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[Morning Watchlist]
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Dear Fellow Investor,
3 HOT AI ETFS TO BUY AND HOLD FOR 2026
The artificial intelligence boom isn’t slowing down—it’s
accelerating, broadening, and embedding itself deeper into the global
economy with every passing quarter. What many believed was a
short-lived hype cycle has instead revealed itself as a multi-decade
technological transformation, one that’s already reshaping
industries from healthcare and robotics to cloud computing and
finance. And if the latest projections are accurate, we’re still in
the very early innings.
The global AI market surpassed $230 BILLION IN 2024, a milestone that
confirms AI’s evolution from an emerging tech category to a
foundational layer of modern infrastructure. But more importantly,
analysts now see a clear runway to multi-trillion-dollar expansion.
Forecasts place AI’s total market value between $1.7 TRILLION AND
$3.5 TRILLION BY THE EARLY 2030S, with the most aggressive estimates
pushing toward $7 TRILLION BY 2035. That’s not a marginal growth
story—that’s the kind of secular megatrend investors dream of
catching early.
Corporate spending reinforces the same conclusion. Companies aren’t
just experimenting with AI—they’re betting billions on it. For the
largest tech giants, AI infrastructure has become a top strategic
priority, and the capital commitment is staggering.
*
GOOGLE raised its 2025 capex outlook to $91–$93 BILLION, much of
which is dedicated to advanced data centers and AI hardware.
*
MICROSOFT is boosting AI-related spending by 74% TO $34.9 BILLION,
signaling relentless momentum behind Azure and OpenAI-centered
initiatives.
*
META, determined to dominate the next phase of AI-driven social and
advertising platforms, nearly doubled its capex to $19.37 BILLION, way
above expectations.
*
AMAZON, fueled by AWS demand and accelerated AI integration, projects
a massive $125 BILLION in 2025 capex—with even more increases
planned for 2026.
Numbers like these don’t merely suggest long-term growth—they
indicate a structural shift. These companies are racing to capture
infrastructure dominance, model superiority, and ecosystem control.
And because their spending drives the entire AI supply chain—from
chips and semiconductors to cloud platforms and software—investors
at nearly every point in the value chain stand to benefit.
Analysts at UBS now project that global AI-related capex could hit
$571 BILLION IN 2026, before surging toward $3 TRILLION BY 2030. If
those numbers materialize, the rapid acceleration we’ve seen over
the past two years may look modest in comparison.
For investors, the opportunity is significant. There are, of course,
the major AI names everyone knows: NVIDIA, AMD, PALANTIR, MICRON,
BROADCOM, and TAIWAN SEMICONDUCTOR. These are high-quality holdings
with long-term potential. Owning them outright is a perfectly
reasonable strategy—many investors do.
But with a technological wave this broad, investors may want
diversified exposure. That’s where AI-focused exchange-traded funds
come in. These funds hold dozens of companies central to the AI
ecosystem, spreading risk while capturing growth across
semiconductors, cloud infrastructure, data analytics, software,
robotics, and next-generation automation.
Here are THREE OF THE TOP AI ETFS TO CONSIDER FOR 2026 AND BEYOND:
-------------------------
ETF: GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF (SYM: AIQ)
The GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF (SYM: AIQ)
remains one of the most comprehensive options for investors seeking
broad exposure to AI’s ongoing expansion. With an expense ratio of
0.68%, the fund targets companies positioned to benefit from AI
development, deployment, and utilization across major industries.
AIQ holds 86 COMPANIES, providing well-distributed exposure across
cloud providers, semiconductor leaders, enterprise software platforms,
and AI-driven consumer technologies. Among its top holdings are some
of the most important names in the AI stack, including PALANTIR,
ORACLE, BROADCOM, NETFLIX, NVIDIA, MICROSOFT, and META PLATFORMS.
One of the main advantages of AIQ is its balance between hardware and
software. Nvidia and Broadcom supply the chips and high-performance
computing infrastructure powering the global AI buildout. Microsoft
and Meta are at the forefront of AI model deployment and platform
integration. Meanwhile, companies like Oracle and Palantir are
enabling real-world enterprise adoption through data analytics and
automation solutions.
For investors wanting a high-quality, diversified basket that captures
both infrastructure and application-layer AI growth, AIQ is a standout
long-term holding.
-------------------------
_Weiss Ratings_
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-------------------------
ETF: GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF (SYM: BOTZ)
While AIQ covers AI more broadly, the GLOBAL X ROBOTICS & ARTIFICIAL
INTELLIGENCE ETF (SYM: BOTZ) focuses on one of the fastest-growing
segments of the AI industry: autonomous systems, robotics, and
automation.
Also carrying an expense ratio of 0.68%, BOTZ invests in companies
benefiting from the accelerating adoption of AI-powered
robotics—including manufacturing automation, industrial robotics,
healthcare robotics, autonomous navigation, and intelligent systems.
Some of its 49 HOLDINGS include NVIDIA, KEYENCE, DYNATRACE, SMC CORP.,
INTUITIVE SURGICAL, UPSTART HOLDINGS, and C3.AI. These companies sit
at the intersection of physical automation and digital
intelligence—an area where demand is rising rapidly.
Factories worldwide are rushing to automate as labor shortages
increase. Hospitals are integrating robotic systems for precision
surgeries. Logistics companies are leaning into autonomous warehouse
operations. Even retailers are deploying AI-driven robotics for
inventory management and customer service.
As more industries automate, BOTZ’s thematic focus may allow it to
outperform diversified AI funds during periods of strong robotics
demand. For long-term investors who believe automation will be one of
the defining economic trends of the next decade, BOTZ offers targeted
exposure to that very theme.
-------------------------
_TRADING TIPS_
7 HIGH YIELD DIVIDEND STOCKS TO BUY NOW 💰
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-------------------------
ETF: ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF (SYM: CHAT)
The ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF (SYM: CHAT) is the
world’s FIRST ETF FOCUSED EXCLUSIVELY ON GENERATIVE AI—the
technology behind large language models, advanced content generation,
and next-generation automation.
With an expense ratio of 0.75%, CHAT is slightly more expensive than
the Global X options, but it provides direct access to the companies
driving generative AI R&D and deployment. Some of its 38 HOLDINGS
include NVIDIA, ALPHABET, META PLATFORMS, MICROSOFT, ORACLE, PALANTIR
TECHNOLOGIES, and ALIBABA.
CHAT is especially interesting because generative AI is arguably the
fastest-growing segment of the entire AI industry. From productivity
tools and enterprise automation to entertainment, cybersecurity, and
coding assistants, generative AI is shaping both consumer-facing
applications and critical business infrastructure.
As corporate spending shifts increasingly toward model training,
inference workloads, and AI-optimized cloud platforms, the companies
within CHAT’s portfolio stand to gain the most direct benefit.
Investors who want concentrated exposure to the generative AI
revolution may find CHAT to be an ideal complement to broader AI ETFs.
-------------------------
_Crypto 101_
WHY THE CROWD IS DEAD WRONG ABOUT CRYPTO RIGHT NOW
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Market sentiment: Extreme fear
On-chain metrics: Bullish as hell
The disconnect is stunning.
While headlines scream doom and retail sells in panic, the actual DATA
shows strength:
Network growth ↑
Active addresses ↑
Transaction volume ↑
Developer activity ↑
But price? Down significantly!
This is what opportunity looks like when everyone's looking the wrong
direction.
I've found the crypto capitalizing on this exact moment. Fundamentals
improving while price collapses. Classic setup.
Track record: 8,600% (OCEAN), 3,500% (PRE), 1,743% (ALBT)... just to
name a few.
GET THE CONTRARIAN PLAY EVERYONE'S MISSING BY GOING HERE NOW (UP FOR A
LIMITED TIME).
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-------------------------
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