Bloomberg came out with trade ideas for 2026 and the top one was a palladium trade on AI stocks. That sounds like a dispersion or correlation trade, which I understand, but as presented is institutional only.
Who is trying to put on an AI dispersion trade, say for the Magnificent 10 or the next tier down, e.g. memory? If so how would a retail investor execute with 50-100k at risk. I am on IBKR in case that matters.