Jun. 30 at 10:14 PM
Best ETFs for:
A structured breakdown of exchange-traded funds designed to provide diversified exposure across sectors, themes, or factor strategies depending on market conditions and risk tolerance.
$DRAM -Memory
$EUV -Photonics / EUV / optical infrastructure
$SMH -Semiconductors (core exposure to AI compute cycle)
$SPMO -Momentum factor (trend-following exposure)
$AOTG -Growth basket
In this regime, factor ETFs matter just as much as individual names-because rotation is happening across themes, not just tickers.