Energy is the trade. Any power company that is data center affiliated will re-rate on this IMO. That includes AES and especially ET bc of their $10m+ @realDonaldTrump political donations. XPRO also a likely beneficiary due to Venezuelan well operations. https://www.politico.com/news/2026/02/24/trump-to-announce-data-center-energy-deals-during-state-of-the-union-00794834(CryptoCondom)