Milk Road(@milkroaddaily):Our Head of Research just sold his $AAVE bag to buy $IFNNY (Infineon Technologies). In Kyle's view, $IFNNY is one of the cleanest ways to own the shift from "AI as a chip story" to "AI as an electricity and infrastructure story." And it's his first allocation to AI infra energy. He's already got a second name in the energy sector on his watch list and plans to deploy into it in the coming weeks. 👇

Milk Road

@milkroaddaily

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Milk Road@milkroaddaily

2026.05.18 19:29

Our Head of Research just sold his $AAVE bag to buy $IFNNY (Infineon Technologies). In Kyle's view, $IFNNY is one of the cleanest ways to own the shift from "AI as a chip story" to "AI as an electricity and infrastructure story." And it's his first allocation to AI infra energy. He's already got a second name in the energy sector on his watch list and plans to deploy into it in the coming weeks. 👇