An AI trade involving energy and infrastructure that's doubled your money, topping Nvidia

(This is CNBC's "Power Insider" newsletter, your inside look at the investments, people and companies powering the global energy industry. Click here to subscribe.) POWER POINT What I'm hearing from energy insiders Oil prices are off their highs this week and media reports are citing Trump's comments that Iran negotiations are in their "final stages." But that's not the real reason. The real catalyst is that ships are starting to move through the Strait of Hormuz. …