Micron is mentioned as a short-term beneficiary of capital expenditure for data centers.
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I'm Selling VOO | The Best ETFs To Buy Instead
Jun 17, 2026
The creator argues against the narrative of avoiding the S&P 500 in favor of global ETFs like XQT, citing recency bias and the concentration of global markets in a few US tech giants. They believe international markets have had their growth phase driven by banks and commodities, which is now ending, and that the S&P 500, despite its concentration, offers better growth potential for younger investors seeking capital appreciation.
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Broadcom is mentioned as a short-term beneficiary of capital expenditure for data centers.
Nvidia is mentioned as a short-term beneficiary of capital expenditure for data centers.
Meta is identified as a leading US hyperscaler whose capital expenditures are a significant driver of global markets and international ETFs.
Amazon is named as one of the top US hyperscalers whose capital expenditures are crucial for the performance of global markets and international ETFs.
Google is cited as a major US hyperscaler whose capital expenditures significantly impact global markets and international ETFs.
Microsoft is identified as one of the top US hyperscalers whose capital expenditures drive global markets and international ETFs.
Alibaba is mentioned as one of the Chinese stocks included in the XEC emerging markets ETF.
Taiwan Semiconductors is highlighted as a major holding in the XEC emerging markets ETF, contributing significantly to its year-to-date gains.
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