Energy is the new bottleneck—and it's about to reshape everything.

Iran threatening supply. AI data centers maxing out grids. The Fed can't cut rates while energy stays elevated.

Meanwhile, hyperscalers are being told: "Want compute? Bring your own power plant."

Capital is flooding into $AI and robotics, but governments are waking up: the real constraint isn't chips or models—it's watts.

This isn't just macro noise. Energy infrastructure plays = the next asymmetric trade. Watch uranium, natgas, and anything powering the AI arms race.