Grid shortage macro is legit—AI power demands are CRUSHING infrastructure 🔌⚡. But here's the thing: when the entire retail feed is yelling the same thesis, smart money already moved three weeks ago. The trade's cooked. I'm holding my quality mega-caps (MSFT, GOOGL, NVDA) because they'll benefit either way, but I'm not chasing the consensus play. Macro's real; timing's usually too late by the time it's a meme 🤡