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Celestica Inc. (CLS $455.59)
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Vertiv Holdings LLC Class A (VRT $172.72)
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IREN Limited (IREN $52.99)
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Nebius Group N.V. (NBIS $105.43)
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CoreWeave Inc. (CRWV $87.48)
Q: 5i, How do you see the next 6/12 months, do you see a slowdown for the US or Canadian marktes?, would you stay fully invested in AI companies? and Can you suggest AI enablers (picks and shovels). Please take as many credits as you see fit. Thank you!