My Climate Journey · 7 January 2026 · Investment Thesis

Looking Ahead to 2026: Signals from Energy, AI, and Industry

My Climate Journey

MCJ team's 2026 predictions span autonomy's infrastructure tipping point, AI consolidation and data center M&A, Southwest migration for hard energy, grid co-optimization frameworks, nuclear fission acceleration, and geoengineering's emergence as an investible category.

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Topics: Energy & Climate · AI (Horizontal) · Manufacturing & Industrials

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