Is something happening? In addition to the bin fire above, Nvidia down ~5% today, plus struggles elsewhere in the 'universe' of broadly AI/tech: bsky.app/profile/tomh...

Tom Haddon

And a non-energy obervation: some of the leaders of the AI revolution are struggling. Potentially the ripples of mental data centre capex spend starting to show. Oracle (-30%) Tesla (-22%) Alphabet / Google (-9%) I get this marginally helps the FTSE (defensive 'real' companies) but still...