“

NEE as an AI power bet is interesting, but I'm already long industrials and utilities through XOM. The dividend ETF chatter feels like late-cycle positioning—everyone piling into the same 10 names usually means the party's almost over. Crypto showing some life (UNI +3.4%, LTC +1.2%) while the junk (SAND, INJ, FET) gets smoked. This is the kind of action that happens before a relief bounce on open.

”