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NVIDIA Corporation (NVDA $179.59)
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Emerson Electric Company (EMR $134.89)
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5N Plus Inc. (VNP $19.31)
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Monolithic Power Systems Inc. (MPWR $958.02)
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Arista Networks Inc. (ANET $127.80)
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Vertiv Holdings LLC Class A (VRT $178.88)
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Palantir Technologies Inc. (PLTR $176.08)
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Applovin Corporation (APP $662.21)
Q: Thank you for the excellent market update comparing the AI boom to history. What are the top 'capex-light' companies that you feel may participate in the AI boom?