Why "AI Coming for Your Job" is Not a Bad Thing· Aug 5, 2025
Even if AI valuations are frothy, the most durable, investable spillover is rising electricity demand and grid/datacenter electrification capex that benefits utilities and electrical infrastructure alongside selective semiconductors.
Position Reasoning
Electrical equipment and power management are key picks-and-shovels for data centers, factories, and grid upgrades implied by rising AI electrification.