Industrial and infrastructure stocks may soon share the spotlight with the artificial intelligence trade. According to ETF Action's Mike Atkins, there's a bullish setup taking shape due to both policy and consumer trends. His prediction comes during a volatile month for Big Tech and AI stocks. "You're seeing kind of the old-school infrastructure, industrial products that have not done as well over the years," the firm's founding partner told CNBC's "ETF Edge" this week. "But there's a big drive.