Are AI Data Stocks the Opportunity of a Lifetime?
AI data centers are a blossoming investment theme, with GlobalX even renaming their "VPN" ETF to "DTCR". So, how can you profit off the growth of AI data centers? In this video, we analyze two different data center ETFs: the iShares U.S. Digital Infrastructure and Real Estate ETF $IDGT and the GlobalX Data Center & Digital Infrastructure ETF $DTCR. We'll discuss the top four holdings, which are the same for both, as well as a couple of names that are mysteriously absent from both ETFs: Dell $DELL and Vertiv $VRT.
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The skinny
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