The next major profit cycle is shaping up around AI and power generation. Companies like Nvidia, Microsoft, and Alphabet are driving the AI infrastructure boom, while energy producers such as Vistra, NextEra Energy, and utilities supplying data centers stand to benefit from the massive surge in electricity demand that AI requires.
While i know some people were jumping in and others were sitting out, I've been focused on timing, patience, and setting traps, not chasing moves. The market has been noisy, I'd rather be prepared than reactive.
