$Invesco QQQ(QQQ)$ $NVIDIA(NVDA)$ $Broadcom(AVGO)$ $SPDR S&P 500 ETF Trust(SPY)$ $CoreWeave, Inc.(CRWV)$ $IREN Ltd(IREN)$ $Technology Select Sector SPDR Fund(XLK)$ $iShares Semiconductor ETF(SOXX)$ $VanEck Semiconductor ETF(SMH)$ $Applied Optoelectronics(AAOI)$ FERC and regulators have green-lighted faster grid connections for AI data centers that bring their own power. This is structurally bullish for the AI theme. Interconnection queues have been a real choke point. Removing this friction compounds into more megawatts coming online, more training clusters, and sustained demand across the stack.
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