In this AI-driven technological revolution, the following companies are considered to have the most advantageous positioning across the entire AI stack:

1 | Power:
$GE Vernova(GEV.US) , $Bloom Energy(BE.US) , $EOS Energy Enterprises(EOSE.US) , $Constellation Energy(CEG.US) , $Nextpower(NXT.US) 
2 | Chips:
$NVIDIA(NVDA.US) , $AMD(AMD.US) , $Taiwan Semiconductor(TSM.US) , $ASML(ASML.US) , $Broadcom(AVGO.US) 
3 | Data centers:
$Nebius(NBIS.US) , $IREN(IREN.US) , $Coreweave(CRWV.US) , $Oracle(ORCL.US) , $Astera Labs(ALAB.US) 
4 | AI models:
$Alphabet(GOOGL.US) , $Microsoft(MSFT.US) , $Meta Platforms(META.US) , OpenAI, xAI
5 | Software platforms:
$Palantir Tech(PLTR.US) , $ServiceNow(NOW.US) , $Rubrik(RBRK.US) , $CrowdStrike(CRWD.US) , $Tempus AI(TEM.US) 
6 | AI apps and agents:
$Tesla(TSLA.US) , $Duolingo(DUOL.US) , $Axon Enterprise(AXON.US) , $GitLab(GTLB.US) , $UiPath(PATH.US) 

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Investing from Scratch (Andy)
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