Quick Read – AIQ beat QQQ by 17 points last year, driven by SK Hynix’s 211% return and Samsung, both of which are names no US index fund can access. – QQQ bets 10% on NVDA and 52% on just 10 stocks; when NVDA fell 9% in one month, AIQ’s TSM holding rose 6%. – NVIDIA’s 85%…
venue growth is already priced into a $5 trillion market cap, making the broader AI supply chain the cleaner entry point. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Global X Funds Global X Artificial Intelligence & Technology didn’t make the cut. Grab the names FREE today
Here is a fact that will annoy anyone who has been told NVIDIA is the only way to play artificial intelligence. Over the past year, the Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) returned 52%, while the Invesco QQQ Trust (NASDAQ:QQQ) returned 35%. NVIDIA (NASDAQ:NVDA) itself, the supposed only AI trade worth making, returned 42% over the same stretch.
The basket beat the chip. And it did so because it owns AI stocks most US investors cannot easily buy on their own. I have been studying AI ETFs for the better part of two years now, and AIQ is the one I keep coming back to when someone asks how to own the AI build-out without betting the farm on a single ticker like NVDA, Taiwan Semiconductor (NYSE:TSM), or Broadcom (NASDAQ:AVGO).