A New Growth Sector for Explosive Gains? by Adam Khoo

The podcast explores the utility sector's transformation into a growth area due to the AI revolution and electrification trends. Traditionally a slow-growth sector focused on dividends, utilities are now experiencing increased demand driven by data centers, electric vehicles, and reshoring of factories. This surge is prompting a shift towards independent power producers (IPPs) that can capitalize on unregulated market rates, particularly those with nuclear power. While individual IPP stocks carry risks like overvaluation and lack of economic moats, ETFs like AIPO and UTES offer diversified exposure to this evolving sector, balancing growth potential with risk mitigation.