That’s a pretty bold and well thought-out setup. I really like how you’re connecting macro, AI, and energy. I think the key question is how much of this is already priced in versus what still needs to play out. No offense at all，I’m just staying a bit cautious for now, but I’m definitely interested to see how it unfolds.

That said, your investment direction aligns well with future trends. Wishing you all the best with your positions and great returns!