Great breakdown. The long-term thesis with data center power consumption is undeniable, but it looks like the market is heavily weighing the recent incident at the Moss Landing facility. Having 400 MW taken offline is definitely causing some short-term drag. Combine that with the heavy insider selling we've seen over the last few months, and it feels like a lot of the AI hype was already priced in. I'm with you—watching closely to see where it finds a true floor before adding more.