Futurum's Shay Boloor believes A.I. is here to stay but it's passing the torch to a new group of upcoming winners. In his firm's "Futurum Fifteen," Shay lists companies like Palantir (PLTR), MongoDB (MDB) and Oracle (ORCL) among those winners. Shay also lists a company many people wouldn't expect: Axon Enterprises (AXON). He sees Tesla (TSLA) adding momentum through the company's A.I. projects, including its robotaxi. However, Shay believes all of this comes with the price of investors paying a premium as valuations swell.