AI AIPO Defiance AI & Power Infrastructure ETF Loading... : Bullish and Bearish Analyst Opinions

I'm long a lot of critical minerals, REMX... I'm long AIPO, which is the AI infrastructure play. I'm long grid... I'm long pave. The AI revolution requires massive physical infrastructure, from power grids to critical minerals. Investing in the picks and shovels of AI provides a secular growth tailwind regardless of which software companies win. Long infrastructure and critical mineral ETFs to capitalize on the physical buildout of AI. Delays in government infrastructure spending or supply chain bottlenecks could slow down the growth of these sectors.