I would currently like to create a kind of ETF with stocks that will benefit from the 2nd AI wave.
This includes users of AI and companies that are involved in the transformation of data centers and chip production.
e.g. $QCOM (-2,78%)
$SNPS (-0,94%)
$REL (-2,52%)
$ABBV (-1,82%)
$TSLA (-6,59%) etc.
I don't want to have tech giants like Amazon, Alphabet and co in it. Do you have any cool (even small) ideas for AI users?