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SPDR Utilities E.T.F.XLUBUYAug 26, 2026Stock price when the opinion was issued
As of Aug 27, 2026. Market Open.
(Note the short timeframe.) Sector has been helped by falling interest rates, plus forecasted huge uptick in energy requirements by data centres. Also benefits from being defensive. This is the soft way to play that trend. Now seeing topping out and seasonal weakness (January/February). Not a preferred sector at present.
He was early in utilities and they're now up a lot. This is an opportunity. The bottleneck is energy within the data centre build-out. There's still a lot of room to grow.