🔥🎯This heavyweight AI ETF, which has risen 27% this year, is it still worth getting on board? ($IVES)

If you look at the top 10 holdings of $Dan IVES Wedbush AI Revolution ETF(IVES.US), you'll quickly see the core logic behind Dan Ives' design of this ETF: capturing the strongest companies in the entire AI capital expenditure chain, rather than relying on a single star stock to drive returns.

The top 10 holdings already package the entire "AI revolution":
• Computing power ($NVIDIA(NVDA.US), $AMD(AMD.US))
• Storage ($Micron Tech(MU.US))
• Cloud ($Microsoft(MSFT.US), $Amazon(AMZN.US))
• Foundational models ($Alphabet(GOOGL.US))
• Manufacturing & supply chain ($Taiwan Semiconductor(TSM.US))
• End devices & ecosystem ($Apple(AAPL.US), $Tesla(TSLA.US))
• And $Broadcom(AVGO.US), which is capturing value in the AI access layer

This isn't concentrated betting—it's building a complete "AI full-industry-chain index."

1️⃣ Can you still buy after a 27% rise?
The key isn't how much it's risen, but your judgment:
Is AI CapEx still in an "acceleration cycle"?

If you believe:
• The data center upgrade cycle hasn't even started yet
• Model training is still growing exponentially
• Demand for fiber optics, computing power, and storage will continue to expand
• AI is moving from the model era to the "product era"
• Corporate AI budgets will keep growing in 2025–2026

Then $Dan IVES Wedbush AI Revolution ETF(IVES.US) isn't at a high at all—because it reflects industry megatrends, not quarterly performance fluctuations.

2️⃣ This ETF's biggest advantage: No need to pick a direction
What's the biggest risk in AI right now?
It's not "buying companies that have risen too much"—it's that
there are too many future winners and the field is too broad, making it hard to know where to bet.

$Dan IVES Wedbush AI Revolution ETF(IVES.US) solves this directly:
• If you're bullish on AI overall → It packages the strongest companies for you
• If you're worried about stock volatility → It reduces unnecessary risk for you
• If you don't know whether the next wave of AI value is in cloud or computing → It covers both

In other words, it's the closest thing to an "AI real-economy index" for 2025.

3️⃣ But it has one potential drawback
You have to accept one fact:
An ETF like this will never have the explosive single-day surges of individual stocks.
It's stable, broad, and comprehensive—but it won't skyrocket like $NVIDIA(NVDA.US) or $Tesla(TSLA.US) in a single day.

If your goal is "long-term exposure to AI industry beta," it's a great fit.
If you want to capture "alpha from individual winners," you might still need to pair it with stocks.

So the question is:
Is your goal to "steadily bet on the entire AI era" or to "pick the companies that could multiply several times over"?

✨ I'll keep sharing my observations on AI ETFs, tech giants, and computing cycles to help you find the best position in this wave. 📢

$Dan IVES Wedbush AI Revolution ETF(IVES.US) $NVIDIA(NVDA.US) $Tesla(TSLA.US) $Apple(AAPL.US) $Microsoft(MSFT.US) #AI #ETF #Tech #Investing #Semiconductors