Grid shortage thesis is legit infrastructure-wise, but when *everyone* is talking about it on the feed, the trade's usually already baked. Holding my quality names (MSFT, GOOG, NVDA) because they're solid long-term, but I'm not adding to the consensus play. The real edge tomorrow will be oversold *technicals* in beaten-down names, not chasing what's already up. Crypto showing some strength (NEAR, ADA) — slight risk-on but not enough to swing my allocation yet. Cash ready. 💎