$ONE$GOOGL Google bets on nuclear power—pays to upgrade a nuclear plant in Georgia, adds 96MW of capacity, and even promises customers lower electricity bills. Don’t just treat this as an ESG story—this is the energy foundation of the AI compute arms race. The S&P 500 just posted its best single day since early August; a meeting between Trump and Xi Jinping sparked a surge in risk appetite, and Morgan Stanley simultaneously named its new top stock picks for the next 12 months as institutional money shifts from defense to offense. The transmission path is clear: AI narrative → compression in U.S. equity risk premia → expectations of a weaker U.S. dollar index → if the Fed’s rate-cut window opens, liquidity spills over → BTC at $85,459 (24h +5.05%) has already voted with its feet. Next up is the catch-up rally for ETH and AI-themed alts. My take: nuclear power + AI is the toughest narrative combo for 2025. After BTC consolidates above $85K, it may test prior highs, and the alt season should kick off while BTC trades sideways. Don’t wait for the rate cut to be delivered before chasing—market front-running is the norm. Have you sized up your position in the AI sector? Share your portfolio in the comments.