I think it is safe to conclude that the AI boom is alive and well. Barron’s has an article entitled “The Chip Rally Has Gone Parabolic. It Is Time to Separate the Pillars From the Pretenders.” I appreciate the fact that this article highlighted ‘The Fab Five’ as Micron Technology (MU), Nvidia (NVDA), Broadcom (AVGO), Advanced Micro Devices (AMD) and Taiwan Semiconductor Manufacturing (TSM).Micron will be the grand finale of this earnings season. Their sales are supposed to be up over 256%, and their earnings are supposed to be up over 900%. Everybody is looking for the next AI play, and Micron Technology, now worth more than a trillion dollars, is emerging as a leader together with Nvidia.One surprising AI-related play is Ford (F). Specifically, Ford announced a new energy storage subsidiary, namely Ford Energy, which is using batteries for energy storage systems for AI data centers, utilities and large industrial customers. Ford has an alliance with China’s CATL, so it is using iron phosphate (LFP) batteries for energy storage. Essentially, Ford Energy is now competing with Tesla for LFP battery storage.Meanwhile, the best way to describe Ferrari’s new EV, Luce, is that it is “polarizing.” With a price tag of $650,000, the Luce is expected to be a failure, since that is a lot of money for an EV. Despite utilizing a famous Apple designer for the interior, the Luce is not inspiring or aspirational. Frankly, I am worried about Ferrari, since their recent models, like the 849, have poor styling. The Luce styling is also problematic.