-
Broadcom Inc. (AVGO $312.12)
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KLA Corporation (KLAC $1,441.02)
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Lam Research Corporation (LRCX $219.63)
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Micron Technology Inc. (MU $379.41)
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NVIDIA Corporation (NVDA $179.78)
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Emerson Electric Company (EMR $147.18)
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Eaton Corporation PLC (ETN $355.65)
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NRG Energy Inc. (NRG $160.32)
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Rockwell Automation Inc. (ROK $398.68)
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Advanced Micro Devices Inc. (AMD $189.19)
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Take-Two Interactive Software Inc. (TTWO $213.97)
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MasTec Inc. (MTZ $295.57)
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Elastic N.V. (ESTC $51.58)
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Clear Channel Outdoor Holdings Inc. (CCO $2.39)
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EMCOR Group Inc. (EME $733.24)
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Comfort Systems USA Inc. (FIX $1,400.00)
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SPX Technologies Inc. (SPXC $219.39)
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Pegasystems Inc. (PEGA $44.46)
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Primoris Services Corporation (PRIM $147.21)
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Vistra Corp. (VST $156.82)
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BWX Technologies Inc. (BWXT $205.16)
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Zoomd Technologies Ltd. (ZOMD $1.02)
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Datadog Inc. (DDOG $107.33)
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Vertiv Holdings LLC Class A (VRT $243.44)
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Snowflake Inc. (SNOW $163.16)
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JFrog Ltd. (FROG $40.86)
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Roblox Corporation Class A (RBLX $65.65)
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Applovin Corporation (APP $426.00)
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Constellation Energy Corporation (CEG $314.30)
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Talen Energy Corporation (TLN $336.60)
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?