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?
1. $Roundhill Memory ETF(DRAM)$
Listed: 2026.4.2 | Today: $60.73 (+0.36%) | Since listing: +119%
Theme: AI Memory / HBM / Storage Chips
Buying the "current highest-alpha node" of the AI industry chain. Core logic: compute demand from companies like Anthropic is growing 5x faster than storage, making storage the most certain bottleneck right now. Premium HBM capacity is monopolized by three companies — China cannot replicate this.
Note: Listed 2026.4.2, YTD calculated from listing date (~2 months, +119%)
2. $Defiance AI and Power Infrastructure ETF(AIPO)$
AIPO — Defiance AI & Power Infrastructure ETF
Listed: 2025.7 | Today: $33.03 (-0.36%) | YTD: +42.7%
Theme: AI Power / Data Centers / Energy Infrastructure
Corresponds to the fifth stop of the industry chain: at the end of AI is power. Data center electricity consumption is exploding, traditional grids can't keep up, and nuclear and natural gas power generators have become scarce assets.
3. $DAN IVES WEDBUSH AI REVOLUTION ETF(IVES)$
IVES — Dan Ives Wedbush AI Revolution ETF
Listed: 2025.6 | Today: $37.84 (-0.53%) | YTD: +18.3%
Theme: AI Revolution / Tech Giants / Full Industry Chain
An actively managed ETF with stocks personally selected by Wedbush star analyst Dan Ives. Not betting on a single segment — betting on the main-line tech portfolio of the entire AI narrative. The most "defensive" of the five, and also the one with the smallest gain.
4. $Tortoise AI Infrastructure ETF(TCAI)$
TCAI — Tortoise AI Infrastructure ETF
Listed: 2025.8.4 | Today: $52.89 (+1.03%) | YTD: +70.3%
Theme: AI Infrastructure / Data Centers / Industrial Chain
Corresponds to the third and fourth stops of the industry chain: optical communications + data centers. Buying the physical infrastructure layer as AI moves from narrative to reality. The strongest YTD performer among the non-space ETFs.
5. $Tema Space Innovators ETF(NASA)$
Listed: 2026.3 | Today: $41.89 (+0.67%) | Since listing: +66.4%
Theme: Space Economy / Launch Services / Satellite Communications / Space Infrastructure
The most direct beneficiary among the five ETFs from the SpaceX IPO
SPCX lists, the NASA ETF is expected to add it as a component, making it the simplest tool for retail investors to participate in the space economy. Today's component stocks surged collectively — a direct reflection of the SpaceX roadshow hype effect.
Five ETFs Quick Comparison
Which direction are you bullish on?
Five ETFs, five different nodes — which window is more worth investing in? Or go all in? NASA surged collectively on SpaceX roadshow news — how much longer can the space ETF run?
ETF vs. single stock: single stocks have higher upside ceiling?
While ETFs spread risk,which approach do you prefer for positioning in AI/space infrastructure?
Leave your comments to win tiger coins~
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Single Stock: High risk, High reward. If you pick an individual winner early in its lifecycle like buying $Alphabet(GOOG)$ at its IPO and hold it till now, your personal wealth can completely outpace the broad market benchmark.
However the single stock route leaves you completely exposed to a single point failure like an unexpected earnings miss, can cause the stock to lose double digit value in a single session.
ETF: When you buy a thematic ETF like $Roundhill Memory ETF(DRAM)$ , you bypass individual company failures. DRAM packs its weight into memory titans, allowing you to profit from a global chip shortage without the worry if one company hits a snag.
Ultimately it is up to an individual's risk appetite. There is no right or wrong in investing.
@Tiger_comments @TigerStars @Tiger_SG
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
Listed: 2026.4.2 | Today: $60.73 (+0.36%) | Since listing: +119%
Theme: AI Memory / HBM / Storage Chips
Buying the "current highest-alpha node" of the AI industry chain. Core logic: compute demand from companies like Anthropic is growing 5x faster than storage, making storage the most certain bottleneck right now. Premium HBM capacity is monopolized by three companies — China cannot replicate this.
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.
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
2. The window most worth investing in is ai infrastructure.
3. $Space Exploration Technologies Corp(SPCX)$ is a research and development company rather than a for profit venture .
4. ETFs vs single stocks are both great investments depending on the underlying companies of each
5. For the space sector $Space Exploration Technologies Corp(SPCX)$ is the most prospective investment