I at least seem to have some beliefs about how big of a deal AI will be that disagrees pretty heavily with what the market beliefs [...] I feel like I would want to make a somewhat concentrated bet on those beliefs with like 20%-40% of my portfolio or so, and I feel like I am not going to get that by just holding some very broad index funds...
Fidelity allows users to purchase call options on the S&P 500 that are dated to more than 5 years out. Buying those seems like a very agnostic way to make a leveraged bet on higher growth/volatility, without having to rely on margin. Though do note that they may require a lot of liquidity, depending on your choice of strike price.
They also have very low trading volume, with a large gap between bids and asks. Buying them at a good price may be difficult.
Fidelity allows users to purchase call options on the S&P 500 that are dated to more than 5 years out. Buying those seems like a very agnostic way to make a leveraged bet on higher growth/volatility, without having to rely on margin. Though do note that they may require a lot of liquidity, depending on your choice of strike price.
They also have very low trading volume, with a large gap between bids and asks. Buying them at a good price may be difficult.
I have some of those in my portfolio. It’s worth slowly walking GTC orders up the bid-ask spread, you’ll get better pricing that way.