-
Broadcom Inc. (AVGO $312.16)
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KLA Corporation (KLAC $1,460.08)
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Lam Research Corporation (LRCX $224.07)
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Micron Technology Inc. (MU $435.59)
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NVIDIA Corporation (NVDA $177.54)
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Emerson Electric Company (EMR $128.43)
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Eaton Corporation PLC (ETN $353.61)
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NRG Energy Inc. (NRG $158.53)
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Rockwell Automation Inc. (ROK $355.34)
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Advanced Micro Devices Inc. (AMD $195.98)
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Take-Two Interactive Software Inc. (TTWO $204.28)
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MasTec Inc. (MTZ $300.35)
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Elastic N.V. (ESTC $55.77)
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Clear Channel Outdoor Holdings Inc. (CCO $2.39)
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EMCOR Group Inc. (EME $733.93)
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Comfort Systems USA Inc. (FIX $1,409.00)
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SPX Technologies Inc. (SPXC $199.65)
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Pegasystems Inc. (PEGA $43.41)
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Primoris Services Corporation (PRIM $136.10)
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Vistra Corp. (VST $168.08)
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BWX Technologies Inc. (BWXT $203.93)
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Zoomd Technologies Ltd. (ZOMD $0.93)
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Datadog Inc. (DDOG $131.08)
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Vertiv Holdings LLC Class A (VRT $261.50)
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Snowflake Inc. (SNOW $173.58)
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JFrog Ltd. (FROG $44.23)
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Roblox Corporation Class A (RBLX $58.63)
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Applovin Corporation (APP $420.36)
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Constellation Energy Corporation (CEG $313.06)
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Talen Energy Corporation (TLN $333.63)
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?