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NVIDIA Corporation (NVDA $183.69)
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Emerson Electric Company (EMR $134.99)
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5N Plus Inc. (VNP $18.60)
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Monolithic Power Systems Inc. (MPWR $945.16)
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Arista Networks Inc. (ANET $130.73)
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Vertiv Holdings LLC Class A (VRT $166.25)
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Palantir Technologies Inc. (PLTR $193.98)
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Applovin Corporation (APP $733.60)
Q: Thank you for the excellent market update comparing the AI boom to history. What are the top 'capex-light' companies that you feel may participate in the AI boom?