Key insights
- The post discusses diversifying an existing portfolio of AI-related stocks (NVIDIA, IONQ, NBIS) into AI-focused ETFs. The author is considering ETFs like DRAM, SMH, SOXX, WCLD, ROBO, BOTZ, and SRVR. A key concern is whether to wait for a pullback in AI equities due to potential profit-taking, or to invest now. This reflects a cautious sentiment towards the near-term performance of AI
I currently hold NVIDA, IONQ, and NBIS as individual AI positions. I want to add ETFs alongside them.
Here's what Im trying to figure out:
- Which AI growth ETFs to invest in? I'm thinking DRAM, SMH, SOXX, WCLD, ROBO, BOTZ, SRVR. This list gives me broader coverage across AI stack.
- AI equities have had a strong run especially in the past few months. Is it good to wait for a pull back as people might be selling to take profits, or is that just bad market timing logic?
- Also open to knowing good ETFs in other growth areas like space etc.,