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AI fund focusing on memory and infrastructure beats QQQ by over 4x despite minimal Nvidia exposure.

Market News
28 Aug 2026
24/7 Wall Street
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Bullish
pluang ai news

The VistaShares Artificial Intelligence Supercycle ETF (AIS) has outperformed the Invesco QQQ Trust (QQQ) significantly, gaining 85.23% year-to-date compared to QQQ's 17.39%. Unlike QQQ, which heavily weights Nvidia, AIS holds Nvidia at just 2.5% and instead invests in memory and infrastructure companies like SK hynix and Micron, which have driven its strong returns. While AIS offers a more targeted AI investment, it carries risks such as concentration, foreign exchange exposure, and the cyclical nature of memory markets. Investors may consider AIS as a complementary, smaller position alongside QQQ for diversified AI exposure.

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