Why These 3 ETFs Matter Right Now -
and Into The Future

In a market that's hitting new highs and in a current world driven by AI innovation, you may be asking yourself: 

Where can I safely invest and see high potential for a return?

On my recent appearance on Schwab Network in the Big 3 segment, I broke down my top three ETF picks right now: XLK, SMH, and XLI. 

Whether you’re an active trader or a patient investor, these ETFs give you diversified exposure, risk-managed upside, and a long runway into 2025 and beyond.

Timestamps

00:00 Introduction and Overview
00:18 Market Insights with Jason Brown
00:51 ETF Analysis: XLK
01:30 Chart Patterns and Technical Analysis: XLK
04:17 ETF Analysis: SMH
05:38 Chart Patterns and Technical Analysis: SMH
08:54 ETF Analysis: XLI
10:14 Chart Patterns and Technical Analysis: XLI
12:15 Final Thoughts and Conclusion

XLK – Tech Is Still Leading (But Be Cautious)

XLK (Technology Select Sector ETF) is up 11.3% YTD, and it holds giants like Microsoft, Nvidia, Apple, and Palantir. Instead of picking individual names into earnings season, you could invest in all of them essentially by getting into the XLK to ride the overall tech strength.

Technically, it’s forming a cup and handle pattern, holding above key moving averages, with potential upside to $263 and beyond.

SMH – Semiconductors Are the AI Backbone

SMH (VanEck Semiconductor ETF) is up 20% YTD, reflecting massive demand in the AI and chip space. If AI is the new internet, semiconductors are the infrastructure.

Names like Nvidia, AMD, and TSMC are powering this movement. 

XLI – The Underrated Industrial Power Play

XLI (Industrial Select Sector ETF) is a powerhouse up 14.5% YTD. It holds Caterpillar, Boeing, GE, and Raytheon key players in infrastructure, aerospace, and defense.

Billions are still flowing from the Infrastructure and Jobs Act, and long-term trends like EVs and national defense spending are fueling demand.

Final Thought:
Time + Trends = Leverage

These three ETFs offer smart exposure to the themes shaping the next 2–3 years: AI, digital infrastructure, and industrial revival. 

Using long-dated options provides time for the trend to develop.

You don’t have to chase momentum - just position yourself where it’s going.

If reading charts or executing option strategies feels overwhelming, I invite you to join me inside Power Trades University—where I teach you both how to trade and what opportunities to consider each week.