- Super Micro Computer Inc. (SMCI)
- Innodata Inc. (INOD)
- Vertiv Holdings LLC Class A (VRT)
- Palantir Technologies Inc. Class A (PLTR)
- C3.ai Inc. Class A (AI)
Q: I am trying to purchase 5 american companies to hold in an AI-focussed portfolio, probably for 5 years or so through this next bull market. I already own the megacaps and so I am specifying less than $200 billion market cap for each of these. Can you give me your top AI-related plays with these criteria? Thanks.