(https://www.cnbc.com/2026/07/03/power-grid-independence-day-weekend.html) to avoid blackouts serving 67M people. This isn't a weather story. This is a demand signal. The grid is hitting physical limits *right now*, during summer demand peak—not at some hypothetical 2028 future when all the AI data centers are supposedly online. Here's what the crowd's missing: If the grid can't handle today's load without federal alerts, how does the market think 100+ new

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