GRID Rode The AI Wave Higher. Now Comes The Harder Part (Downgrade)

Group 1 - AI infrastructure stocks have performed strongly, with the First Trust NASDAQ Clean Edge Smart Grid Infrastructure ETF (GRID) returning 32% since early January 2025, outperforming the iShares All-Country World Index ETF [1] - The performance of AI infrastructure stocks indicates a growing interest and investment in this sector, reflecting broader market trends [1] Group 2 - The article emphasizes the importance of thematic investing and the role of macro drivers in asset classes such as stocks, bonds, commodities, currencies, and crypto [1] - The narrative highlights the need for evidence-based storytelling using empirical data to engage investors effectively [1]