@Raven4212 At the core, energy pricing is still a risk-transfer mechanism. Regardless of the external environment, companies price uncertainty ahead of time through futures curves, inventories, and hedging.
@TooTrill4Thiss Exactly. If you can't move the clusters, you bring the grid to them. Everyone talks about compute, but the real bottleneck is power. Looking at your list, you’ve picked the ultimate gatekeepers for this tech wave. Solid plays.