Google (GOOG) for its economic moat. Google Search, YouTube and its advertising ecosystem are incredibly difficult to replace. Even with AI competition growing, its massive user base, data and distribution give it a strong advantage. Google new AI chip and new electricity generation are also an breakthrough
Energy sector will benefit, with all the technology needs the demand for energy is never declining, whereas there is a shortage of energy sources so it is the perfect storm. looking at BE, AEP