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The YouTuber suggests buying GRID, allocating 10% of his AI industrial stack portfolio. He considers it the most underrated trade, targeting the electrical constraint by investing in companies building the modern power grid. He emphasizes that transformers and substations are backordered for years, making this essential for AI's functionality.
“I'd also be putting another 10% into the First Trust Smart Grid ETF of GID. This is probably the most underrated trade in the entire stack because transformers and substations are backordered for years. If the grid doesn't work, then AI doesn't work.”