1. Reiteration of a buy recommendation for the Global X Robotics & Artificial Intelligence ETF (BOTZ), highlighting untapped upside potential despite recent gains; 2. BOTZ offers focused exposure to AI and robotics, with strong holdings like NVIDIA (NVDA) and a $3.1B AUM; 3. Arguments against an AI bubble include improved accounting standards, strategic deglobalization driving demand, and attractive valuations with a projected 15% upside, despite risks like concentration in AI sectors.
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