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The memory trade has been one of the hottest in tech — $DRAM up ~50% over the past month, $SOXX up 29%, and Nasdaq up ~10%. But there's a pocket of AI exposure that hasn't been fully rewarded yet: energy. $ENRGR, $CCJ, and $VST — all $LOUP holdings — are down 9% over that same stretch. These aren't oil stocks. They're the power infrastructure behind AI: Siemens Energy: turbines and power transformers, Cameco: one of the world's largest nuclear uranium producers, and Vistra: independent power plants built for the hyperscalers. We think the market hasn't fully priced this in yet. To view LOUP's current holdings, visit: https://t.co/rUbLi7toBJ. Past performance is not necessarily indicative of future results. Data as of 5/15/2026.