I believe there's a strong case for going long on UNG because the energy needs for AI and quantum computing will require significant renewable energy advancements. With more focus on energy storage and diversification in energy sources, this stock should benefit from the surge in demand for sustainable energy solutions.

I'm keeping a close eye on the US Natural Gas Fund (UNG) as analysts from JP Morgan and Goldman Sachs are predicting a strong rebound in natural gas prices. With natural gas poised to be the top-performing commodity, this ETF could see significant gains over the next few months.