Subject: Re: Funding the AI Bonanza

The only thing we don't know is *when* to short them, not if....

Or try to avoid the sector entirely. Settle for decent total return, in stead of shooting for the moon all the time.

Recently, I saw a list of the top five electric utilities with AI center exposure. I hold three of them. (insert squirming sound) Then, one of them, Next Era Energy, announced it was going to buy one on the list I do not hold, Dominion, to increase it's exposure to data centers (dial squirming up to eleven)

Steve