MARKET UPDATE — AI REMAINS THE LEADERSHIP TRADE The market continues to reward companies with real AI exposure, but the next phase will be about execution. My f

MARKET UPDATE — AI REMAINS THE LEADERSHIP TRADE The market continues to reward companies with real AI exposure, but the next phase will be about execution. My focus remains on: $NVDA — AI Compute $MU — HBM & Memory $AVGO — AI Networking $ANET — Data Center Infrastructure $VRT — Power & Cooling Micro…