TCAI

amenchio

Mine would probably be **SPMO and SOXQ**. SPMO gives me a broader momentum play, while SOXQ is where I’m getting the heavier semiconductor exposure. I also keep about **10% total in GRID, POWR, POW and TCAI** because I want exposure to the power and infrastructure side too. If AI and data centers keep expanding, they’re going to need a lot more electricity, grid upgrades, equipment and actual power generation behind them. So I’m basically trying to own both sides of it, the technology benefiting from AI growth, and the infrastructure needed to support that growth.