Futurum's Shay Boloor believes Anthropic relieved some heartburn in the stock market and remains bullish on the AI trade. As for his Big 3, he labels Vertiv (VRT) as "the best way to play the AI power theme," lists Nebius (NBIS) as "absolutely one of the winners" in the neocloud space and believes Rocket Lab (RKLB) has lots of room to rally despite its Neutron launch delay. Kevin Green offers his technical analysis in the stock charts to add more perspective behind Shay's picks.