The AI memory trade isn't just taking the U.S. by storm, as seen in CXMT's Shanghai debut that led to a 466% surge in its first day of public trading. @CharlesSchwab's Michelle Gibley says the development shows China as the clear second place AI market behind the U.S. as it and other economies bolster AI outlooks. She explains how investors can balance their portfolios and why those exposed to index-based securities may not be as diversified as they think they are.