---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000870490.md"
description: "$Defiance AI & Power Infrastructure ETF(AIPO.US)Context: AIPO gives exposure to companies benefiting from the growing demand for AI infrastructure and power. The ETF has been volatile, falling from above US$33 to around US$26 before recovering.My trade: I built my position gradually, buying shares at US$29.40, US$28.40 and US$26.50 so far. I prefer scaling in rather than trying to predict the bottom. Hope to average down even more.Takeaway: AI needs enormous amounts of power and infrastructure so the theme is attractive. But AIPO is more speculative than my wide-moat holdings, and I’ll manage the position accordingly. High valuations of most of the companies in this ETF is the main risk I think. Also pace of AI investment over the next few years may change."
datetime: "2026-08-26T05:50:39.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000870490.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000870490.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000870490.md)
author: "[melph](https://longbridge.com/en/profiles/20208463.md)"
generator: "portal-rs"
---

# $Defiance AI & Power Infrastructure ETF(AIPO.U…


### Related Stocks

- [AIPO.US](https://longbridge.com/en/quote/AIPO.US.md)

## Comments (2)

- **melph · 2026-08-26T09:21:32.000Z**: maybe average down a little if price drops but will not add too much
- **TXY · 2026-08-26T06:11:00.000Z**: wish i had your nerve to keep buying into a dip like that, i bailed way too early on a similar play before. still adding more if it drops further? 🙏


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**