Right now, the shift in the market is due to more uncertainty about potential Tariffs on China. The market is looking for a direction. Energy is the safest bet right now. While everyone is talking AI, power is needed to support the large data centers that will be required for what is a growing AI demand. Look at the energy companies that are in the areas where those Data Centers are located. Search the web and you will quickly find them.
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The Sleeping Investor 