ππAI vs Space Infrastructure ETFs - DRAM vs NASA ETFs: Which is better? Both ETFs have blistering performance. DRAM is up 125% while NASA is up 66%.
I prefer DRAM as it captures an immediate high margin global hardware deficit rather than relying on speculative long horizon space infrastructure.
DRAM has captured a massive alpha, surging past USD 12.18 billion in AUM. It functions as a direct digital toll booth on the computing world, while space infrastructure remains a capital intensive frontier with long unproven monetisation runways.
However NASA has SpaceX, the most exciting IPO in history. With an expense ratio of 0.87% NASA acts as a highly unique bridge, holding private SpaceX shares securely through a specialised Special Vehicle (SPV) layout.
SpaceX is a cash flowing machine with Starlink which owns a dominant global satellite internet footprint.
I would choose both ETFs as they have lots of exponential growth ahead.
@Tiger_comments @TigerStars @Tiger_SG
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