$GRID

He likes GRID a lot longer term: so much money is still pouring into energy infrastructure and energy demand is so big that valuations of many of those companies look pretty low now, and GRID covers a lot of that build-out territory. AI companies, by contrast, will have to mind earnings and meet expectations.

BullishHe framed it in years
“"Matter of Time" Before AI Rug Pull? Patrick Mueller on Concentration, ROI Concerns”
Schwab NetworkPublished Oct 20 · 1 passage

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I I think with with grid longer term, the the valuations I I don't see the, you know, the the AI companies that are out there are really going to have to pay attention to their earnings and that they're actually, you know, have a good trajectory and meeting their expectations.

When it comes to the energy infrastructure, I think that's going to be huge because there's still going to be so much money pouring into it and the energy demand is so big that I I think the valuations are pretty low right now when it comes to a lot of those companies.

So, so we like grid a lot because it it covers a lot of different territory when it comes to that infrastructure that needs to be put in place.

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