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Post #806 182K
🧠 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 👇
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