Matt Allen
@investmattallen • 127,374 subscribers
Investing, Growth Stocks & Disruptive Themes | As Seen in Yahoo Finance and Bloomberg
Videos
Peter Lynch talks about how to beat the stock market A MUST watch for investors:
Matt Allen1,357,849 Aufrufe • vor 2 Jahren
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 Allen151,051 Aufrufe • vor 3 Monaten
$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 Allen134,618 Aufrufe • vor 4 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 Allen286,735 Aufrufe • vor 3 Jahren
Most investors still see $MARA Marathon as a Bitcoin miner The company now has a 2.2 GW power pipeline and exposure to the sovereign AI infrastructure market via Exaion Power and AI sovereignty are becoming 2 of the most valuable assets in the world Must watch for investors:
Matt Allen16,075 Aufrufe • vor 3 Monaten
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 3 Monaten
Keine weiteren Inhalte verfügbar