GR GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund Loading... : Bullish and Bearish Analyst Opinions

Hold power infrastructure for AI tailwinds.

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.

Gromen explicitly mentions he has a "very large position in electrical infrastructure equities" and names the "PAVE ETF" and "GRID ETF" as examples of well-positioned assets. Regardless of war or interest rates, the US is forced to modernize its grid and reshore manufacturing. This spending is non-discretionary and structural, providing a floor for these companies even in a recession. LONG US Infrastructure and Grid modernization plays. Supply chain disruptions preventing materials from reaching these projects.