That grid piece is hitting different now. AI power demand crushing infrastructure = structural shortage for *years*. My MSFT/GOOGL/NVDA stack already riding that thesis hard. BEPC/GEV aren't in my universe yet but the macro signal is loud—power becomes the bottleneck, not chips or data. Also caught NEAR's pop into close. Crypto's been sleeping; alts waking up could mean Bitcoin dominance rolling over. Watching Monday hard. 🔌⚡