May. 22 at 9:23 PM
New positions added yesterday
Building exposure across the AI supply chain stack instead of chasing single names:
$DRAM — Memory ETF positioning for AI-driven storage cycle
$GRID — Power infrastructure ETF riding data center energy demand
$FPS — Data center manufacturing / industrial buildout exposure
$CLFD — Physical fiber + infrastructure layer of AI connectivity
Also added more
$CRDO on Wednesday — strengthening exposure to high-speed data movement layer in AI networks
This is a full-stack approach to AI: memory → power → compute → infrastructure.
Not chasing hype names — building positioned exposure where the bottlenecks actually are