Buy Hold Sell: 3 ETFs for AI exposure… and 3 if the robots disappoint

AI. It's all anyone is talking about, and whether you love it or loathe it, you're probably going to have to hear about it for a while yet (i.e. forever). But whether you choose to invest in it? That's another story. Let's be real. Investors of all stripes - from retail punters to institutional shops with trillion-dollar balance sheets - have lost their minds over AI. Yes, there will be winners. But there will also be body bags. That’s how every tech revolution works. So what is the play? Do you ram as much AI into your portfolio as you can and back the builders of the future? Or do you position in themes tied to timeless human needs like eating, building and moving? In this episode, Daniel Kelly from Viola Private Wealth and Adam Dawes from Shaw and Partners run the ruler over three ETFs offering direct AI exposure and three designed to be resilient, whether the robots deliver or disappoint. This episode was filmed on Wednesday, 11 February 2026. TIME CODES 00:00 – Introduction: AI dominates markets: 3 ETFs for AI exposure and 3 for defence. 00:31 – GXAI: Global X Artificial Intelligence ETF 01:52 – HUMN: Roundhill Humanoid Robotics ETF 03:33 – SEMI: Global X Semiconductor ETF 05:08 – IXI: iShares Global Consumer Staples ETF 06:47 – ETPMPM: Global X Physical Precious Metals Basket 08:11 – REIT: VanEck Global Real Assets ETF