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Amazon.com Inc. (AMZN $222.69)
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Broadcom Inc. (AVGO $310.51)
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Alphabet Inc. (GOOG $331.33)
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Microsoft Corporation (MSFT $393.67)
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NVIDIA Corporation (NVDA $171.88)
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Amphenol Corporation (APH $127.63)
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Rockwell Automation Inc. (ROK $406.70)
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Celestica Inc. (CLS $400.89)
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Advanced Micro Devices Inc. (AMD $192.50)
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Arista Networks Inc. (ANET $128.67)
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Comfort Systems USA Inc. (FIX $1,147.97)
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Fabrinet (FN $442.70)
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Vertiv Holdings LLC Class A (VRT $177.75)
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IREN Limited (IREN $39.79)
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Nebius Group N.V. (NBIS $73.87)
Q: Would you recommend taking a small position in AI at this point, and if so what would be your first choice in a stock and/or ETF?