🟠 Clock started — Goldman "basically zero" AI economic contribution (2025)
🟠 First domino — Stargate/Abilene 600MW collapse (March 6, 2026)
🟠 Clock indicators to monitor — Next Stargate tranche financing attempts; Pledge signatory DC expansion announcements; ETN order backlog direction in Q1 2026 earnings; CARR DC revenue vs guidance in Q2 earnings