Welcome to $WIRE (+4,67%) to my portfolio. I'm curious to see how it performs against the $XDG7 (+1,96%) performs. I might do a comparison after a year. The winner will stay and the loser will be reallocated. Until then, both will be fed equally via a savings plan.

What do you think of the $WIRE (+4,67%) advertised in the GQ newsletter? I find the composition exciting and instead of finding a great pick, it's certainly a good choice for the topic in my eyes.

I have been invested in the $XDG7 (+1,96%) which covers similar companies. Great performance so far. If the $WIRE (+4,67%) performs similarly or better, I think I would consider a switch.

Both are accumulating btw.

To round off my setup on the topic of the AI energy boom, I have added to my portfolio alongside $GEV (+5,36%) and $ENR (+6,63%) a little. Both cover the macro grid infrastructure and benefit from higher forecasts.

$WIRE (+4,67%) Bought to further overweight GEV and Siemens Energy as a base.

$2308 Delta Electronics, also via the $FLXT (+4,95%) Taiwan Index. Delta supplies power management and power supplies at the server rack level, which is important for AI clusters.

$RR. (+1,03%) Rolls Royce is the operational complement. Provides the decentralized link directly at the interface to the data center (emergency power, compact gas power plants. Good backup to Siemens and GEV.