As I mentioned the day before yesterday, data centers are very profitable, but it's a time-lapse business. Currently, both the retail price and long-term contract price of cloud GPUs are skyrocketing. Increased demand is one factor, but more importantly, most contracted GPUs haven't even been deployed yet. If a data center can deploy 1GW of computing power by the end of 2026, it can break even in 2027. If it only goes live in 2028, the situation will be very different. A large proportion of the data centers planned by major cloud providers and NeoCloud are concentrated in 2028. There's a shortage of GPU chips and memory chips, but without electricity, no matter how many chips you have, it's useless. Therefore, the most urgent need is electricity. Musk's "data center stalling" theory means that many data centers will be unable to complete construction due to power shortages; having GPUs and memory won't provide computing power. My SPCX is different; I have everything. In any case, during a market downturn, allocating some power stocks is necessary. My list includes: VST: A diversified retail power and power generation giant. It possesses a diversified power generation portfolio including natural gas, nuclear power, coal, solar energy, and large-scale battery energy storage systems. It provides long-term power contracts to hyperscalers. Safe price range: $130-$140 CEG is the largest carbon-free clean energy producer in the US and the largest 24/7 nuclear power plant operator. Safe price range: below $250 BE fuel cells help data centers start up quickly. High valuation, rapid growth, and high volatility. Small-scale allocation is possible below $200. VRT power management, cabinets, and cooling solutions. Safe price range: around $150. ETN is a power giant with a large market capitalization. Safe price range: $300-$320.