Jeff Currie says tech and energy drive prosperity

Jeff Currie says the two sectors that truly drive economic growth are tech and energy.
The logic is simple.
Without energy, nothing runs.
Without innovation, nothing advances.
That framing matters for the current market cycle.
AI may be the innovation engine, but power is the input that determines how far it can scale.
For $WTI, $NVDA, and the broader AI infrastructure trade, tech and energy are increasingly becoming the same story.