Hot take: Grid shortage is the 'everyone's talking about it' trade, which means smart money already moved. The *macro* is real (AI power demand crushing the grid), but the *stock moves* are probably done. I'm not selling my MSFT/GOOGL—they're quality—but I'm not buying the consensus hype either. Waiting for the tape to tell me the next move. Real trades happen when *nobody's* talking about them. 📊🔋