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Upturn AI Summary
Direxion Daily AI And Big Data Bull 2X Shares(AIBU)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AIBU
09/23/2026: AIBU (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Direxion Daily AI And Big Data Bull 2X Shares (AIBU) is a tactical ETF designed to provide 200% of the daily performance of the Indxx US AI and Big Data Index. It uses derivatives to achieve this leveraged exposure, making it a tool for short-term speculation rather than long-term investment. Its main strength lies in its ability to amplify returns during favorable market moves, while its primary risk is the significant impact of compounding and volatility decay, which can cause returns to diverge from the index over time. The fund is best suited for sophisticated, active traders who monitor the market closely and possess a high risk tolerance.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While it captures growth trends, the leveraged nature is often unsuitable for long-term growth-oriented portfolio construction. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors may use this fund to amplify exposure during strong, short-term sector uptrends. |
| Value investor | Weak fit | Value investors generally avoid leveraged products which are designed for short-term tactical use rather than fundamental value analysis. |
| Dividend/Income investor | Weak fit | This fund does not provide consistent income and its volatility is counterproductive to income-focused strategies. |
| Low-risk investor | Weak fit | The high volatility and leveraged structure make this fund inappropriate for risk-averse investors. |
Investor Profile
Ideal Investor Profile
The ideal investor is an active, sophisticated trader who understands leveraged products and seeks short-term exposure to the AI sector.
Suitability
This fund is strictly for active traders; it is not suitable for passive index followers or long-term investors due to volatility decay.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Leveraged funds amplify daily price swings, leading to significant potential for loss. |
| Market risk | High | Investors are exposed to the full risk of the underlying AI and Big Data technology sector. |
| Concentration | Medium / high | The fund focuses on a specific sector, meaning it is sensitive to industry-wide news and regulatory changes. |
| Tracking/expense | Medium | Daily rebalancing and derivative costs lead to performance decay over time. |
| Liquidity | Medium | Lower liquidity compared to major market ETFs can result in wider spreads during market stress. |
| Business/sector quality | Medium / high | The underlying index depends on the success of AI companies, which are subject to rapid technological shifts. |
Risk Analysis
Volatility
AIBU experiences significantly higher volatility than the underlying index due to its 2x daily leverage objective.
Market Risk
The primary risk is a decline in the value of the AI and Big Data firms held in the index, which is amplified by the fund's leverage.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Derivatives | Indxx US AI and Big Data Index — seeks 2x daily return | 98 | The fund uses swap agreements to provide double the daily exposure to a basket of AI and Big Data stocks. |
| Cash/collateral | Cash and Cash Equivalents | 2 | This small portion is held in cash to provide liquidity and serve as collateral for the swap agreements. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type ETF | Historic Profit 112.65% | Avg. Invested days 57 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/23/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 24, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $25.25M |
| Issuer | Direxion Funds |
| Expense Ratio | 1.0699999999999998% |
| Distribution Yield | 0% |
| Inception | May 15, 2024 |
Performance
| Period | Total Return |
|---|---|
| YTD | +36.14% |
| 1 Year | +28.27% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 72.83% |
| 3Y Volatility | 0% |
| 3Y Sharpe Ratio | 0 |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 21.36% |
| Large Cap | 9.33% |
| Mid Cap | 6.15% |
| Small Cap | 0.48% |
| Micro Cap | 0.47% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 80.76% |
| Communication Services | 11.13% |
| Consumer Cyclicals | 6.91% |
| Healthcare | 1.20% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 24.41x |
| Portfolio P/B | 5.78x |
| Portfolio P/S | 5.66x |
| Distribution Yield | 0% |
Top Holdings
| Holding | Weight |
|---|---|
| Microsoft | 3.09% |
| NVIDIA | 2.72% |
| Taiwan Semiconductor Manufacturing | 2.71% |
| Amazon | 2.54% |
| Alphabet Class A | 2.48% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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