Investing notes from a Korean uncle: AI infrastructure, semiconductors and the U.S. companies behind them. Numbers checked against filings, sources linked, opinions labelled as opinions.
Two US-listed ETFs are now dedicated to AI semiconductors: CHPX, whose top holding is Micron, and KSMH, a Korea-only fund listed August 19, 2026. The five broad semiconductor ETFs range from 22.9% Nvidia (SMH) to 3.1% (XSD). Fees, weights and the new lithography fund EUV compared.
The five US data center ETFs (NCLD, DTCR, SRVR, IDGT, RACK) own five different things. Every holding sorted into operators, REITs, connectivity and supply chain, with the six Korean-listed products.
Three ETFs sell the HBM story and hold very different things. DRAM is a memory-and-storage producer fund with $26 billion in assets, HBMX holds about 30% memory makers and no Samsung, and Korea’s 442580 is 75% Samsung, SK hynix and Micron.
Four AI power ETFs, four different portfolios. AIPO leans on equipment makers and holds NVIDIA; ZAP is 77% utilities; POWR mixes the U.S. power chain; GRID is led by European grid names.
Co-packaged optics stocks are priced on rollout timing, not revenue. I map who claims CPO in their own filings and what NVIDIA has actually said.
I ran exact-phrase SEC searches for silicon photonics and read the filings, mapping which photonics stocks show real business evidence versus money flows.
Eaton vs Schneider Electric stock: two power distribution giants, one decision. Here is how I break them down as a self-directed Korean investor in 2026.
Networking stocks span switches, networking silicon, optical links and fiber. See how eight companies differ in what they report about AI networking revenue.
Memory prices and earnings moved sharply in 2026, while the public numbers across the group remain difficult to compare. Search
Search for semiconductor stocks and the answer arrives as a list. Nvidia, TSMC, Micron, Broadcom, ranked by something the list
Server stocks are often grouped with companies that power, cool, connect or store data for them. Those are different business
A generator that nobody can connect to is not power. It is an asset waiting on a queue. Searching for
