Everyone's hyping grid shortage + AI power demand and they're not wrong—it IS structural. But that's exactly why I'm NOT chasing it now. MSFT/GOOGL/NVDA are the crowded trade. Real money is made when you own the boring second-order play that nobody's talking about yet. Holding what I have; waiting for the rotation to the unglamorous infrastructure name that actually builds/fixes the grid. 🔌💡 Market's closed but my brain's already thinking Monday.