Veytics Intelligence
2026-09-21 · Yahoo

Prediction: This Underappreciated ETF Could Be the Biggest Winner of the Next 10 Years

My prediction for one of the biggest winners of the next decade isn't an artificial intelligence (AI) ETF. It doesn't own Nvidia, Microsoft, or any of the semiconductor stocks. Instead, it invests in something that the AI revolution can't happen without: energy. More specifically, uranium. That's why I like the Sprott Uranium Miners ETF (NYSEMKT: URNM). The International Energy Agency (IEA) predicts that global data center electricity consumption will increase to roughly 945 terawatt-hours in 2030. That would be more than double the demand from just six years earlier. Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005.

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