5 New ETFs Explode! Which One Has Alpha Right Now?

Tiger_comments
05-28
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The AI industry chain is now clear: money is flowing from computing power into storage, optical communications, data centers, power, and space. The question is — do you pick stocks one by one, or just buy a thematic ETF? Between 2025–2026, 5 new ETFs targeting AI sub-sector themes have just listed, covering different stages of the industry chain from memory to space. Which direction are you bullish on?

1. $Roundhill Memory ETF(DRAM)$

Listed: 2026.4.2 | Today: $60.73 (+0.36%) | Since listing: +119%

Theme: AI Memory / HBM / Storage Chips

Buying the "current highest-alpha node" of the AI industry chain. Core logic: compute demand from companies like Anthropic is growing 5x faster than storage, making storage the most certain bottleneck right now. Premium HBM capacity is monopolized by three companies — China cannot replicate this.

Note: Listed 2026.4.2, YTD calculated from listing date (~2 months, +119%)

2. $Defiance AI and Power Infrastructure ETF(AIPO)$

AIPO — Defiance AI & Power Infrastructure ETF

Listed: 2025.7 | Today: $33.03 (-0.36%) | YTD: +42.7%

Theme: AI Power / Data Centers / Energy Infrastructure

Corresponds to the fifth stop of the industry chain: at the end of AI is power. Data center electricity consumption is exploding, traditional grids can't keep up, and nuclear and natural gas power generators have become scarce assets.

3. $DAN IVES WEDBUSH AI REVOLUTION ETF(IVES)$

IVES — Dan Ives Wedbush AI Revolution ETF

Listed: 2025.6 | Today: $37.84 (-0.53%) | YTD: +18.3%

Theme: AI Revolution / Tech Giants / Full Industry Chain

An actively managed ETF with stocks personally selected by Wedbush star analyst Dan Ives. Not betting on a single segment — betting on the main-line tech portfolio of the entire AI narrative. The most "defensive" of the five, and also the one with the smallest gain.

4. $Tortoise AI Infrastructure ETF(TCAI)$

TCAI — Tortoise AI Infrastructure ETF

Listed: 2025.8.4 | Today: $52.89 (+1.03%) | YTD: +70.3%

Theme: AI Infrastructure / Data Centers / Industrial Chain

Corresponds to the third and fourth stops of the industry chain: optical communications + data centers. Buying the physical infrastructure layer as AI moves from narrative to reality. The strongest YTD performer among the non-space ETFs.

5. $Tema Space Innovators ETF(NASA)$

Listed: 2026.3 | Today: $41.89 (+0.67%) | Since listing: +66.4%

Theme: Space Economy / Launch Services / Satellite Communications / Space Infrastructure

The most direct beneficiary among the five ETFs from the SpaceX IPO

SPCX lists, the NASA ETF is expected to add it as a component, making it the simplest tool for retail investors to participate in the space economy. Today's component stocks surged collectively — a direct reflection of the SpaceX roadshow hype effect.

Five ETFs Quick Comparison

Which direction are you bullish on?

Five ETFs, five different nodes — which window is more worth investing in? Or go all in? NASA surged collectively on SpaceX roadshow news — how much longer can the space ETF run?

ETF vs. single stock: single stocks have higher upside ceiling?

While ETFs spread risk,which approach do you prefer for positioning in AI/space infrastructure?

Leave your comments to win tiger coins~

5 New ETFs Explode! Which One Has Alpha Right Now?
The AI industry chain is now clear: money is flowing from computing power into storage, optical communications, data centers, power, and space. The question is — do you pick stocks one by one, or just buy a thematic ETF? Between 2025–2026, 5 new ETFs targeting AI sub-sector themes have just listed, covering different stages of the industry chain from memory to space. Which direction are you bullish on?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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Comments

  • koolgal
    05-29
    koolgal
    🌟🌟🌟Single Stock vs ETF - which one is better?  It is a strategic trade off between concentrated risk and diversified convenience.

    Single Stock: High risk, High reward.  If you pick an individual winner early in its lifecycle like buying $Alphabet(GOOG)$ at its IPO and hold it till now, your personal wealth can completely outpace the broad market benchmark.

    However the single stock route leaves you completely exposed to a single point failure like an unexpected earnings miss, can cause the stock to lose double digit value in a single session.

    ETF: When you buy a thematic ETF like $Roundhill Memory ETF(DRAM)$ , you bypass individual company failures.  DRAM packs its weight into memory titans, allowing you to profit from a global chip shortage without the worry if one company hits a snag.

    Ultimately it is up to an individual's risk appetite.  There is no right or wrong in investing.

    @Tiger_comments @TigerStars @Tiger_SG

  • Shyon
    05-28
    Shyon
    Personally, I’m still most bullish on AI storage and infrastructure. The bottlenecks are shifting from GPUs toward HBM memory, data centers, optical connectivity, and power. That’s why $Roundhill Memory ETF(DRAM)$ and $Tortoise AI Infrastructure ETF(TCAI)$ stand out most to me, as both benefit directly from long-term AI infrastructure demand.

    NASA is also very interesting because the $SpaceX(SPCX)$ IPO could become a major catalyst for the space economy. I opened a position in $Destiny Tech100 Inc(DXYZ)$ during the pullback mainly for indirect SpaceX exposure before IPO momentum fully accelerates. I think the next phase of the AI bull market could expand beyond semiconductors into space and energy infrastructure.

    For me, ETFs are better for capturing the long-term trend with lower risk, while single stocks offer bigger upside if you pick the right leaders early. I prefer combining both approaches.

    @Tiger_comments @TigerStars @TigerClub

  • MojoStellar
    05-31
    MojoStellar
    If investing $1,000 today and choosing only one from the image, I'd rank them like this:

    Rank
    ETF
    Theme
    Risk
    Growth Potential

    1
    DRAM
    AI memory chips (HBM, DRAM, NAND)
    High
    Very High

    2
    TCAI
    Data centers & AI infrastructure
    Medium-High
    High

    3
    NASA
    Space economy
    High
    High

    4
    IVES
    Broad AI leaders
    Medium
    Moderate-High

    5
    AIPO
    Energy & power for AI
    Medium
    Moderate

    Why DRAM looks strongest right now
    The AI boom is creating a major shortage of high-bandwidth memory (HBM) chips used by AI servers. DRAM is concentrated in companies such as Micron, Samsung, and SK Hynix, which are benefiting directly from this demand. The ETF has become one of the fastest-growing ETFs ever and has dramatically outperformed broader AI funds so far.

    pls do your own DD

    • koolgal: 
      Great insights 🥰🥰🥰
  • Shyon
    05-28
    Shyon
    I still prefer combining ETFs with a few high-conviction single stocks. ETFs help capture the overall megatrend, while individual leaders can provide much stronger upside during bull cycles.
    • koolgal: 
      Great strategy 👍👍👍
  • TimothyX
    05-30
    TimothyX
    1. $Roundhill Memory ETF(DRAM)$
    Listed: 2026.4.2 | Today: $60.73 (+0.36%) | Since listing: +119%

    Theme: AI Memory / HBM / Storage Chips

    Buying the "current highest-alpha node" of the AI industry chain. Core logic: compute demand from companies like Anthropic is growing 5x faster than storage, making storage the most certain bottleneck right now. Premium HBM capacity is monopolized by three companies — China cannot replicate this.

  • koolgal
    05-29
    koolgal
    🌟🌟AI vs Space Infrastructure ETFs - DRAM vs NASA ETFs: Which is better?   Both ETFs have blistering performance.  DRAM is up 125% while NASA is up 66%.

    I prefer DRAM as it captures an immediate high margin global hardware deficit rather than relying on speculative long horizon space infrastructure.

    DRAM has captured a massive alpha, surging past USD 12.18 billion in AUM.  It functions as a direct digital toll booth on the computing world, while space infrastructure remains a capital intensive frontier with long unproven monetisation runways.

    However NASA has SpaceX, the most exciting IPO in history.  With an expense ratio of 0.87% NASA acts as a highly unique bridge, holding private SpaceX shares securely through a specialised Special Vehicle (SPV) layout.

    SpaceX is a cash flowing machine with Starlink which owns a dominant global satellite internet footprint.

    I would choose both ETFs as they have lots of exponential growth ahead.

    @Tiger_comments @TigerStars @Tiger_SG

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