JFC. I have XLU shares/LEAPs and they are the boringest boring defensive thing in my port. This 9-part GPT vomit is not making me more excited about them

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#TLDR --- **Ticker:** XLU **Direction:** Up **Prognosis:** Jan 2027 $60 LEAPS **Bottleneck:** Physics (You can't Amazon Prime a substation) **Thesis:** AI runs on electricity, not vibes. New GPU clusters require ungodly amounts of power, and the US grid is ancient. Tech giants are panic-buying power contracts. While everyone fights over SaaS stocks, utilities have a monopoly on the actual fuel for the AI revolution. Rate cuts plus massive capex spending means this "boomer" sector is about to rip.

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