Investing in UFOs? The ETF betting on secret government tech

Everyone knows the Nvidia story. The bigger question is what comes next. Kenny Polcari sits down with Matt Tuttle and Michael Reinking to discuss where the next opportunities could emerge across AI infrastructure, memory, photonics, quantum computing, and space. As investors search for the next wave of winners, the conversation explores the bottlenecks powering the AI boom and why some of the biggest gains may come from names investors aren't watching yet. The discussion covers AI CapEx, Nvidia, memory stocks, space investing, quantum computing, IPOs, interest rates, and the sectors that could drive markets in the second half of the year. Timestamps 00:00 Earnings beat expectations 02:06 The AI trade continues 03:17 Why AI ignores rates 03:42 The bottleneck trade 04:24 Why he's buying space 05:54 SpaceX and future IPOs 07:35 Will money leave tech? 12:10 The Fed's challenge 18:11 The quantum opportunity 21:39 Investors should stay cautious #tradertalk #ai #nvidia #stocks #investing #space #quantumcomputing #kennypolcari #yahoofinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 alphaspace.finance.yahoo.com

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