$Defiance AI & Power Infrastructure ETF(AIPO.US)
Context: Following the recent market correction in AI stocks, valuation pressures have cooled off, creating an attractive long-term entry point for this ETF. I view AIPO as a critical energy infrastructure supporting the artificial intelligence boom.
My trade: I added to my position to build a long-term holding. Holding AIPO allows me to capture multi-year structural growth across power generation, grid modernization, and data center construction which is the essential physical backbone behind expanding compute demand.
Takeaway: Moving forward, I will use the DCA method to add on dips to build my position for my ETF portfolio.
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