- Applied Materials Inc. (AMAT)
- Broadcom Inc. (AVGO)
- Micron Technology Inc. (MU)
- QUALCOMM Incorporated (QCOM)
- Atlassian Corporation (TEAM)
- ON Semiconductor Corporation (ON)
- Arista Networks Inc. (ANET)
- Marvell Technology Inc. (MRVL)
- Super Micro Computer Inc. (SMCI)
- Dell Technologies Inc. Class C (DELL)
- Vertiv Holdings LLC Class A (VRT)
- Infineon Technologies AG ADR (IFNNY)
Q: How would you rank the following Ai-related companies (best first) with an outlook of at least a year or two?
VRT, SMCI, DELL, ANET, MU, MRVL, AMAT, QCOM, AVGO, IFNNY, ON, TEAM
VRT, SMCI, DELL, ANET, MU, MRVL, AMAT, QCOM, AVGO, IFNNY, ON, TEAM