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Summary

The iShares Future AI & Tech ETF has gained over 50% since my original Buy rating, yet its recent 15% selloff presents another potential opportunity.

AI spending could reach $3.64 trillion by 2027, benefiting ARTY's growing exposure to semiconductors, memory, and infrastructure.

Technology stocks averaged 30.9% returns in the year following historical midterms, suggesting election uncertainty isn't necessarily bearish.

Sky-high valuations and massive capital expenditures make picking AI winners difficult. ARTY offers exposure across the supply chain without relying on a single stock.

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Investment Thesis

When I first covered iShares Future AI & Tech ETF ( ARTY ) in August 2025, the fund was already up 40% year to date.…