Personally, I’m still most bullish on AI storage and infrastructure. The bottlenecks are shifting from GPUs toward HBM memory, data centers, optical connectivity, and power. That’s why
$Roundhill Memory ETF(DRAM)$ and
$Tortoise AI Infrastructure ETF(TCAI)$ stand out most to me, as both benefit directly from long-term AI infrastructure demand.
NASA is also very interesting because the $SpaceX(SPCX)$ IPO could become a major catalyst for the space economy. I opened a position in $Destiny Tech100 Inc(DXYZ)$ during the pullback mainly for indirect SpaceX exposure before IPO momentum fully accelerates. I think the next phase of the AI bull market could expand beyond semiconductors into space and energy infrastructure.
For me, ETFs are better for capturing the long-term trend with lower risk, while single stocks offer bigger upside if you pick the right leaders early. I prefer combining both approaches.
@Tiger_comments @TigerStars @TigerClub
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