Missed the AI Boom? September Might Be Your Entry Point

• September's market setup is complicated by geopolitical tensions and the Fed's hawkish stance, potentially leading to volatility.
• The AI trade is still in its infancy, with significant long-term growth opportunities, particularly in photonics and memory (P-RAM).
• Investors should consider dollar-cost averaging into AI-related trades during market pullbacks, focusing on companies supplying AI infrastructure rather than just hyperscalers.
• Specific areas of opportunity include memory providers (e.g., Micron), photonics companies (e.g., Lumentum), and AI-powered infrastructure ETFs (e.g., XIGV).

Sylvia Jablonski discusses the September market outlook, noting increased complexity due to geopolitics and a hawkish Fed. Despite potential short-term volatility, she emphasizes that the AI trade is still in its early stages, presenting significant opportunities beyond current leaders. She highlights the 'next gen' AI trade in photonics and memory, and advises investors to dollar-cost average into these areas during pullbacks.