The YouTuber highlights that this ETF, despite its name, holds Bank of America as its largest position, which he finds surprising and not intuitively linked to AI. He suggests that the ETF's composition might not align with investor expectations for pure AI exposure, indicating a potential mismatch between the ETF's title and its actual holdings.
“hier sehen wir erstaunlicherweise als größte Position die Bank of America warum da könnte ich jetzt nur raten”