Sep. 10 at 5:31 AM
Really like
$AIRR down here for the long term. AIRR is basically a concentrated bet on the resurgence of American industry. It owns small and mid cap U.S. companies involved in manufacturing, infrastructure, construction, transportation, defense, and related services.
if you’re specifically bullish on U.S. reindustrialization + defense + infrastructure + electrification + AI-driven power demand, I’d argue AIRR is one of the more interesting thematic ETFs for a 5 - 10+ year horizon.
AI needs physical infrastructure.
AI isn’t just software. Data centers need massive amounts of electricity, power equipment, construction and engineering. AIRR gives you exposure to the companies making that infrastructure possible.
America is rebuilding its industrial base.
AIRR is positioned around manufacturing, infrastructure, construction, transportation and defense the companies actually building America’s next industrial cycle.
