AIS
VistaShares Artificial Intelligence Supercycle ETF
Mentions (24Hr)
0.00% Today
Reddit Posts
Supposing AI goes up, is AIS ETF a safe choice?
Iran says Hormuz is closed. The US just reinstated the blockade. How is the market supposed to price this?
RDZN high breakout potential + strongly asymmetric setup
USS Michael Murphy (DDG-112) is seen sailing into the Persian Gulf. The ship showed up on AIS about 5 hours ago.
citrini’s huge balled analyst undercover trip through the strait
Trump’s Iran endgame is stalling as the Gulf keeps charging for risk
📌 $CETX — Short Squeeze Potential & Bullish Setup
Oil flotilla leaves Venezuela despite US blockade - how will this impact cost of goods in the short and long term?
CETX is looking to make a rebound, FACTS
$CETX 739k Float & pending aerospace and defense acquisition news
CETX - Cemtrex 739k Float & pending aerospace and defense acquisition news
$CETX 739k Float & pending aerospace and defense acquisition news
My top 4 finds with large asymmetric upside: AMPX, MDAI, ACON, RDZN
SIDU SIDUS SPACE ELEVATES DATA FUSION CAPABILITIES WITH AUTOMATIC IDENTIFICATION SYSTEM (AIS) COMMISSIONING
SIDU Sidus Space Elevates Data Fusion Capabilities with Automatic Identification System (AIS) Commissioning
Roadzen’s 🧩 DrivebuddyAI Awarded Patent for Real-Time Driver Drowsiness Detection — Crosses 1.8 Billion Kilometers of Real-World AI Driving Data
The 1st & only DD on RDZN [Roadzen ai]
Mentions
Help with tech., like a lot us I did really well with semi s and related infrastructure stocks this year. I took profits on AIS, MU, SMH, GLW, etc. I sold out completely from GEV and PSI. I’m still way up on these because I got in early enough. On Maxlinial, MXL , which i bought late, i am now red-underwater. I am struggling to understand which if any of these i should buy on this dip/correction? Or are people calling the trade done and getting out? What are people doing?
Hate this fucking market sometimes. I bought about 600k in CHAT and AIS literally yesterday lol Chillin cuz shares, but the timing is hilarious. Why we dumping again?
Sold off most of the AI stocks I purchased in Q2 at mostly break even, penultimate week in July, just before the recent dip. I’m still stuck with a big chunk of MRVL and AIS and hoping the market recovers in the near term so I can exit without any losses. With the Iran War, threat of continued inflation and a potential rate hike, I believe we will see a lot more downside before things turn around after the mid terms. So, my plan is to liquidate all recent stock purchases asap and hold cash to deploy. Of course I understand that this may not shake out as I think it will but it’s always good to have a plan.
I like AIS it uses the themes of all those etfs into one package.
tell that to my CHPS and AIS I bought at the beginning of last month
BREAKING: Iran has just struck 2 "hostile" targets in the Strait of Hormuz, with the likely targets being the oil tankers NISSOS KEA and NISSOS KEROS that were transiting via the southern Omani US-backed corridor under US escort and AIS switched off in the past hour, per Tasnim.
AIS has gone from 90 to 60, when do you define AI first companies as folding? Just sounds like a great way to short the hole but ok
Because oil production and escorts need to be ramped up. Did you even read my comment. They dont always turn them on after exiting the strait of hormuz. You are just assuming that. Many keep them off for much longer. >Reuters also repeatedly noted that many vessels were switching off public AIS transponders or that AIS/satellite tracking had become unreliable, making it impossible to count all transits from publicly visible tracking alone.
Looks like AIS still hold the Korean shares of SK Hynix
I sold about 500k of smh last week… And after a full 1 day of red I jumped back into AIS with it lol. Genius play. Now I sold that at a loss this morning. So now it should rebound for you guys. \-55k lol
Definitely not. They are only in the same sector (technology), but SMH focuses on semi’s and AIS focuses on AI bottlenecks basically. It’s weighted for SK Hynix and Micron right now when SMH is still like 17% in Nvidia (AIS is like 3%)
Sold about 500k in SMH yesterday and put it into AIS. Hopefully won’t regret in a few years
We don't know and we have no way of knowing. There's a host of internet experts who know about AIS but not that it has an off switch. Journalists seem to have given up being there and seeing stuff in favour of recycling al jaz and telegram.
Does this account for ships turning their AIS off though
Go with AIS and get a variety of AI stocks since you’re into SKHY
Check out the TCAI, AIS, AIPO, POW, AIRR and similar ETFs both as investment options and to discover the stocks held by each.
That was not financial advice, but I wish you many good returns. I’ve got a bit in AIS that I’m hoping pays off on Friday morning.
DRAM and AIS ETFs both hold SK Hynix.
Chatgpt will agree with anything the user says. I told multiple AIS before I bought my soxl to research and they all said the semis are bound to keep going up on great er. It tanked even after Mu came out with great er. AI will lie to your face and when everything is gone and it tanks to zero it'll say...you should've sold
I'm paying VFMO and AIS to do it for me. I only watch for unwind and to trim.
Being in the maritime industry that number is under estimated. Look at AIS data for just vessels, globally. https://www.marinetraffic.com/
Guys I want to overexpose myself even more to tech because im a fomo chasing retard. My portfolio is currently mostly SPMO and FTEC, with 20% split between NBIS/AIS/MU/SOXL/SNDK. What do I need to do with my remaining cash to "diversify" myself in more tech stocks?
Everything you picked kinda sucks. Why don’t you try AIS or SPMO
Is DRAM ETF and AIS ETF too much overlap to own both?
I was in Chat for a while, check out AIS if you ever want an AI buildout ETF with no software really
I'm aggressive so if I was wanting to be less involved I'd probably go 50/50 AIS and PTF. (AI & Technology momentum) If I wanted to be more involved I'd people bet on individual stocks since you don't pay taxes in the IRA until you withdraw.
Some retard gonna check MarineTraffic and share their misunderstanding of AIS with you, but it ain't me bro
Dark fleet / AIS off traffic is reportedly okay
My “fun” money is in health and tech ETFs: WQTM Quantum LFSC Biotech AIS AI BAI AI
Thanks for the recommendations. I'm in VGT for the year, will check SOXX and AIS in particular. Why not skip international for the year? It's very volatile with Iran and the US.
I maintain a watchlist of about 20-25 stocks which I like to buy more. I usually wait until the specific stock has a dip in price and get a good entry point. Swap out my lowest price momentum stock for the better stock. I use a stock screener to sort out the stocks based on fundamentals, PE ratio, earning growth, 20 day moving price and price momentum. I currently own about 20 stocks and 5 ETFs, You can get more diversity by adding ETFs investment outside the VOO and also focus on specific sectors for higher returns with some additional risk. You can expand your ETF mix beyond VOO to get a higher return with some more risk. The stocks that I currently own have had a recent high run up in price and I'm at the point of cashing out of some of the stocks to capture profit before market down-turn. **Take a look at theses ETfs with 3 year total returns:** 1. SOXX- 3 year total return 2611%- semi-conductors 2. AIS- 1 year total return 101% -Ai stocks 3. QQQM-3 year total return 102%- Nasdaq index fund 4. VXUS 3 year total return 51% International stocks outside USA 5. EEM 3 year total return 69% Emerging Markets outside USA Good luck.
Just buy AIS + POW. Then. Nobody can buy all those stocks you listed. If they do... they are
I hold both but AIS is a lot more diversified, so less risk for likely less returns.
What do we think about combining my AIS and DRAM position? Only have $1k in each
Melania. He parle FRANÇAIS.
Keffer and al Huntersville Dealerships. Je parle FRANÇAIS.
Dakar CFA. ECOWAS. SAHEL PRINT OUT I WILL BUILD THE WALL. JE PARLE FRANÇAIS. SHUKRAN. JO NSK. U/IMUSTBEGTHEQUESTION.
Print Dakar. Print. Je parle FRANÇAIS.
\> I'm trying to cover the components that are necessary for AI growth, \> Am I missing any big opportunities here that fit what I'm going for, Then look at ETFs rather than individual stocks. Take a look at AIS, DRAM, TCAI, EUV, FOTO, AIPO, CHAT, SMH, etc.
Look at the stocks held by the TCAI, AIPO, AIS and POW etfs. Look at the companies included and their competitors and you'll see all the infrastructure areas.
I invest in an array of individual stocks following the market trends (space, data, AI, quantum, etc) and mostly steering towards more established players (RKLB, ASTS, PL, NBIS, MU, APLD, QBTS, LUNR, APPL etc) leaving 20% for smaller caps/LATAM stocks or funds/riskier or options plays. I'm also in DRAM and AIS. no meme shit. I'm up 20% over the past 3 months, 60% over the past 2 years. which feels good for me.
A ship labelling itself "IRGC TOLL COLLECTOR" is visible on AIS operating near Bandar-e-Jask in the Strait of Hormuz beast mode
I bought a small position in AIS about a month ago and am up 40% so far. I hadn't heard of DRAM at that point, but I wouldn't have picked that as my play even if I had given how few tickers it holds and how heavily weighted the top 3 are. The AIS ETF I decided on holds most of the same things in DRAM, but at lower weights, to make room for other AI-related tickers - [https://stockanalysis.com/etf/compare/psi-vs-tcai-vs-pow-vs-aipo-vs-ais-vs-bai-vs-dram/](https://stockanalysis.com/etf/compare/psi-vs-tcai-vs-pow-vs-aipo-vs-ais-vs-bai-vs-dram/) \-
Here's a list of ones I'm currently invested in: AIS, WQTM, CIBR, PTF, FMTM, MARS, PSI, HUMN, KOID
Consider AIS it's the picks and shovels. Nvidia is just 3% and ranked 13th. Top 3 are sky hynyx, micron, vertiv
Yeah, I'm holding, but I'm rethinking that. I could put my money into other stocks and maybe some of these new ETFs like DRAM, NASA, and AIS. I think this one's run up well and is going to do well in the long run, but there are better movers at the moment. On the photonic side, I'm long LPKF, but only for a small position, because it's going to take a while before it runs. MUU and SOXL are my main plays.
That's a good point. What are your thoughts on AIS?
You are welcome. Most of its recent performance is due to Samsung, SK Hynix, TSM, and LTM. I have some extra exposure to those in one of my new/recent smaller satellite holdings of AIS for extra AI/Memory exposure.
It's good to have layers of volatility by the time you retire especially because it really sucks selling QQQM compared to SPYM during a recession. Buy SPYM and/or QQQM from now on. Cheaper than SPY and QQQ. There are always better performing etfs. QQQM < SPMO < VGT < FMTM < SMH < AIS < DRAM < etc. The difficult part when performance chasing is knowing when too much is too much. You're not going to ruin yourself selling a little of SPY over time to put into QQQM but definitely plan out the taxes before selling. If a SPY share has a short term gain, don't sell it. If a SPY share has a long term gain, that's more reasonable. Taxless accounts are simply amazing for these kinds of rebalancing.
Buy DRAM NASA AIS PSI
AIS…unless you want to not make money
Might just full port my Roth into RKLB if I get stopped out on AIS/POW/DRAM overnight/on the open.
Now, maybe I'm regarded. Actually there's no maybe, I am. But this is the one stock I'm currently willing to hold buy and hold long term, without selling, that I really believe in. I do Boglehead/Ben Felix-style global total market and factor shit with 90% of my portfolio. Even the SOXL/KORU/DRAM/AIS I got going on in a side account is a temporary play that I think will exhaust itself by the end of 2028, if not sooner. But I've started building an RKLB position to I'm adding to when I can, and I'm going to keep doing it for the next 20 years when the opportunity presents itself. I only wish I'd started doing it when it was $20 instead of $70. (I've also got some NASA too, just so I've got a position in the rest of space, plus a Jan 2028 LUNR leap I'm hoping will print into a 5 or 10 bagger)
Preparation for one, yes but also just future US defense architecture. OPTT would be providing the maritime energy and sensor layers required to detect threats over open water. I think about, Patroling and ID of sea skimming cruise missiles, offshore power and relays for sensors and of course autonomous docking and charging. Why not provide that as a resource to other drones for defense? Most threats (smugglers, spy vessels, or semi submersibles) turn off their Automatic Identification System. With OPTT tech, when a vessel is visible on radar but isn't broadcasting an AIS signal, the system flags it as a "dark target" and automatically dispatches a drone for filming. Imagine how this can be used for active defense and patrol with or without munitions.
I chose AIS over DRAM about 3 weeks ago. I didn't like the top 3 weighting in DRAM, and I get exposure to the same 3 with lighter weights in AIS.
I started a tiny position in NASA today. I typically run a Core beta + Factor satellite portfolio, but I recently added some thematic plays with AIS and AIRR, so I decided to bring this into the mix to see how it goes.
Managed accounts withjpm are milking you but no cheese situation.ı was with them btw 2024 march to just before iran war.Their Jpm large cap growth and digital evolution are far behind voo qqq and broad tech xlk vgt.1.45 fee is killer .They literally more money on you.Today call jpm securities and liquididy your funds by wednesday you got money available then but core portfolio VTI QQQM AVUV AVDV EMXC and thematic AIS PSI DRAM TCAI SGRT FMTM AIPO .sit back and relaxxx.I did same and now up and happy ! In disclosure ,they literally say advisor is work for jpm intetests not you in legal way.İf your friend is a professional he ymderstands othwerwise screw him ! Your money your future.Best
AnOther Korea ETF with big SK Hynix and Samsung exposure, is $FKLR, which is almost the same as $EWY, just cheaper. They both hold about the same amount — a lot, over 40-percent of the fund. And an ETF that isn’t dirt cheap but has been totally worth it for me so far is $AIS. It owns all the right AI infrastructure names you want in an ETF but can’t find. It’s actively managed
But damn it's a good direction right now. I'm super overweight in stocks, pretty much all in tech, esp hardware. I was scared how much it was rallying, but finally bought in last month: MU +28.13% DRAM +6.55% SNDK +34.22% AMZN +0.52% (1 day) AIS +9.64% AVGO +1.31% GOOGL+12.68% BE +1.06% (1 day) RVI +32.50% These are ridiculous returns over 1 month. Risky? Kind of, but I just have trailing stop loss orders for above what I paid in that I adjust to a higher stop price as they keep climbing. My index funds are all below 3% for the same period of time.
From Twitter “Following renewed Iranian attacks on vessels near the Strait of Hormuz and the United Arab Emirates (UAE), a significant automatic identification system (AIS) spoofing operation began shortly after 1500UTC yesterday.” So if you had a script looking to look at ships passing a point; that tradable data is probably corrupt now. FYI. It looks like competent spoofing so my guess is they want people to physically spot the ships to fire upon for more complicated command and control on the Iran side. https://x.com/sentdefender/status/2051476970215510287
Honestly just the same reason that AIS is so good for the AI/Memory/Compute Infrastructure side, POW is good for the Power Infrastructure side. They use the same "picks and shovels" approach and after researching their holdings and balances I'm impressed with the bucket they've put together. There's only \~3 holdings that overlap between AIS and POW so they compliment each other well. I also like that both funds aren't just overweight in the normal megacap players which we all own a ton of in a normal VOO type fund. AIS/POW are really hitting the "long tail" companies well I think.
This section of the article drew my attention of the tools that the commodity hedge funds utilize, in contrast to the typical retail traders: > You should not day-trade the weekly EIA report, because the pros you are trading against do not wait for the government to publish a PDF on Wednesday mornings. > Commodity hedge funds buy Synthetic Aperture Radar satellite data from firms like Ursa Space Systems, ICEYE, and Capella Space to scan storage tanks globally in real-time. Because the roofs of those tanks float on the oil, satellites bounce radar off the metal, and algorithms process the reflection to calculate the exact depth, even through clouds, fog, and darkness. They pay alternative data firms like Kayrros and Wood Mackenzie to monitor the infrared satellite signatures of global refineries, knowing the exact minute a coker goes offline. And they pay firms like Kpler and Vortexa to scrape AIS maritime transponder data of tankers, knowing exactly how much oil is on the water and where it is headed. > By the time you open the EIA report and calculate the 3-2-1 Crack Spread, a server in New Jersey has already read the data, executed the trade, and gone back to sleep.
can you tell me why you like POW? I love their sister fund AIS.
Thoughts on QQQ vs. AIS (more semi/memory/hardware) in this market?
The EIA-API gap is mostly survey methodology -- EIA is mandatory with broader facility coverage, API is voluntary with a smaller sample. They usually converge within a million barrels but weeks with big inventory swings widen it. The bigger distortion right now is SPR releases. DOE authorized 172M barrels starting in March and those barrels flow into Gulf Coast commercial storage -- they show up as a commercial build in the EIA headline, masking the underlying draw. A few people in this thread already flagged that. Then there's the physical market: Bloomberg reported at least two Iranian VLCCs -- Hero II and Hedy -- went AIS-dark and tried to move crude past the blockade line around April 20, part of a flotilla they described as carrying roughly 9M barrels. Whether the blockade catches them all or not, the headline inventory numbers are a poor proxy for what's actually happening to available supply. That's the disconnect you've been pointing at.
https://news.usni.org/category/fleet-tracker This is the best way to see status of the Carrier Strike Groups and Amphibious Readiness Groups without using AIS (ship tracking, which they probably don’t have) or disclosing classified information.
#TLDR --- **Ticker:** USO / CL (Crude Oil) **Direction:** Up **Prognosis:** Buy USO Calls / Go Long Oil **Catalyst:** High-stakes geopolitical hide-and-seek **Iranian Navy Status:** Blown up; currently managing blockades with civilian rowboats **Summary:** The U.S. is flying a massive, continuous military supply train into the Middle East while effectively choking off the Strait of Hormuz. Iran has been trying to smuggle oil out by turning off ship transponders (AIS) and hugging the coastlines of Iran and Pakistan, but the U.S. has figured out their routes and is actively seizing their ghost ships in international waters. Less oil is making it out of the Persian Gulf than the world realizes, leading to a shortage that the market is currently under-pricing.
What do you think about TCAI? That's what I've paired with AIS.
AIS + POW is the best full exposure “picks and shovels” AI plays that I’ve found. Especially since people are already over exposed to Nvidia through just about any broad market ETF.
[AIS info from Marinetraffic.com](https://www.marinetraffic.com/en/ais/details/ships/shipid:657791) Here's a link to the ship. It's a 5000 TEU container ship. It was not transiting the straight (at least not yet) It went from making 18 knots to drifting before AIS was shut off about 9 hours ago.
The AIS for the ship did show it tried to break through, then stopped and turned around. Agenda free tv on yt has it on screen.
AIS data, port data, rig count and production data, storage data, watching bombs drop live on tv when dummies are also on tv saying there’s a ceasefire but there isn’t. Not rocket science.
Yeah good question. Soft-touch Treasury means they don't directly buy or sell oil futures on CME to manipulate price. They instead lean on sanctions enforcement where Iranian barrels hit the market. Specifically: Iran exports via shadow fleet (ships with false flags, spoofed AIS). When the US threatens enforcement against banks or carriers that touch those barrels, the settlement path gets harder. Chinese and Russian buyers who were paying in dollars have to switch to ruble or yuan clearing, which adds friction, adds cost, and reduces the actual volume that can move. So Iranian supply to the market goes DOWN even without a physical blockade. That shows up in the oil price as a supply-side pressure that looks organic (less Iranian crude in the global market means higher price). But it isn't Treasury trading futures directly, which means the CFTC positioning reports don't flag it and the public can't point at a Treasury line item. Two reasons they'd prefer this: (1) legal (direct futures intervention has the unclear-legality question Bessent dodged), (2) deniable (they can say "we're just enforcing existing sanctions" rather than "we're managing the oil market"). Downside from their perspective: slower than direct intervention. Upside: no paper trail, fits existing enforcement authority.
These posts never show any AIS data of tankers leaving the straights. 0/10
It is AIS and its literally like a RTS game UI. Theres even people whose job is to just watch this screens all day and decide where to send their ships to.
I was watching some of the AIS tracking sites late this afternoon and it sure didn’t look like it was open then.
About an hour ago you had no idea that AIS could be tricked man
I’ve discovered that some thought AIS is infallible for tracking ships lmao. So they’re going to obsess over tracking that and then wonder why they are still fooled
There are quite a few articles available about how nation states have fucked with AIS over the past few years. Chief among them: China, Russia and Iran.
All politicians are not credible, certainly not during times of war. All ships are required to have AIS enabled when at sea. That is, their location shows up on this map https://www.marinevesseltraffic.com/HORMUZ-STRAIT/ship-traffic-tracker 8 ships in the last 24hrs transited the strait. Used to be 138.
why is it currently turned around heading back north on AIS then?
"Today, we spotted a tanker on satellite imagery which departed Kharg Island while spoofing over AIS to show that she departed Saudi Arabia. " https://bsky.app/profile/tankertrackers.com/post/3mjfjdot2rc24 Iran is trying GPS spoofing to get out of the strait lmfao
No. That's what he said he'd do. CENTCOM then downgraded it to blockading Iranian ports. It's unclear if a blockade of Iranian ports is feasible, because the main target (China) isn't in a mood to have its ships interdicted and two US destroyers that 'crossed the Strait of Hormuz' Saturday (including the USS Michael Murphy) were forced to retreat and since seems to have turned off their AIS.
Funny how that doesn't look like what real time AIS maps look like. https://www.vesselfinder.com/ Gosh, how big is a ship on this scale? I'm guessing sub-pixel. While we're at it. Let's remember that Iran is tremendously dependent on shipping through the strait. A complete closure of the strait is going to hurt Iran far more than the rest of the world. It's interesting that the US didn't do this weeks ago. I suppose that they were counting on China to lean on Iran. That didn't seem to work.
LOL. You literally prove my point. Not only is the NAVY prepared they recently upgraded. And how do you think they launch unmanned ships? And why would you assume all then ships in the area have AID on? If you look into it you will see this one ship turned on AIS on purpose right as they got to the strait. lol.
if they wanted to signal that crossing was safe they'd just do it with AIS on
search for ppl tracking by satellite not AIS. heres the first one i found, 29/31 tankers sanctioned [https://x.com/TankerTrackers/status/2040475834981535771](https://x.com/TankerTrackers/status/2040475834981535771)
Here is the brutal truth for the guys still buying calls: Citrini Research sent an analyst into the Strait of Hormuz with $15,000 in cash and Cuban cigars. The Strait is not closed. Ships are turning off their AIS transponders to pass through an Iranian checkpoint, meaning satellite-based maritime tracking is systematically undercounting Persian Gulf oil throughput. Any commodity quant strategy currently feeding on AIS-derived flow data is working with a biased input. The Citrini report has already been credited with moving the oil price. This is the exact failure mode that quantitative models are vulnerable to in high-disruption environments. A data source that was reliable under normal conditions becomes directionally incorrect when the underlying behavior changes. The firms that identified the AIS blind spot first got the edge. The ones that did not are still running models on incomplete data. You are welcome WSB! By the way I sold my HIMS / HIMZ position at $200k gain ($27 share price) and plan to reenter it soon. Looks super attractive at $19! Looking forward to the next lambo 😉
The strait is open and has been open throughout this entire shitshow. Traffic is down and ships are being cautious but “ the strait is closed” is just an inflammatory headline. I mean bravo for using an AIS screenshot but ships are still moving in and out.
Where is the AIS information on these ships? And what ships are appearing to take places for the delivery?
Look at the AIS maps, see how much movement is actually happening
It's illegal to turn off a ship's AIS per SOLAS regulations. I guess they are doing it for security reasons but it's generally not allowed and country's coast guard organization do impose fines on ships for doing this
You can easily and legally turn off your AIS on ships so that doesn’t tell too much tbh.