AI Picks and Shovels

Absolutely, Doc! I can give you a breakdown of how you might structure it. I’d look at allocating a solid portion to AI chip makers—like NVIDIA, AMD, and Broadcom—since they’re the big drivers of compute power. Then I’d add a slice of Vertiv and Eaton for power and cooling infrastructure. After that, a portion in Equinix and Digital Realty to capture the data center real estate boom. And finally, a smaller but meaningful chunk for Navitas (and maybe Qorvo) for that GaN upside. Once you’ve got that mix, you can adjust based on your risk tolerance or any sector trends. Does that sound like a solid plan?