Daily Focus — 2026-02-13

AI power thesis accelerating — 47% of today's attention

You're doubling down on utilities. CEG got 41 minutes across multiple sessions (search → 10-K → note-taking), VST another 19 minutes. Combined with the WSJ data center power piece and JPM utilities update, that's 78 minutes on power/utilities out of 166 total minutes tracked.

Attention Breakdown:

• AI Power/Utilities: 78 min (47%)
• Macro/Rates: 23 min (14%)
• Semiconductors: 40 min (24%)
• Other: 25 min (15%)

Top Tickers: CEG (41 min, not in portfolio yesterday), VST (19 min), NVDA (25 min), SMCI (2 min, multiple searches)

Mission Progress: Utilities thesis got 70% of relevant time. Fed/rates work minimal despite being 80% complete. NVDA prep steady but not intensive.

Pattern: CEG research depth suggests you're past exploratory phase — that 20-minute 10-K dive plus the note-taking indicates position sizing mode. SMCI keeps getting quick searches but no deep work (watching for entry?).

Compared to yesterday's scattered approach, today was laser-focused on one thesis. The utilities conviction is building fast.