AIPO
Defiance AI & Power Infrastructure ETF
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There are several bottlenecks, not just one. Power is definitely one, but not as simple or clean as chips or optics or copper. As you said, there are several options and ways to approach them. POW, JOUL, GRID, VOLT and to a lesser extent AIPO/TCAI and others are ETFs that focus on power in a way beyond just utilities.
I like your picks. I've held AIPO and GRID for energy infrastructure with a AI tilt and because of that, they've been dipping over the last couple months, so if that speaks to you, not a bad time to get in, unless you think the sector will fall more. XLI and FIDU have more of an industrial tilt in the space. VOLT and ZAP more electrification focused.
AIPO should be a top tier ETF if the bubble doesn't pop, but it hasnt moved an inch in months. If things start pumping again, it's got great coverage.
Thoughts on AIPO? Or just keep copying aschenbrenner's energy plays?