Engine Room Update: The Stack Is Live.

Nuclear is not a climate trade; it is a structural grab for 24/7 uptime in an AI world that cannot run on weather. Own the chokepoints - steam turbines, uranium supply, and HALEU enrichment - rather than betting on which SMR design wins the race - more inside.

26 kicks off with resilience: $SPX grinding fresh ATHs on rotational momentum, but distribution signals flash - fading acceleration, thin volume echoing Feb '24. Base case: ~7,200 over 4-6 wks. Short-term juice in risk assets & crypto. Then: 12%+ correction in Feb. Energy/tangibles is the edge.

SPX hits 6721 amid a sharp pullback from 6900 highs - welcome to Range Warfare. While fear grips the crowd, smart money is quietly rotating out of overhyped AI into the real economy's backbone. A deeper probe could hand us generational buying levels soon, setting up a powerful Q1 rally...

The 'Cheap Gas' era is over. A structural collision of AI demand, LNG exports, and Permian bottlenecks is forcing a $4.50+ floor. Insiders (Warren/Kinder) just deployed $120M+ of personal capital. This is a rare accumulation window.

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