David Kudla on AI Rally, ETF Strategy, and Inflation Hedges

David Kudla says the AI rally is a structural shift, favoring ETFs like CHAT, AIS, and WAR. He still likes Micron (MU) and AMD Inc. (AMD) but is wary of bonds. Kudla highlights commodities, emerging markets, and global ETFs like EWY and EMEG as key hedges against inflation and geopolitical risk.

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