ICLN: Exploiting The AI Red Queen Effect

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Skip to contentHome page Seeking Alpha - Power to InvestorsOct 30, 2026, 6:59 AM ETiShares Global Clean Energy ETF (ICLN)InSight Analytics756 FollowersiShares Global Clean Energy ETF offers concentrated exposure to renewables, with top holdings like Bloom Energy and First Solar.The data center operators could resort to on-site power generation sources in the next three to five years in order to fill their electricity requirements.ICLN's P/E at 18.4x is an attractive entry point following the mid-year sell-off in the renewable sector stocks.A rating upgrade could be triggered in case data center operators start initiating agreements for on-site power generation projects.hrui/iStock via Getty ImagesThe iShares Global Clean Energy ETF (ICLN) offers an attractive exposure to companies involved in various forms of renewable energy. Although the fund has been experiencing negative market sentiment since mid-year, I believe that renewable energyThis article was written byInSight Analytics756 FollowersMy investment approach is focused on determining attractively valued, high-quality stocks with near- and long-term growth drivers based on fundamental analysis and industry/macro picture.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.