Sanity check my AI infrastructure pie

Basically I'm trying to cover the components that are necessary for AI growth, ie. Semiconductors, coolant, lithography. This way I'm just betting that AI "wins" as a concept rather than backing a specific pony? That said, I am a die-hard Rolls and Kraken fan so I guess I'm backing those ponies. Rolls Royce Kraken Robotics KLA ASML NVIDIA Broadcom Vertiv Am I missing any big opportunities here that fit what I'm going for, or making any huge mistakes? Assuming people here have done levels of rese