$AMAT Applied Materials: +278% — More advanced chips and memory require increasingly sophisticated semiconductor manufacturing equipment. $ONTO Onto Innovation: +254% — Advanced packaging and increasingly complex chips require more inspection and process-control technology. $LRCX Lam Research: +215% — AI-driven memory and logic expansion requires more wafer-fabrication equipment. $KLAC KLA: +153% — Smaller and more complex chips require increasingly precise inspection and process control. $ASML ASML: +138% — Leading-edge AI chips depend on advanced lithography, keeping EUV at the center of semiconductor scaling. ⚡ AI POWER & DATA-CENTER BUILDOUT $VST Vistra: +349% — AI data centers are creating enormous new electricity demand, increasing the value of reliable generation capacity. $STRL Sterling Infrastructure: +319% — The data-center boom requires physical construction, site development and infrastructure before the GPUs can even turn on. $GEV GE Vernova: +251% — AI data centers need new generation, turbines, grid equipment and electrification infrastructure. $PWR Quanta Services: +180% — Rising electricity demand requires massive investment in transmission, substations and grid infrastructure. ☁️ AI SOFTWARE & HYPERSCALERS $AMZN Amazon: +1,817% — AWS and AI infrastructure investment could translate today's enormous capex cycle into much larger future cash generation. $PLTR Palantir: +933% — Rapid adoption of AI software combined with a scalable software model can convert revenue growth into expanding cash flow. $MSFT Microsoft: +191% — Azure, Copilot and enterprise AI provide multiple ways to monetize Microsoft's huge AI infrastructure investment. $META Meta: +55% — AI is improving advertising while Meta invests heavily in the infrastructure supporting its next generat