Forget Buying Nvidia. This Overlooked ETF Beat the Nasdaq by Owning the AI Stocks You Can't - 24/7 Wall St.

While NVIDIA has long been seen as the sole gateway to artificial intelligence (AI) investment, recent data reveals that the Global X Artificial Intelligence & Technology ETF (AIQ) outperformed the Na... Read original →

AIQ’s outperformance exposes a critical blind spot: the AI race has shifted from chip design to control over global manufacturing infrastructure. Technically, 3nm and EUV adoption has made Taiwan, China (TSMC) and Korean memory leaders irreplaceable nodes—constraining U.S. firms like NVIDIA and AMD. Geopolitically, the U.S.-Korea-Taiwan supply triangle faces rising export controls and localization mandates, inflating compliance costs and spurring redundant regional capacity. In response, giants like BlackRock may be forced to rebalance ETFs toward non-U.S. semiconductor exposure. Over the next 18 months, as HBM4 and CoWoS packaging scale, firms controlling upstream manufacturing and materials will command pricing power—shifting AI investment from 'buying applications' to 'securing capacity.'