Here's an interesting market angle worth considering: certain energy sector names are trading at compressed valuations despite positioning themselves to capture major tailwinds from the ongoing data center expansion.

The thesis is straightforward—as AI computing demands skyrocket, data centers require massive power infrastructure. This structural shift creates opportunities beyond traditional cloud players. Energy producers supplying grid capacity to these facilities could see meaningful revenue acceleration.

The valuation disconnect is notable. While growth stocks have rerated upward on AI narratives, some legacy energy names remain undervalued relative to their exposure to this secular trend. The market hasn't fully priced in how critical reliable power supply becomes when billions pour into GPU clusters and server farms.

It's a classic case of market inefficiency: an older industry sector with new fundamental drivers trading at a discount. Whether you're tracking macro trends for portfolio context or simply understanding how Web3 infrastructure depends on underlying physical systems, this energy-AI intersection deserves attention.