10 ETFs to Track Market Pulse & Sector Rotation
One-glance dashboard for where capital is flowing across the AI supercycle
AI Infrastructure Core
$DRAM — memory cycle (Micron, SK Hynix, Samsung exposure)
$FOTO — pure-play photonics/optical interconnect
$COPX — copper miners, the grid-buildout metal
$IGV — software/enterprise AI adoption
Power & Energy
$XLE — traditional energy complex
$NLR — nuclear/uranium, the AI power bid
Physical AI & Space
$NASA — space economy (SpaceX IPO tailwind)
$BOTZ — robotics & physical AI
Macro / Risk Sentiment
$IBIT — risk-on/risk-off barometer (BTC)
$TLT — long bonds, rate direction signal
Bookmark this. When NLR lead while
$IGV lags → rotation into hard assets.
Not financial advice.