-
Broadcom Inc. (AVGO $318.82)
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KLA Corporation (KLAC $1,534.95)
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Lam Research Corporation (LRCX $231.00)
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Micron Technology Inc. (MU $412.67)
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NVIDIA Corporation (NVDA $182.48)
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Emerson Electric Company (EMR $152.08)
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Eaton Corporation PLC (ETN $377.40)
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NRG Energy Inc. (NRG $175.58)
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Rockwell Automation Inc. (ROK $412.15)
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Advanced Micro Devices Inc. (AMD $198.62)
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Take-Two Interactive Software Inc. (TTWO $213.88)
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MasTec Inc. (MTZ $304.53)
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Elastic N.V. (ESTC $52.92)
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Clear Channel Outdoor Holdings Inc. (CCO $2.39)
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EMCOR Group Inc. (EME $735.78)
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Comfort Systems USA Inc. (FIX $1,438.24)
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SPX Technologies Inc. (SPXC $225.02)
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Pegasystems Inc. (PEGA $44.62)
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Primoris Services Corporation (PRIM $151.06)
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Vistra Corp. (VST $165.99)
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BWX Technologies Inc. (BWXT $216.47)
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Zoomd Technologies Ltd. (ZOMD $1.05)
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Datadog Inc. (DDOG $111.11)
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Vertiv Holdings LLC Class A (VRT $257.75)
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Snowflake Inc. (SNOW $170.33)
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JFrog Ltd. (FROG $41.58)
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Roblox Corporation Class A (RBLX $67.44)
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Applovin Corporation (APP $432.98)
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Constellation Energy Corporation (CEG $327.16)
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Talen Energy Corporation (TLN $353.24)
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?