Daily Focus — 2026-02-13

AI power thesis accelerating

You spent 61 minutes today (46% of research time) on the utilities/AI power angle — more than any other theme. CEG got the deepest dive: two searches plus 20 minutes in the 10-K after that morning note about "nuclear + AI power = interesting angle." VST popped up again too (18 min presentation read).

Attention Breakdown:

• AI power/utilities: 61 min (46%)
• Macro/rates: 23 min (17%)
• Semis: 41 min (31%)
• Other: 8 min (6%)

Top tickers by attention: CEG (41 min), NVDA (25 min), VST (19 min). CEG just entered portfolio 3 weeks ago but already getting serious research time.

Mission alignment: 93% of activity tied to active missions. Utilities thesis got most focus, NVDA mission got the supply chain call, rates mission got Fed coverage.

Pattern: CEG showing up like VST did last month — quick searches followed by deep document reads. You're building conviction fast on nuclear exposure to AI power demand.

Compared to yesterday's scattered approach, today was focused execution on the utilities thesis. The CEG research intensity suggests this position might grow.