Companies covered: NVIDIA Corporation (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), ASML Holding N.V. (NASDAQ:ASML), Broadcom Ltd (NASDAQ:AVGO), Advanced Micro Devices, Inc. (NASDAQ:AMD), Micron Technology, Inc. (NASDAQ:MU), SanDisk Corporation (NASDAQ:SNDK), Western Digital Corporation (NASDAQ:WDC), Seagate Technology. (NASDAQ:STX), Infineon Technologies AG (OTCMKTS:IFNNY), ON Semiconductor Corp. (NASDAQ:ON), Texas Instruments Incorporated (NASDAQ:TXN), Analog Devices, Inc. (NASDAQ:ADI), GE Vernova Inc. (NYSE:GEV), Alphabet Inc (NASDAQ:GOOG), Amazon.com, Inc. (NASDAQ:AMZN), Microsoft Corporation (NASDAQ:MSFT), Meta Platforms Inc. (NASDAQ:META), Cerebras Systems, Inc. (NASDAQ:CBRS), Intel Corporation (NASDAQ:INTC), Lam Research Corporation (NASDAQ:LRCX), Applied Materials, Inc. (NASDAQ:AMAT), QUALCOMM Incorporated (NASDAQ:QCOM), CoreWeave, Inc. (NASDAQ:CRWV), NETGEAR, Inc. (NASDAQ:NTGR), Apple Inc. (NASDAQ:AAPL), Braze Inc. (NASDAQ:BRZE), Bill.com Holdings (NYSE:BILL), Amplitude Inc. (NASDAQ:AMPL), Workday, Inc. (NYSE:WDAY), Salesforce.com Inc (NYSE:CRM), DocuSign (NASDAQ:DOCU), Adobe Systems Incorporated (NASDAQ:ADBE), Oracle Corporation (NYSE:ORCL), UiPath Inc. (NYSE:PATH), SPS Commerce, Inc. (NASDAQ:SPSC), Paylocity Holding Corporation (NASDAQ:PCTY), Klaviyo, Inc. (NYSE:KVYO), Zeta Global Holdings Corp. (NYSE:ZETA), Cadence Design Systems, Inc. (NASDAQ:CDNS), PTC Inc. (NASDAQ:PTC), Autodesk, Inc. (NASDAQ:ADSK), Bentley Systems Inc. (NASDAQ:BSY), ANSYS, Inc. (NASDAQ:ANSS), Synopsys, Inc. (NASDAQ:SNPS), Arbe Robotics Ltd. (NASDAQ:ARBE), DHI Group Inc. (NYSE:DHX), Foresight Autonomous Holdings Ltd. (NASDAQ:FRSX), ReposiTrak Inc. (NYSE:TRAK), SS Innovations International, Inc. (NASDAQ:SSII), Wetour Robotics Ltd. (NASDAQ:WETO)
