (FIX $1,429.37)
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SPX Technologies Inc. (SPXC $226.94)
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Pegasystems Inc. (PEGA $43.73)
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Primoris Services Corporation (PRIM $150.72)
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Vistra Corp. (VST $173.89)
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BWX Technologies Inc. (BWXT $205.98)
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Zoomd Technologies Ltd. (ZOMD $1.02)
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Datadog Inc. (DDOG $111.96)
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Vertiv Holdings LLC Class A (VRT $254.89)
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Snowflake Inc. (SNOW $168.41)
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JFrog Ltd. (FROG $40.15)
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Roblox Corporation Class A (RBLX $68.66)
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Applovin Corporation (APP $434.77)
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Constellation Energy Corporation (CEG $329.88)
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Talen Energy Corporation (TLN $370.97)
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?