Xpeng is listed as a top holding in the HUMN ETF, which focuses on humanoid robotics.
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The creator discusses the three physical layers essential for AI: memory, power, and robots. They highlight...
StockswithpawanJun 13, 2026
The creator discusses the three physical layers essential for AI: memory, power, and robots. They highlight specific ETFs related to each layer, including DRAM for memory, GRID for power infrastructure, and HUMN for robotics, suggesting these areas are key to AI's future growth.
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Tesla is listed as a top holding in the HUMN ETF, which focuses on humanoid robotics.
Eton is mentioned as a company involved in power infrastructure, which is part of the GRID ETF's holdings.
Samsung is identified as a top holding within the DRAM ETF, which focuses on memory solutions for AI.
SK Hynix is listed as a top holding in the DRAM ETF, which focuses on memory solutions crucial for AI.
Micron is mentioned as a top holding within the DRAM ETF, which tracks memory solutions for AI.
The GRID ETF is presented as a key investment for the AI infrastructure boom, as it invests in companies providing power grid solutions, which are essential for AI data centers.
Nvidia is mentioned as a company everyone is buying for AI, but the creator implies there are other, potentially better, opportunities.
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