How Mark Roussin, CPA’s view on $AIPO changed

2026-10-06Bullish
“4 ETFs to BUY for the Rest of 2026”
AIPO offers a high-risk but potentially asymmetric long-term exposure to AI energy and infrastructure needs.

AIPO provides me with a focused bet on the enormous energy and infrastructure requirements of artificial intelligence. and AIPO will get the remaining 15%. why is AIPO the smallest?

Because it is the highest- risk fund on the list.

But if you were to ask me which exchange-traded fund has the most interesting long-term asymmetric feature, it would probably be the AI PO. Because the energy problem created by artificial intelligence is not something we will solve in the next quarter or even next year.

We may be talking about investments in networks, generation, cooling, data center infrastructure, and electrical equipment for several years.