The SMH semiconductor ETF is a strong investment, holding key companies like AMD, Nvidia, TSMC, and ASML, making it a safe bet in the sector.
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The creator highlights five thematic ETFs for investors aiming to reach $100k, including DRAM (memory chips...
BdinvestinggMay 26, 2026
The creator highlights five thematic ETFs for investors aiming to reach $100k, including DRAM (memory chips), NASA (space innovation), EUV (optics, lithography, photonics), HUMN (robotics), and SMH (semiconductors). The reel discusses the holdings and investment theses for each ETF, emphasizing growth potential in their respective sectors.
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The NASA ETF invests in space stocks, including a 10% stake in SpaceX, and is seen as a play on the growing money flow into the space sector.
DRAM ETF is a favored investment for its 70% concentration in major memory companies like Micron, SK Hynix, and Samsung, positioned to benefit from a current memory shortage.