Futurum's Shay Boloor says the first wave of A.I. in chips and other hardware has been priced in. He says investors need to look at what's ahead and turn to rising A.I. names he sees leading innovation ahead. Shay considers Broadcom (AVGO) "the most hidden $2 trillion company," considering its market share one that can compete with Nvidia (NVDA). He labels ASML Holding (ASML) a "monopoly" in part of the chipmaking process. He later highlights the "OpenAI moment" and his expectations for software spending trends.

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