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NVIDIA Corporation (NVDA $177.92)
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Emerson Electric Company (EMR $128.65)
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5N Plus Inc. (VNP $28.93)
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Monolithic Power Systems Inc. (MPWR $1,084.21)
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Arista Networks Inc. (ANET $135.68)
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Vertiv Holdings LLC Class A (VRT $266.61)
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Palantir Technologies Inc. (PLTR $152.63)
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Applovin Corporation (APP $419.84)
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?