Source Post

Get these ETFs if you want exposure to memory, semi conductors, and ai software! Comment “invest” if you wa...

JohnnyliMay 21, 2026

The creator advises against investing in semiconductor and memory companies like Micron, Samsung, SK Hynix, Nvidia, AMD, Broadcom, Microsoft, and Salesforce. Instead, they recommend buying into AI software companies and specific ETFs such as Roundhill Memory ETF (MEM) and iShares Expanded Tech Sector ETF (IGV), citing that semiconductor and memory stocks are overvalued and a rotation into AI software is expected.

Linked Mentions

Tickers discussed in this post

PLTRBullishMedium ConvictionSignal-backedSecondary

The creator suggests buying Palantir as part of a rotation into AI software companies.

WDAYBullishMedium ConvictionSignal-backedSecondary

The creator suggests buying Workday as part of a rotation into AI software companies.

NOWBullishHigh ConvictionSignal-backedPrimary

The creator recommends buying ServiceNow, citing a news article about its stock rising and being undervalued, with potential for a rebound.

CRMBearishHigh ConvictionSignal-backedSecondary

The creator advises against buying Salesforce, stating that semiconductor and memory companies are overvalued and a rotation into AI software is expected.

MSFTBearishHigh ConvictionSignal-backedSecondary

The creator advises against buying Microsoft, stating that semiconductor and memory companies are overvalued and a rotation into AI software is expected.

XPBullishHigh ConvictionSignal-backedPrimary

The creator recommends buying the iShares Expanded Tech Sector ETF (IGV) as a way to invest in AI software companies.

AVGOBearishHigh ConvictionSignal-backedSecondary

The creator advises against buying Broadcom, stating that semiconductor and memory companies are overvalued.

AMDBearishHigh ConvictionSignal-backedSecondary

The creator advises against buying AMD, stating that semiconductor and memory companies are overvalued.

NVDABearishHigh ConvictionSignal-backedSecondary

The creator advises against buying Nvidia, stating that semiconductor and memory companies are overvalued.

DHXBullishHigh ConvictionSignal-backedPrimary

The creator recommends buying the Roundhill Memory ETF as an alternative to individual semiconductor stocks.

NODKBearishHigh ConvictionSignal-backedSecondary

The creator advises against buying SK Hynix, stating that semiconductor and memory companies are overvalued.

MUBearishHigh ConvictionSignal-backedSecondary

The creator advises against buying Micron, stating that semiconductor and memory companies are overvalued.

Linked Signals

Tracked calls opened from this post

XP
buy opened May 21, 2026
-9.60%
NVDA
sell opened May 21, 2026
-1.51%
NOW
buy opened May 21, 2026
+28.05%
NODK
sell opened May 21, 2026
-3.54%
MU
sell opened May 21, 2026
-39.63%
MSFT
sell opened May 21, 2026
-7.43%
DHX
buy opened May 21, 2026
+8.00%
CRM
sell opened May 21, 2026
-13.91%
AVGO
sell opened May 21, 2026
-16.16%
AMD
sell opened May 21, 2026
-16.00%