If you had $100K to ride the AI boom, how would you invest?

Considering allocating $100K to ride the AI boom, with a risk window until the first major AI infrastructure projects start delivering in 2027 or failing to deliver :-) The target timeframe is around 9 months, with a hypothetical 15% gain or loss.

Existing long-term exposure includes Google and Microsoft, covering large tech. Additional potential investments could include companies like ASML, TSMC, and Micron for more specialised AI-related plays.

It is interesting to explore how investors might approach AI opportunities over the next year and the types of strategies that could be applied in this space.