AI keeps talking about power shortages every day, but before the power even arrives, $Global X Uranium(URA.US), $Solaredge Tech(SEDG.US), $NeoVolta(NEOV.US), and $Defiance AI & Power Infrastructure ETF(AIPO.US) have already been set on fire—the endgame of selling shovels is selling electricity, and going around in circles does make some sense.
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