Author argues AI energy infrastructure via uranium and copper ETFs offers dividend yield with less correlation to tech, comparing URA, COPX, SMH, and QTUM over 20 years.
URA — LONG The author argues nuclear is the only clean, dense baseload power source capable of powering AI data centers, citing the Microsoft/Constellation deal as a catalyst. They recommend URA, an ETF holding uranium miners and industrial giants, as a way to gain AI demand exposure while collecting a ~4.14% dividend yield. The stated risk is that URA had the highest volatility at 36% and is not a bond proxy but a cyclical commodity play.
Nuclear is the only baseload power source clean enough and dense enough to power AI data centers (see Microsoft/Constellation deal).
COPX — LONG The author argues you cannot transmit power without copper and that there is a structural shortage, making copper miners a levered play on AI infrastructure. They recommend COPX, an ETF holding copper miners, because miners have operating leverage: when copper prices rise, their cash flow and often their dividend explodes, offering a ~2.48% yield.
You can't transmit power without copper. There is a structural shortage.
This Reddit post, published January 11, 2026, features u/MoneySketchTV discussing URA, COPX. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: u/MoneySketchTV · Tickers: URA, COPX