Stocks I think should only focus on AI and related areas, the main lines are still light and storage, and their supply chains, corresponding to two good ETFs $DRAM (storage) $FOTO (light)

The rest of humanoid robots mainly revolve around the story of physical AI.
The others are just tasteless side dishes, just farm monsters.
DRAM: betting on AI storage price increases
DRAM = HBM/DRAM price increase ETF.
Top ten holdings:
- MU: U.S. storage leader, benefits directly from HBM/DRAM price increases
- SK hynix: HBM leader, core supplier chain for NVIDIA
- Samsung: Global storage giant, covers DRAM/NAND/HBM comprehensively
- Kioxia: Japanese NAND major manufacturer
- SanDisk: Flash memory/SSD cycle resilience.
- WDC: Hard drives + flash memory, benefits from data center capacity demand.
- STX: HDD leader, AI data explosion favors cold storage.
- PSTG: Enterprise-level flash storage.
- NTAP: Enterprise storage and data management.
FOTO: betting on AI optical interconnects
FOTO = optical modules/lasers/optical communication ETF.
Top ten holdings roughly are:
- LITE: Core laser/optical communication, NPO/CPO directly benefit.
- IPGP: Industrial laser leader, photonics representative stock.
- FN: Optical module contract manufacturer, benefits from increased shipments.
- COHR: Comprehensive leader in lasers + optical devices + optical materials.
- CIEN: Optical network equipment, coherent optical communication benefits.
- LASR: High-power lasers, small-cap stock elasticity.
- AAOI: Highly elastic target for data center optical modules.
- VIAV: Optical communication testing equipment.
- MKSI: Photonics + semiconductor equipment components.