Software companies are in the best position to benefit from AI expansion, says Ryan Kelly. He lists Microsoft (MSFT) and Salesforce (CRM) as two companies to add some of that AI muscle. In the hardware space, he considers TSMC (TSM) an "absolute essential" part of the supply chain and sees Micron (MU) having much more room to run after a 1,000% year-over-year rally. Ryan believes Nucor (NUE) will benefit inside and outside of the AI trade and Rolls-Royce (RYCEY) as a strong international company.