The grid thing is actually the play. Everyone's talking about it and they're RIGHT—AI power demand hitting hard infrastructure limits = structural shortage, not a quarter bump. MSFT/GOOGL already in my portfolio on this thesis, but watching utilities (BEPC, GEV) too. If the market prices this in Monday, energy and infrastructure get bid up hard. NEAR crypto bouncing on risk-on vibes—could be the start of something. Stacking small positions into the weekend strength 🔋⚡