Jun. 27 at 8:21 PM
10 ETFs to Take Advantage of the AI BOOM...
1)
$DRAM
2)
$SMH
3)
$FOTO
4)
$AIPO
5)
$AIS
While semiconductor anchor SMH offers absolute liquid defense, memory pure-play DRAM captures heavy cyclical margin tailwinds. Concurrently, new thematic player FOTO (Tuttle Pure Play Photonics) targets the vital silicon-photonics and laser bottleneck necessary to break interconnect choke points in hyperscale computing clusters.
Power-grid and data center infrastructure juggernaut AIPO (Defiance AI & Power) controls the ultimate constraint of the boom—energy. Flanked by AIS (VistaShares AI Supercycle), an actively managed vehicle heavily weighted in structural HBM memory leaders, this cohort locks down immense right-side PEG expansion.
Are you building left-side limit positions in infrastructure utilities like AIPO and FOTO on these pullbacks, or riding the beta of SMH? Drop your execution playbook below!
