u/Formal-Kale2431

Just hit 100 copiers on my $ENRGYMIX portfolio, and wanted to share a quick update since a few people have asked about it.

This is an “All Energy” portfolio, and it’s currently focused on the long-term AI power infrastructure build-out (nuclear, grid, renewables, and defensive yield). I’ve been making small tactical adjustments lately — trimming on strength in a few names and adding to others on pullbacks — while keeping a strong defensive base.

We’re still early days in this theme, so volatility has been real, but the thesis remains intact.

Appreciate everyone who’s been following along and stuck through the volatility! Happy to answer questions about the approach or recent moves.