$ARE isn't fazed by weekend noise—and it shouldn't be. The real story is reshoring. As manufacturing relocates back to North America, energy demand will spike across heavy industries. These sectors aren't just moving; they're expanding. That's where nuclear comes in. The infrastructure build-out around renewable and nuclear energy will be massive. It's not hype—it's structural. When capital flows toward energy security and domestic production, plays positioned in this secular trend stand to benefit significantly. The tailwinds are just starting.