Dear Reader,
While everyone’s talking about the SpaceX trillion-dollar IPO…
Elon Musk is set to take the stage in Austin, Texas on April 22 to announce something potentially even bigger...
You see, for the last 2 years in a lab in Fremont, CA, I believe Elon and his scientists have been creating this shocking new technology.
It’s a brilliant never seen before technology that could completely reinvent how SpaceX launches rockets and Tesla powers cars– in fact…
As you’ll see, what Musk has been creating is so mind-blowing…
It could completely reinvent technology as we know it… from laptops to smartphones, MRI machines, you name it.
Handing early investors 10X, 20X, even 50X returns over the next two decades in the process.
Now, I know that sounds crazy.
I thought so too, until I saw this patent – what I call the smoking gun.
Bloomberg said this new technology “will be minting tomorrow’s billionaires.”
Listen, Elon has already reinvented the way we pay online (Paypal)… the way we drive cars (Tesla) and the way we launch rockets (SpaceX). But with this new technology, Elon has completely taken us to realm never seen before.
And I found a way to profit on this… even before the SpaceX IPO….
Click here to see it before Musk breaks this story.
Regards,
Ian King
Chief Strategist, Strategic Fortunes
3 Straightforward ETF Plays to Build AI Exposure Into a Portfolio
Author: Nathan Reiff. Publication Date: 3/2/2026.
Key Points
- NVIDIA's strong Q4 results cap a banner 2025 for AI, suggesting the industry's rapid expansion still has room to run and investors can still find entry points.
- AI infrastructure ETFs like TCAI and AIPO offer diversified, low-effort exposure to the energy, data center, and technology companies powering the AI buildout.
- KraneShares' KOID fund targets the emerging humanoid robotics market, a space Morgan Stanley analysts project could reach $5 trillion in annual revenue by 2050.
- Special Report: Elon Musk's $1 Quadrillion AI IPO
Exceptional Q4 earnings and an impressive finish to 2025 for tech leader NVIDIA Corp. (NASDAQ: NVDA) suggest the AI phenomenon isn't slowing down. Despite concerns of a bubble, AI continues a rapid expansion that few sectors can ignore. For investors, there may still be time to establish positions in AI companies to benefit from that growth, even though many names in the space have already rallied sharply.
The AI landscape is changing quickly, and picking individual public companies to represent a broader bet can be difficult—especially for investors who don't track developments closely. Fortunately, a number of straightforward AI-focused exchange-traded funds (ETFs) offer different ways to access the industry with a single, lower-effort investment. Not all of these funds are the same, however, and a few newer entrants warrant attention.
AI Infrastructure Investments at a Fairly Reasonable Cost
The rise of the "Useless Class" (Ad)
Famed historian Yuval Noah Harari recently issued a warning that should send a shiver down the spine of every American. He predicts the emergence of a massive new useless class. These aren't just people who are temporarily unemployed. These are people who have become economically irrelevant. As Luke Lango and I just exposed in our recent interview, we have reached the singularity. For the first time in 250 years, intelligence has been decoupled from labor. During America's first 1776 moment, the steam engine replaced muscle. In this new 1776 moment, AI is replacing the human mind.
This is why you see the Magnificent 7 tech giants adding trillions in value while the real economy feels like it's in a death spiral. The divide is widening. On one side: the useless class who cling to old-world skills. On the other: the new aristocracy who own the assets of the technological republic. Luke and I have identified the three specific money moves our research indicates you must make to ensure you stay on the winning side of this divide.
An AI-centered ETF might seem unexpected from Tortoise Capital, which is better known for energy strategies. The Tortoise AI Infrastructure ETF (NYSE: TCAI) aims to expose investors to the infrastructure that powers AI, making it an energy-adjacent play. TCAI's active management targets companies across three related categories: energy, data centers, and technology.
That approach gives TCAI exposure to three distinct—but interdependent—components of the AI ecosystem. Energy positions include companies that provide electrical power, such as Constellation Energy (NASDAQ: CEG). Data-center firms such as Vertiv Holdings Co. (NYSE: VRT) form the second component, while firms developing infrastructure technology make up the third. In total, TCAI holds roughly four dozen names.
Launched in August 2025, TCAI has delivered about 27% year-to-date (YTD). The fund's active management comes with an expense ratio of 0.65%. As a newer ETF, TCAI is still small, with assets under management (AUM) of $79 million and a one-month average trading volume under 38,000 shares.
An Alternative to TCAI With a Higher Asset Base and Trading Volume
The Defiance AI & Power Infrastructure ETF (NASDAQ: AIPO) offers another route to AI infrastructure exposure. It tracks an index of companies in AI hardware, data centers, and power infrastructure, so it should benefit from growth across the support network that enables AI.
AIPO overlaps with TCAI in several holdings but casts a wider net, with an emphasis on utilities and construction names across roughly 60 holdings. Despite the broader roster, AIPO is relatively concentrated: about four companies account for roughly one-third of the fund's assets.
Since launching in July 2025, AIPO has amassed nearly a quarter-billion dollars in AUM and trades far more actively than TCAI, with a one-month average volume of about 340,000 shares. It has returned more than 21% YTD, slightly trailing TCAI. AIPO's expense ratio of 0.69% is fairly comparable to TCAI's 0.65%, giving investors at least two solid ETF options for AI infrastructure exposure.
A Comprehensive Bet on Humanoid Robots
The KraneShares Global Humanoid and Embodied Intelligence ETF (NASDAQ: KOID) takes a different tack, targeting companies that design, build, and enable "embodied intelligence"—including humanoid robots and related systems. This niche sits at the intersection of AI, advanced materials, and machine learning and could benefit multiple industries. Morgan Stanley analysts have estimated the space could reach $5 trillion in annual revenue by 2050.
KOID's holdings span semiconductor makers, actuation and mechanical-systems firms, sensing-hardware companies, and manufacturers—so it is not a pure AI play but is closely tied to the AI-driven robotics ecosystem.
KOID carries an expense ratio of 0.69% (in line with AIPO) and has returned more than 15% YTD. Based on its first and only dividend to date, KOID also offers a modest dividend yield of 0.87%.
FuelCell Energy Is Burning Cash Faster Than It's Building Momentum
Author: Thomas Hughes. Publication Date: 3/10/2026.
Key Points
- FuelCell Energy's Q1 2026 headline revenue growth masked a significant miss on consensus and a shrinking backlog.
- Massive share dilution is funding operations with no clear path to profitability, and more capital raises are likely to follow.
- Hyperscalers shopping for co-located power have plenty of alternatives, and at least one competitor is already turning a profit.
- Special Report: Elon Musk's $1 Quadrillion AI IPO
FuelCell Energy (NASDAQ: FCEL) has potentially game-changing technology for co-located energy generation, but it has yet to prove a leadership position in the market.
Its results highlight the industry's persistent hurdles: high costs, lower efficiency compared with other power-generation methods, and the reality that most hydrogen production today is not truly green.
The rise of the "Useless Class" (Ad)
Famed historian Yuval Noah Harari recently issued a warning that should send a shiver down the spine of every American. He predicts the emergence of a massive new useless class. These aren't just people who are temporarily unemployed. These are people who have become economically irrelevant. As Luke Lango and I just exposed in our recent interview, we have reached the singularity. For the first time in 250 years, intelligence has been decoupled from labor. During America's first 1776 moment, the steam engine replaced muscle. In this new 1776 moment, AI is replacing the human mind.
This is why you see the Magnificent 7 tech giants adding trillions in value while the real economy feels like it's in a death spiral. The divide is widening. On one side: the useless class who cling to old-world skills. On the other: the new aristocracy who own the assets of the technological republic. Luke and I have identified the three specific money moves our research indicates you must make to ensure you stay on the winning side of this divide.
Based on the latest estimates, genuinely green hydrogen accounts for less than 2% of global production capacity — though that share is growing.
One clear takeaway for investors: FuelCell Energy burns many things — including cash — and that cash burn is likely to continue for years.
FuelCell Burns Cash Better Than Anything Else
Highlights from the Q1 2026 release include improvements to the balance sheet. The company increased its cash position, grew its asset base and managed liabilities, leaving it in a healthier position than a year ago. The caveat is that the modest, roughly 5% year-to-date equity improvement came at a high cost. Management has been using equity sales to fund operations, diluting shareholders and increasing the share count by about 2.4x over the trailing 12 months — a significant headwind for the stock that is unlikely to disappear soon.
Share issuance may slow in coming quarters, but the company noted additional sales have continued since the quarter closed. The outlook for profitability remains weak: while growth is expected to accelerate as capacity and infrastructure scale up, meaningful profitability isn't expected until well into the next decade. The main question is when FuelCell will need to raise more capital — and the answer is likely sooner rather than later.
The biggest obstacle is infrastructure. Building and operating hydrogen distribution and storage is costly and complex. Hydrogen's low volumetric energy density means it must be compressed or liquefied for transport and storage, adding expense and complexity. By contrast, natural gas benefits from a far more advanced infrastructure system, gaining momentum in 2026. Management plans to invest up to $30 million in new capacity — nearly 10% of the cash balance — with further expansion dependent on demand and financing.
Slim Support for FCEL Stock Price
Analyst sentiment reflects the stock's challenged outlook and dilution risk. MarketBeat data show a consensus Reduce rating, with no covering analysts currently issuing a Buy, and price targets have been drifting lower.
The Street's consensus implies only modest upside, leaving limited margin for error. A $6 low target was set after the release, and there is little evidence the downtrend has ended. FuelCell needs to demonstrate tangible momentum, or the bottom could give way further.
Institutional trends look constructive on the surface but may be misleading. While the data show some accumulation, total institutional holdings remain modest — roughly 40% — and recent buying could be related to short-covering. Short interest has fallen substantially from peak levels, but that decline has been gradual as short positions were closed out.
Current data show about 6% short interest, which is still meaningful and could weigh on the stock if short sellers return, especially if expectations for further capital raises increase.
Competition Gains Momentum, FuelCell Doesn't
FuelCell's Q1 release looked solid at first glance, but a closer read exposes weaknesses. Revenue rose 61% year-over-year, but that compares against a weak prior-year quarter. Sequentially, revenue fell sharply — roughly 25% below consensus — and is only average relative to long-term trends. Backlog declined by nearly 11%, suggesting the risk of continued deceleration rather than the pickup investors want to see.
There is a potential bright spot. FuelCell's products produce high-quality thermal energy that can power absorption chillers and provide hot water for water-cooled rack systems in data centers. The company says it has submitted 1.5 GW in power proposals to data-center customers — a growing market — and it is now waiting to see which hyperscalers commit.
The risk is that hyperscalers seeking cheap, colocated power and cooling support have many options. Competition is fierce, and other technologies are gaining traction. While small modular reactors (SMRs) are a long-term target for colocated power, near-term momentum is visible in companies like Bloom Energy (NYSE: BE), whose technology is commercially proven. Bloom's revenue shows clear growth, and it reached profitability in late 2024.
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