Defiance Investments

Data centers consumed 4.4% of U.S. electricity in 2023, with projections showing that figure could nearly triple by 2028. As AI and cloud computing ramp up, energy demand is soaring—driving electricity prices up to 267% near major data hubs. Sylvia Jablonski, CIO of Defiance Investments, puts it clearly: “Power, grid upgrades, and thermal management are now as critical as the chips themselves.” With regions like Virginia and Oregon leading the charge, energy efficiency and smart infrastructure design aren’t just nice to have—they’re essential. The recent executive order accelerating approvals for large data centers highlights how vital this sector is to economic growth and national security. At Defiance Investments, we believe infrastructure innovation is a key piece of the AI revolution. #AI #DataCenters #EnergyInnovation #Infrastructure #Investing #DefianceInvestments #technology #ETFs #techstocks #tech #stockstowatch #stockstobuy #stockmarket #stockmarketnews

Defiance Launches $IRE: The First 2X Long ETF for IREN Limited Click link to read the press release and view important disclosures. https://lnkd.in/ddAJjpEg

 Investing involves risk. Principal loss is possible Distributed by Foreside Fund Services, LLC. An investment in the Fund is not an investment in IREN Limited. $IREN

Defiance Launches $MPL: The First 2X Long ETF for MP Materials, Inc. Click the link to read the press release and view important disclosures. https://lnkd.in/dzFcR8xS Investing involves risk. Principal loss is possible. Distributed by Foreside Fund Services, LLC. An investment in the Fund is not an investment in MP Materials Corp. $MP

Defiance Launches $QSU: The First 2X Long ETF for QuantumScape Corporation Click the link to read the press release and view important disclosures. https://lnkd.in/dCDrAH_J Investing involves risk. Principal loss is possible. Distributed by Foreside Fund Services, LLC. An investment in the Fund is not an investment in QuantumScape Corporation. $QS

What began as excitement around AI applications has evolved into one of the largest infrastructure investment cycles in decades — and it's only accelerating. As Defiance Investments CIO Sylvia Jablonski puts it in the latest Quantum Leap newsletter, we're in the midst of a full-scale race to build the physical and digital backbone needed to power AI — from semiconductors and data centers to power generation and the commercial emergence of quantum computing. The numbers are staggering: 💰 $375 billion projected global AI infrastructure spend in 2025 ⚡️ Data centers could soon consume up to 12% of U.S. electricity 🧠 Quantum breakthroughs are bringing trillion-dollar opportunities into view This isn’t hype — it’s a structural transformation. And it’s creating real, diversified opportunities across semis, cloud, data center REITs, power utilities, and frontier tech. 👉 Read the full issue of The Quantum Leap today! #technology #stockmarket #AI #Infrastructure #QuantumComputing #Investing #Semiconductors #DataCenters #DefianceInvestments #TheQuantumLeap #techstocks #ETFs #investingtips #stocksotwatch #stockstobuy #tech

The AI arms race just hit a new level. In the latest edition of The Quantum Leap, our Defiance Investments CIO Sylvia Jablonski breaks down the largest data center acquisition in history — the $40B deal for Aligned Data Centers, backed by BlackRock, Microsoft, NVIDIA, and xAI — and what it means for investors. "We’re not seeing isolated bets on AI anymore. We’re witnessing systematic, multi-billion dollar infrastructure buildouts across every layer of the AI stack." — Sylvia Jablonski, CIO 💥 What’s inside this week’s issue: ✅ Microsoft’s new AI supercluster delivering 92 exaFLOPS ✅ OpenAI & Broadcom’s 10 GW custom silicon partnership ✅ Oracle’s push into zettascale AI compute ✅ Why vertical integration is the key to AI dominance ✅ Where the real investment opportunities lie in the $600B AI buildout 📩 Read & subscribe to The Quantum Leap — a weekly breakdown of the most important themes shaping next-gen tech and AI investing. #AI #infrastructure #investing #data #techtrends #artificialintelligence #TheQuantumLeap #quantumcomputing #technology #ETFs #stocks #stockstobuy #stockstowatch #investingtips #newsletter #stockmarket #finance #techstocks

Defiance Launches $LMNX: The First 2X Long ETF for Lemonade, Inc. Click the link to read the press release and view important disclosures. https://lnkd.in/d-24iS5z Investing involves risk. Principal loss is possible. Distributed by Foreside Fund Services, LLC. An investment in the Fund is not an investment in Lemonade, Inc.

In the latest edition of The Quantum Leap, Defiance Investments' CIO Sylvia Jablonski shares a powerful message: “What strikes me most about this market environment is how innovation has become the primary growth driver, not just monetary policy.” As quantum computing gains more real-world credibility, with breakthroughs from IonQ, Rigetti Computing, IBM, and Harvard University, we’re seeing a fundamental shift in how markets value technological progress. 📈 With the Nasdaq-100 up +45% over the past six months, it’s clear: investors are leaning into next-generation computing, not just riding the AI wave. 💡 Quantum is no longer just a research frontier—it’s a strategic, high-growth opportunity. 👉 Subscribe to The Quantum Leap to stay ahead of the innovation curve. #QuantumComputing #AI #InnovationInvesting #DefianceETFs #NextGenTech #ETFInvesting #MarketUpdate #SylviaJablonski #FutureOfTech #ETFs #finance #stockmarket #marketnews #investingtips #technology #techstocks #technews

Defiance Launches $RGTZ: The First 2X Short ETF for Rigetti Computing Inc Click the link to read the press release and view important disclosures. https://lnkd.in/dTwxRf9w Investing involves risk. Principal loss is possible. Distributed by Foreside Fund Services, LLC. An investment in the fund is not an investment in Rigetti Computing, Inc.

Defiance Launches $QBTZ: The First 2X Short ETF for D-Wave Quantum Inc Click the link to read the press release and view important disclosures. https://lnkd.in/dkKaaC9f Investing involves risk. Principal loss is possible. Distributed by Foreside Fund Services, LLC. An investment in the Fund is not an investment in D-Wave Quantum Inc.