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The YouTuber recommends UTES, a utilities ETF focused on nuclear power, as essential for the growing power demands of AI data centers. He notes increasing inflows, a high dividend, and low volatility, expecting continued strong growth despite conservative analyst forecasts.
“this is a fund dedicated to utility companies where it is the Powerhouse of nuclear power plant owners which is exactly what all of these new data centers need in order to have consistent power with no emissions”