Companies covered: NVIDIA Corporation (NASDAQ:NVDA), Synopsys, Inc. (NASDAQ:SNPS), Meta Platforms Inc. (NASDAQ:META), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Samsung Electronics Co Ltd (KRX:005930), Texas Instruments Incorporated (NASDAQ:TXN), Lam Research Corporation (NASDAQ:LRCX), Tesla Motors, Inc. (NASDAQ:TSLA), Advanced Micro Devices, Inc. (NASDAQ:AMD), Intel Corporation (NASDAQ:INTC), Super Micro Computer, Inc. (NASDAQ:SMCI), Apple Inc. (NASDAQ:AAPL), Microsoft Corporation (NASDAQ:MSFT), Celestica, Inc. (NYSE:CLS), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Vertiv Holdings Co. (NYSE:VRT), Samsara Inc. (NYSE:IOT), Infineon Technologies AG (OTCMKTS:IFNNY), Nintendo Co., Ltd (ADR) (OTCMKTS:NTDOY), Micron Technology, Inc. (NASDAQ:MU), ServiceNow, Inc. (NYSE:NOW), Salesforce.com Inc (NYSE:CRM), Amazon.com, Inc. (NASDAQ:AMZN), Alphabet Inc (NASDAQ:GOOG), International Business Machines Corporation (NYSE:IBM), Telefonaktiebolaget LM Ericsson (NASDAQ:ERIC), DexCom, Inc. (NASDAQ:DXCM), Klarna Inc. (NASDAQ:KLAR), Sweetgreen Inc. (NYSE:SG), Moderna (NASDAQ:MRNA), DraftKings Inc. (NASDAQ:DKNG), Eli Lilly and Company (NYSE:LLY), Broadcom Ltd (NASDAQ:AVGO), ASML Holding N.V. (NASDAQ:ASML), KLA-Tencor Corporation (NASDAQ:KLAC), Applied Materials, Inc. (NASDAQ:AMAT), Cadence Design Systems, Inc. (NASDAQ:CDNS), Workday, Inc. (NYSE:WDAY), Oracle Corporation (NYSE:ORCL), SAP SE (NYSE:SAP)
