As energy demand continues its explosive growth trajectory, a critical question emerges: which players are genuinely positioned to capitalize? The underlying infrastructure investment thesis is straightforward—yet execution matters enormously. Beyond traditional angles, there's compelling potential in data infrastructure segments, particularly where computational demands are skyrocketing. The winners won't simply be energy producers, but those who understand how to monetize the intersection of power availability, infrastructure buildout, and emerging data requirements. Think about it: massive energy consumption drives real estate decisions, cooling solutions, and grid resilience—creating cascading opportunities across the stack.