VDE

These two in pairs would effectively be bets on energy infrastructure and digital infrastructure.

It seems weird to say that an energy ETF and a data center ETF would compliment each other but really, they do in this instance. They address the supply and demand of the electrification/AI boom.

VDE is going to be much like any Canadian energy ETF. Cyclical and volatile to energy prices. DTCR is going to be more sentiment based. As long as the continued momentum of data center and AI infrastructure continues, there will be tailwinds. My only issue in that regard is a lot of the underlying companies in DTCR are quite expensive, priced to perfection in my opinion.