$Defiance AI & Power Infrastructure ETF(AIPO.US)

Context: Recent volatile market correction across tech and AI equities have created a valuation pullback, presenting a dip buying opportunity for me to add shares to this AIPO ETF. I remain cautiously optimistic and will add shares while managing my risk also.

My trade: I am adding to my core position in AIPO during this current correction. Accumulating shares on weakness allows me to expand my long term exposure to the utility providers, heavy equipment makers, and clean energy suppliers powering the data centers.

Takeaway:

Scaling my orders into the critical real world infrastructure during market corrections provides a much better risk adjusted entry point. This is a better way for me in my opinion than chasing momentum during rallies. However there is also the risk of catching the falling knife if there is a prolonged macroeconomic tightening.