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00:00 - Intro
01:02 - Quanta Services (PWR)
02:54 - Axon (AXON)
04:02 - Super Micro Computer (SMCI)
05:32 - Comfort Systems USA Inc (FIX)
07:00 - Fair Isaac Corp (FICO)
08:13 - NexGen Energy (NXE)
09:53 - Builders FirstSource (BLDR)
10:58 - Broadcom (AVGO)
11:56 - Arista Networks (ANET)
13:15 - Tesla (TSLA)
14:50 - Quantum Computing (QUBT)
16:16 - Advanced Micro Devices (AMD)
17:14 - Celsius Holdings (CELH)
18:06 - Applied Digital (APLD)
19:13 - NVIDIA (NVDA)
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