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Originally Posted by cabmandone
I've been looking into data center focused ETF's. My head hurts! I'm trying to find an ETF that invests in data center infrastructure but there's a lot to sort through. It's easy to find the ETF's holding companies like NVIDIA, AMD etc. but that's not what I'm looking for. I'm having a hard time finding one that invests in the energy side of data centers. Most of the ETF's related to energy invest in companies like AEP or other big name power providers.
I've never gone for the paid subscription stuff but I'm wondering if Morningstar and Seeking Alpha might not be a bad thing to pay for this year.
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Morningstar is not that useful in my opinion. Granted I already have all the financial data from other sources.
Seeking Alpha is useful, you can pretty quickly get a sense of the bull and bear cases for a stock, see related news and company earnings presentations and read transcripts of earnings calls. The opinions on a given stock will be all over the place of course, but it’s good to read different views. And it’s only about $300/yr.