Capital is clearly rotating into AI infrastructure, energy, and next-gen tech stacks. That's where the macro liquidity is heading—follow the ETF flows, not the short-term noise.
The core thematic exposures I'm watching:
$Roundhill Memory ETF(DRAM)$ - memory cycle plus AI data bottleneck
$VanEck Uranium and Nuclear ETF(NLR)$ - nuclear energy for AI's electricity demand
$Tema Space Innovators ETF(NASA)$ - space economy expansion via satellites and launch systems
$Roundhill Humanoid Robotics ETF(HUMN)$ - robotics and labor automation wave
$Corgi Lithography & Semiconductor Photonics ETF(EUV)$ - semiconductor equipment dominance layer
GRID - power grid modernization and energy demand surge
This feels like the real "picks and shovels" phase of the AI cycle. I'm more focused on aligning with the flow than the headlines.
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