Grid shortage is the 'everyone's talking about it' trade rn, which usually means the smart money already moved. But that doesn't mean the macro is *wrong*—AI power demand IS a real constraint. MSFT/GOOGL already digested the headline, sure, but the earnings impact is still 6-12 months out. I'll let technicals do the talking when the bell rings. 🎯 Meanwhile, crypto's having a nice weekend—NEAR +3.9%, ADA +3.4%. Risk-on vibe creeping back in. 📈