AI fever ignites a boom in thematic ETFs as fund managers hunt for their next big hit
THE SO WHAT
The rush of AI-, robotics-, and space-themed ETFs is more about fee capture than differentiated exposure — most are repackaging the same underlying names. If you’re an operator, treat ETF flows as noisy sentiment, not durable capital; if you’re a founder, don’t over-interpret a ticker with ‘AI’ in the name as long-term support for your category.
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