Amentum Holdings, Inc.

I think you want to think a little bit more broadly into companies that are more in automation, whether it's a company like ESAP, which is sold off hard, small cap name that does a lot of welding automation and technology around production and enhancing things like that.

I think you want to look at names like Amentum and government contracting, which has all sorts of things that AI can benefit what they're doing.

And I think you also think about large cap names like John Deere, which uses AI to assist farmers and farming technology.

And that stock's been on a tear.