I think if you do not like $NVDA, $AMD, $ASML or $INTC, and still want some exposure to this sector still then $ORCL could be suited for you.
They are also seen very favourably by Elon and the Trump admin.
A pull back to the 200 Day MA this week makes this very attractive too and I believe this is Wave 4, so once the 200 Day MA is held at $152 then I think that Wave 5 can come in next to the 2.618 Fib at $235.