Hook

Their other posts in the index, biggest breakout first.
My read on 2026 is markets are rotating out of pricey AI software names into real world infrastructure that makes AI possible. Think companies a couple layers deeper than just Nvidia. That index doesn't exist yet, so I built it. Four sleeves, each targeting a bottleneck. I overweight what's leading and only hold picks and shovel businesses, the ones that get paid every time AI expands. Photonics to move the data, energy to power the data centers, semiconductors as the core hardware layer, and critical minerals under the grid and the chips. But that was the easy part, because trying to execute the strategy is an actual nightmare, cause imagine manually rebalancing 15+ tickers when the market's swinging 10% a day. But now with Questrade's new product I can wrap my whole thesis into one custom index, same conviction, one place to manage it with just a few clicks. My index doesn't need to be your index, you can start from my template and make it completely your own. Swap the names, shift the weights, build towards your view of the future. Right now if you open a custom indexing account at Questrade and link your index to it, you're also entered to win a luxury getaway and a decade of TFSA contributions.