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      "text": "Source: J.P. Morgan Asset Management, Factset, company reports. Market caps as of 12/31/2025. The inclusion of the securities mentioned above is not to be interpreted as recommendations to buy or sell.",
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      "text": "Networking: Credo Technologies (CRDO) $26BN, Ciena (CIEN) $33B. Power: Vicor (VICR) $5B. Memory: Lam Research (LRCX) $215B, Micron Technology (MU) $321B. Custom Processors: Broadcom (AVGO) $1.6T",
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