5 ETFs to Ride the Embodied AI Wave

Jensen Huang predicts AI's next boom will be physical, powering humanoid robots, autonomous vehicles, surgical systems, and factory automation. Five ETFs offer diversified exposure: BOTZ, ARKQ, ROBO, ROBT, and THNQ. The funds split into hardware-focused plays like BOTZ and ROBO, and software-intelligence bets like ROBT and THNQ, while ARKQ takes an active approach with heavy Tesla exposure. Returns over the past year range from 19% for ROBT to 67% for ARKQ, with each fund carrying distinct tradeoffs between concentration, volatility, and diversification.