Here’s the evolving list of the non-Mag 7 companies we at
It see as building critical leverage across the AI stack -- with the top 3 AIRometer scores dropping later today:
Control layer: $Advanced Micro Devices(AMD)$ , $ARM Holdings(ARM)$ , $Taiwan Semiconductor Manufacturing(TSM)$ , $Broadcom(AVGO)$ , $ASML Holding NV(ASML)$ , $Qualcomm(QCOM)$ , $Micron Technology(MU)$ , $Cisco(CSCO)$
Operating layer: $Palantir Technologies Inc.(PLTR)$ , $ServiceNow(NOW)$ , $Oracle(ORCL)$ , $Snowflake(SNOW)$ , $IBM(IBM)$ , $CrowdStrike Holdings, Inc.(CRWD)$ , $Palo Alto Networks(PANW)$ , $Cloudflare, Inc.(NET)$ , $Salesforce.com(CRM)$
Expansion layer: $Oklo Inc.(OKLO)$ , $MongoDB Inc.(MDB)$ , $Astera Labs, Inc.(ALAB)$ , $Adobe(ADBE)$
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