While we’ve seen the successes and maybe even the pinnacles of stock performance of the AI sector in companies like PLTR and NVDA, it begs the question as GOOG, MSFT, and AMZN follow suit in expanding, where is this enormous amount of power needed to operate going to come from?
AMZN already has strategically placed a fleet near Three Mile Island where as it happens, MSFT has a deal with CEG to rehab a portion of over the next 2-10 years.
So I guess my question is this: is it wise to DCA an ETF like NLR into my portfolio? Expense ratio of .64% seems high but overall reasonable with seemingly acceptable dividends.
I feel overly confident and need you guys to bring me down a peg on this one.