This podcast episode analyzes the 2025 Consumer Electronics Show (CES) in Las Vegas, focusing on key themes and related stocks. The episode highlights major topics such as AI, robotics, and quantum computing, identifying prominent sponsoring companies and speakers. It then uses this information to suggest stocks potentially impacted by the event, emphasizing a selection process based on event themes, sponsorship, and presentations. The analysis includes both US and potentially related Taiwanese companies. Finally, the episode concludes by listing key companies and their stock symbols expected to be significantly affected by the event's outcomes.