InnovestX divides the AI investment approach via DR23 into three main themes, allowing investors to choose according to their own risk levels and investment goals. The first theme is Mega Cap AI Leaders, comprising stocks of large technology companies driving AI investment, such as GOOG23, AMZN23, NVDA23, BABA23, and TENCENT23. The second theme is Early Innovation, focusing on future technologies that could be the next wave of growth, such as SPACEX23, GEV23, IONQ23, MP23, and OKLO23, suitable for those who can tolerate high volatility. The third theme is AI Infrastructure and Semiconductor, investing in the infrastructure behind AI, such as TSEMI23, FABRINET23, SYNP23, LITE23, and SMIC23, which benefit from the expansion of AI capital expenditure without having to pick winners in the AI market. Investors should choose a theme that aligns with their own views and risk tolerance.
Semiconductor Manufacturing Intl CoListed as an AI infrastructure and semiconductor stock benefiting from expansion of AI capital expenditure.