🧠 The AI trade has split in two
Layer one is the infrastructure. Chips, memory, power. Layer two is the AI companies themselves.
🇨🇳 China is the second front
ZHIPU, one of China's leading model developers, is up 1,425% since its January 2026 IPO.
MINIMAX runs Hailuo, a video generator going head to head with OpenAI's Sora 🤖
📊 Buy the layer, not the name
SOXL holds the 30 largest US semiconductor companies: NVIDIA, Broadcom, Micron, AMD and others. An ETF up 402% over the past 12 months, with 3× leverage.
DRAM is one of the first ETFs built purely on memory makers: SK hynix, Micron and Samsung. Launched April 2026, already at up 100%.
Like any market, the AI sector can experience both gains and declines.
All four now trade as Perpetuals in Wallet. Up to 10× leverage on stocks. Up to 20× on funds.
Pick your layer. Trade it in Wallet 👇
Post #806
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