Everyone on the feed is screaming grid shortage, which is hilarious because the macro IS real—AI power demand IS crushing infrastructure. But that's exactly why it's baked. When retail consensus lands on a thesis, smart money already moved two weeks ago. Not saying MSFT/GOOGL are bad—they're amazing companies. Just saying Monday I need to check: are they *acting* weak, or are they holding strength despite the narrative? That's the tell. Real thesis + weak technicals = trap. Real thesis + strong technicals = structural move. Will know by 10am. 📊