The Roundhill Memory ETF (DRAM) is suggested for exposure to the memory layer, particularly for those interested in DRAM technology.
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5 ETFs you should know about at each layer of this massive AI/semiconductor build out Comment STOCK to see...
Matt Tran | Personal Finance & InvestingJun 1, 2026
This reel breaks down the AI build-out into five layers: semiconductors/GPUs, networking, power/cooling/energy, memory, and minerals/rare earth. It highlights key companies and ETFs within each layer, suggesting investment opportunities for those looking to gain exposure to the AI infrastructure boom.
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SanDisk is noted for its exceptional past returns, up over 3300% over the past year, and is mentioned as a top-performing stock in Q1.
Micron Technology is highlighted for its strong performance and sold-out high-bandwidth memory (HBM) allocation for 2026, indicating high demand and pricing power.
NextEra Energy is mentioned in the context of partnering with Google to reactivate a nuclear power plant to power AI, highlighting its role in providing energy for AI.
The XLU ETF is recommended for exposure to the power, cooling, and energy layer, as data centers are projected to significantly increase electricity consumption.
FDCF is suggested for investors seeking exposure to networking and communication companies, particularly those involved in the AI infrastructure.
Arista Networks is highlighted for its significant role in AI backend networking, running 65% of new AI backend switch deployments.
The VanEck Semiconductor ETF (SMH) is presented as an option to diversify exposure to the semiconductor layer, holding Nvidia, TSMC, and ASML.
Nvidia is highlighted as the leading company in semiconductors and GPUs, crucial for AI training, and is recommended for investment.
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