Roundhill Generative AI & Technology ETF offers unique, high-conviction exposure to AI-driven growth, making it a compelling core holding for long-term investors. CHAT stands out with 74% technology sector allocation and a focused portfolio of 46 companies, targeting firms deeply invested in AI innovation. The actively managed structure and selective criteria have driven CHAT's NAV up 63% over the past year, outperforming broader growth ETFs.
I rate CHAT ETF a speculative Buy for high-risk, multi-year investors seeking pure-play exposure to the AI infrastructure CapEx supercycle and Agentic AI adoption. CHAT has delivered top-tier returns, strong fund inflows, and bullish technical momentum, but is highly concentrated in tech and exposed to sector-specific downturns. Valuations are based on forward growth that may not materialize, with high turnover, elevated fees, and reliance on inflows creating structural risks.
Today's market reminds us of 1999 in many ways. REITs were hated. Tech was loved. But afterward, REITs strongly outperformed. Here's why it could happen again.
| XBER Exchange | US Country |
The fund is an actively managed exchange-traded fund (ETF) that leverages the potential of artificial intelligence (AI) by focusing its investments on companies around the globe, including emerging markets, that are pioneering in the generative AI and related technology sectors. With an investment strategy that commits at least 80% of its net assets, in addition to borrowings for investment purposes, towards equity securities in AI and Technology Companies, the fund aims to tap into the rapid growth and transformative potential of the AI industry. It operates under a non-diversified status, meaning it may invest a larger portion of its assets in fewer issuers than a diversified fund.
Investing predominantly in the shares of companies that are significantly involved in the development, research, and application of artificial intelligence. This includes those working on groundbreaking generative AI technologies, which allow machines to create content and solve problems in ways that were previously thought to require human intelligence.
The fund also extends its investment to a broader category of technology companies, encompassing those outside the strict AI field but still integral to the technology and digital innovation sectors. This ensures a comprehensive coverage of the high-growth potential areas within the tech industry.
By not limiting its investment to a specific geographic region, the fund embraces a global approach, including companies from both well-established and emerging markets. This strategy aims to exploit the global nature of technological advancements and the widespread application of AI technologies across different countries and industries.