-
Broadcom Inc. (AVGO $405.45)
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KLA Corporation (KLAC $1,816.21)
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Lam Research Corporation (LRCX $248.75)
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Micron Technology Inc. (MU $518.46)
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NVIDIA Corporation (NVDA $209.25)
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Emerson Electric Company (EMR $136.56)
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Eaton Corporation PLC (ETN $410.77)
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NRG Energy Inc. (NRG $149.01)
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Rockwell Automation Inc. (ROK $400.20)
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Advanced Micro Devices Inc. (AMD $337.11)
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Take-Two Interactive Software Inc. (TTWO $215.34)
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MasTec Inc. (MTZ $370.55)
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Elastic N.V. (ESTC $47.40)
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Clear Channel Outdoor Holdings Inc. (CCO $2.40)
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EMCOR Group Inc. (EME $833.37)
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Comfort Systems USA Inc. (FIX $1,724.14)
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SPX Technologies Inc. (SPXC $211.36)
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Pegasystems Inc. (PEGA $35.67)
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Primoris Services Corporation (PRIM $166.07)
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Vistra Corp. (VST $153.79)
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BWX Technologies Inc. (BWXT $208.08)
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Zoomd Technologies Ltd. (ZOMD $0.54)
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Datadog Inc. (DDOG $133.98)
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Vertiv Holdings LLC Class A (VRT $306.18)
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Snowflake Inc. (SNOW $141.22)
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JFrog Ltd. (FROG $46.27)
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Roblox Corporation Class A (RBLX $56.28)
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Applovin Corporation (APP $443.43)
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Constellation Energy Corporation (CEG $297.00)
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Talen Energy Corporation (TLN $351.91)
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?