
Matt Allen
@investmattallen • 126,040 subscribers
Investing, Growth Stocks & Disruptive Themes | As Seen in Yahoo Finance and Bloomberg
Videos

Leopold Aschenbrenner: “By 2030, a single AI training cluster could consume over 20% of all electricity generated in US” That’s not including inference demand on top of it The opportunity in power and AI infrastructure is far bigger than most realize Investors must watch:
Matt Allen150,851 Aufrufe • vor 2 Monaten

Peter Lynch talks about how to beat the stock market A MUST watch for investors:
Matt Allen1,357,339 Aufrufe • vor 1 Jahr

$AMZN CEO: “There is a power shortage in the US” Grid connection wait times for AI data centers are now stretching years while transformer shortages continue worsening Companies securing power today are positioning themselves for the next decade of AI infrastructure demand
Matt Allen134,318 Aufrufe • vor 2 Monaten

Charlie Munger talks about when you should sell a stock Every investor should listen:
Matt Allen144,231 Aufrufe • vor 1 Jahr

Warren Buffett shares an investing lesson that changed his life:
Matt Allen286,700 Aufrufe • vor 3 Jahren

Warren Buffett gives an incredible lesson on how to value stocks Must watch for investors:
Matt Allen71,770 Aufrufe • vor 1 Jahr

Chamath Palihapitiya says AI companies now need three things: “land, power, shell.” The AI race is a race for power as electricity demand explodes across data centers The companies securing energy capacity today are positioning for the next decade of AI infrastructure demand
Matt Allen10,417 Aufrufe • vor 2 Monaten
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