Sell NVDA by Dec 2, 2026.

Nearly all of the top AI people are saying electricity for data centers is going to be the chief bottleneck going forward. I own way too much NVDA and would like to sell off another $1,000 of it to buy something that fits the "data centers need near-term electricity" thesis. Preferably a "toll booth" type stock like TSM for semiconductors. At one point I was interested in Small Modular Reactors, but who knows which will win (XE, OKLO, or someone …