$iShares Semiconductor ETF(SOXX)$ $Roundhill Memory ETF(DRAM)$ $Defiance AI and Power Infrastructure ETF(AIPO)$ I've been using Claude Code pretty much all day for professional work, and my subscription jumped from $20/month to $200/month in just two months. Honestly, it's easily worth it — saves a ton of time and makes me sharper than I'd be on my own. I don't even feel like a programmer anymore. More like I'm managing a genius employee who works almost for free. So yeah, infrastructure spending is going to keep going and keep growing. No doubt about it.
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