MSFT, TSLA, PLTR, OpenAI, Meta, AAPL, [xx]
I dropped Nvda becasue infrastructure build up will slow down after 2025. "xx" above is a placeholder for a TBD company who will be one of the new leaders in AI applications and services.
Google could be a run-up but need to see them getting their act together. The way to do that is to fire Sundar Pitchai and find a visionary CEO, i will be all in Google if that happens