Leverage the AI Infrastructure Trade: 2X Exposure to 3 Key Semiconductor Stocks

This is sponsored content.  Barchart is not endorsing the websites or products set forth below.

While Wall Street obsesses over Nvidia's latest GPU announcements, a small group of semiconductor companies is quietly powering the massive infrastructure buildout at Amazon, Microsoft, and Google's hyperscale data centers. 

These are the "pick and shovel" plays, the companies selling the tools and components to those mega-cap companies racing for AI dominance rather than competing directly in the race themselves.

These are specialized semiconductor companies whose stocks have all surged over 100% in the last year as hyperscalers pour billions into data center expansion. 

This explosive growth breeds immense volatility, creating perfect conditions for active traders. 

Companies like Astera Labs (ALAB), Credo Technology (CRDO), and Lam Research (LRCX) share this powerful DNA: triple-digit returns, extreme volatility, and a vital role in the AI buildout.

In an effort to capitalize on the volatility within these stocks, Tradr ETFs offers active traders 2X leveraged ETFs for each of these stocks:

Earnings Season and Beta

Earnings season is here, and with major tech companies ramping up capital expenditures, these three stocks stand out for their distinct trading potential—especially when paired with 2X leverage.

What makes them particularly compelling for momentum traders is their elevated Beta, a key measure of volatility relative to the broader market. A Beta of 1.0 indicates a stock typically moves in line with the S&P 500, while readings above 1.5 suggest significantly higher swings.

CRDO currently sports a Beta above 2.5, meaning that when the market moves 1%, CRDO tends to move roughly 2.6%. LRCX and ALAB also post Betas north of 1.5, signaling strong volatility potential.

This heightened sensitivity—combined with catalysts such as earnings announcements and hyperscaler spending plans—creates a prime setup for active traders looking to amplify moves with 2X leverage.

Astera Labs (ALAB)

ALAB specializes in application-specific integrated circuits (ASICs) that connect GPUs to cloud networks—essentially building the "on-ramps" that allow AI processors to communicate at maximum speed with minimal latency. 

With Nvidia relying on ALAB's connectivity solutions for its AI platforms, the company sits at a critical chokepoint in the AI infrastructure stack. Up 135% over the past year, the company is expected to report earnings on November 4, 2025, after market close, providing another near-term trading catalyst.

The Tradr 2X Long ALAB Daily ETF (LABX) delivers double the daily exposure to ALAB's price action, giving traders amplified access to what has been one of the year's most explosive growth stories. For more information about LABX, CLICK HERE.

Credo Technology (CRDO)

CRDO provides the high-speed connectivity solutions—specifically active electrical cables and optical digital signal processors—that hyperscalers need to optimize data center efficiency and reduce power consumption. 

As AI workloads demand ever-faster data transfer between GPUs and servers, CRDO's technology becomes increasingly critical to preventing bottlenecks in hyperscale infrastructure. The stock has been the group's biggest winner with gains of more than 280% over the past year. The company is estimated to report earnings on December 1, 2025, giving traders a clear catalyst on the calendar.

The Tradr 2X Long CRDO Daily ETF (CRDU) targets 200% of CRDO's daily performance, making it especially valuable during earnings season when single-day moves can exceed 10-15%. For more information about CRDU, CLICK HERE.

Lam Research (LRCX)

Lam Research supplies the wafer fabrication equipment that semiconductor manufacturers need to produce the custom chips hyperscalers increasingly demand. The company's deposition and etch systems are essential to creating the advanced nodes powering AI accelerators, making LRCX a direct beneficiary whenever a hyperscaler announces expanded chip production. 

The stock just reported fiscal Q1 2026 earnings (October 22), delivering $5.32 billion in revenue and demonstrating the volatility that makes it ideal for active traders. LRCX has surged more than 90% in the past year, with significant recent swings creating amplified trading opportunities.

The Tradr 2X Long LRCX Daily ETF (LRCU) gives traders 200% daily exposure to these moves. If LRCX were to swing 5% higher  in a trading session, LRCU targets a 10% swing, turning the stock's natural volatility into a precision tool for high-conviction trades. For more information about LRCU, CLICK HERE.

AI Scale Up: Trade These 3 Semiconductor Stocks With Leverage

While mega-cap tech stocks dominate headlines, this trio of semiconductor infrastructure plays represents an essential—yet often overlooked—basket that's delivered impressive year-over-year growth. The explosive performance isn't luck; it's the direct result of hyperscalers' insatiable demand for the tools and components that make AI infrastructure possible.

For active traders looking to capitalize on this volatile but essential segment, Tradr's 2X leveraged ETFs provide tactical precision:

• LABX – Tradr 2X Long ALAB Daily ETF
• CRDU – Tradr 2X Long CRDO Daily ETF
• LRCU – Tradr 2X Long LRCX Daily ETF

These funds reset their leverage daily, giving you fresh 2X exposure each trading day. When these infrastructure stocks move 5% on earnings or sector news, the leveraged ETFs target 10% moves, before fees. In addition, the ETF wrapper presents a more simplified alternative to using options, which can be confusing when trying to pick a strike price and tenor.

If you plan on trading these leveraged ETFs, remember:

• Daily reset: Performance targets apply to single trading days only
• Volatility cuts both ways: Leverage amplifies both gains and losses
• Active management required: Designed for traders monitoring positions, not passive investors
• Concentration risk: Single-stock ETFs provide no diversification

The hyperscaler AI buildout represents a multi-year, multi-billion-dollar investment cycle. These three infrastructure enablers offer traders a way to capitalize on the theme with 2X leverage for high-conviction plays on the sector's direction.

Leveraged ETFs Involve Significant Risks

Tradr ETFs are for sophisticated investors and professional traders with high conviction views and are very different from most other exchange-traded funds. Know the risks before you invest. The significant risks of leveraged and/or inverse ETFs include the risks of leverage, derivatives, and/or other complex investment strategies that they employ. These investments are designed for short-term trading for investors seeking daily, monthly or quarterly leveraged investment results.

Investors in the fund should: (a) understand the risks associated with the use of leverage; (b) understand the consequences of seeking daily, calendar month and calendar quarter inverse and leveraged investment results; (c) for short ETFs, understand the risk of shorting; (d) intend to actively monitor and manage their investment. Fund performance will likely be significantly different than the benchmark over periods longer than the specified reset period and the performance may trend in the opposite direction than its benchmark over periods other than that period.

The Funds seek leveraged investment results over a specific period and are intended to be used as short-term trading vehicles. The Funds pursue leveraged investment objectives, which means they are riskier than alternatives that do not use leverage because the Funds magnify the performance of their underlying security. The volatility of the underlying security may affect a Fund’s return as much as, or more than, the return of the underlying security.

The Fund will not attempt to position its portfolio to ensure it does not gain or lose more than a maximum percentage of its net asset value on a given trading day. As a consequence, investors in a Fund that seeks two times daily performance would lose all of their money if the Fund’s underlying security moves more than 50% in a direction adverse to the Fund on a given trading day.

ETFs involve risk including possible loss of principal. There is no assurance that the Fund will achieve its investment objective. Principal risks and other important risks may be found in the prospectus.

Investors should carefully consider the investment objectives, risks, charges and expenses of the fund before investing. To obtain a prospectus containing this and other important information, please visit www.tradretfs.com to view or download a prospectus online. Read the fund’s prospectus carefully before you invest.
Distributed by ALPS Distributors, Inc, which is not affiliated with AXS Investments or its Tradr ETFs. AXI000772

The above is sponsored content. Barchart was paid up to thirty thousand dollars for placement and promotion of the content on this site and other forms of public distribution covering the period of October - December 2025.  For more information please view the Barchart Disclosure Policy here.