If I Could Buy Only One High-Yield Infrastructure Investment: UTG

2026-01-31 13:05:00 ET

As anyone who regularly follows my work knows, I am very bullish on infrastructure, and in particular, the infrastructure surrounding the AI boom. This is because the U.S. is having to invest enormous amounts of money into generating and transporting the necessary, affordable, clean, and reliable power, as well as the actual data centers and other surrounding infrastructure needed to produce enough compute to compete with its peer competitor and adversary, China....

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