L.Lim
05-29 11:50
I would go for memory (dram) and space (nasa).
Memory is a safe bet to avoid any mess, space will get a boost from spacex IPO.

I don't trust energy and broad AI/ AI adjacent stuff to play the game by the rules.

5 New ETFs Explode! Which One Has Alpha Right Now?
The AI industry chain is now clear: money is flowing from computing power into storage, optical communications, data centers, power, and space. The question is — do you pick stocks one by one, or just buy a thematic ETF? Between 2025–2026, 5 new ETFs targeting AI sub-sector themes have just listed, covering different stages of the industry chain from memory to space. Which direction are you bullish on?
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