-
Broadcom Inc. (AVGO $316.88)
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KLA Corporation (KLAC $1,462.26)
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Lam Research Corporation (LRCX $225.21)
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Micron Technology Inc. (MU $439.06)
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NVIDIA Corporation (NVDA $177.89)
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Emerson Electric Company (EMR $128.82)
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Eaton Corporation PLC (ETN $354.68)
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NRG Energy Inc. (NRG $158.00)
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Rockwell Automation Inc. (ROK $356.54)
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Advanced Micro Devices Inc. (AMD $198.43)
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Take-Two Interactive Software Inc. (TTWO $202.63)
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MasTec Inc. (MTZ $301.97)
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Elastic N.V. (ESTC $54.82)
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Clear Channel Outdoor Holdings Inc. (CCO $2.39)
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EMCOR Group Inc. (EME $736.95)
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Comfort Systems USA Inc. (FIX $1,420.02)
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SPX Technologies Inc. (SPXC $200.31)
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Pegasystems Inc. (PEGA $43.01)
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Primoris Services Corporation (PRIM $137.85)
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Vistra Corp. (VST $166.34)
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BWX Technologies Inc. (BWXT $202.43)
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Zoomd Technologies Ltd. (ZOMD $0.89)
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Datadog Inc. (DDOG $127.81)
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Vertiv Holdings LLC Class A (VRT $263.62)
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Snowflake Inc. (SNOW $172.00)
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JFrog Ltd. (FROG $43.74)
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Roblox Corporation Class A (RBLX $57.84)
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Applovin Corporation (APP $433.48)
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Constellation Energy Corporation (CEG $308.17)
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Talen Energy Corporation (TLN $332.94)
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?