I think both Battery technology is the bottle neck of most tech and it due for huge innovation. like solid state or structural battery in massive scale. It is just too hard to pick the winner now. hence I am looking for a good battery ETF.
AI Is also very new and it hard to know who has the moat and who will come on top in 10 years. AI is like going back to 2000 with all the internet companies. It impossible to know who will be Apple/Google/Microsoft like and who will be yahoo. but the whole industry will grow in rapid past and will be seen everywhere. So I am looking for a good AI ETF until I am convinced I can distinguish the winners.
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