Goat Academy Grid Super-Cycle Report Analysis - April 29, 2026
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SOURCE: "Trump's Energy Law: The $5.2 Trillion Grid Super-Cycle" by Goat Academy (Felix Prehn)

THESIS: AI moved from chips to POWER. EO 14262 directs emergency grid buildout.
- Data centers: 76 GW now → 134 GW by 2030
- 70% US transformers past 25-yr lifespan
- $5.2T infrastructure investment needed
- $1.4T grid super-cycle 2025-2030

MONITORED STOCKS (added to watchlist):
Tier 1 (5% dip alert): PWR, POWL
Tier 2 (8% dip alert): VICR, SNDK  
Tier 3 (10% dip alert): BE, AGX

CRON: Grid Super-Cycle Dip Monitor (cdd79b347cfd) - every 30min during US market hours weekdays

FULL REPORT TEXT saved to: ~/Skippy-System/reports/trump_energy_report_full.txt