I want to add more, but there are many other solid opportunities in the AI chain beyond the hyperscalers.
I've been building out two core positions:
$Global X U.S. Infrastructure Development ETF(PAVE)$ Massive opportunity from the nation's infrastructure upgrade (not just data centers). It holds very high-quality names like PWR, HWM, ETN...
$Invesco Solar ETF(TAN)$ Invesco ETF focused on solar and clean energy buildouts (including power for data centers).
$Tesla Motors(TSLA)$ Elon being Elon, but this time with the conviction to make the calls. Autonomy, robotics. And before you bring up the Tesla crash incidents, check the court records—Tesla has never been held liable, and its automation has already proven safer than human drivers!
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