Video on AI data center sector: fundamentals vs the dot-com bubble, thoughts on dilution and institutional ownership, and charting 20 of these plays. $WGMI $IREN $WULF $CIFR $CORZ $HUT $APLD $KEEL $CLSK $BTDR $GLXY $HIVE $WYFI $RIOT $MARA $BTBT $SLNH $CRWV $NBIS $DGXX $CAN

Timestamps 00:00 Fundamentals of AI Data Centers: Is this a bubble? 06:50 $ARKK $IWM $WGMI holdings 8:10 Thoughts on dilution and institutional holdings 11:30 Charts on $IWM $ARKK $WGMI 18:50 Advanced AI Data Center plays: $IREN $WULF $CIFR $CORZ $HUT $APLD 28:30 Second Tier AI Data Center plays: $KEEL $CLSK $BTDR $GLXY $HIVE $WYFI 35:30 Still Early / Still Pivoting: $RIOT $MARA $BTBT $SLNH 40:40 Adjacent plays: $CRWV $NBIS 44:10 Adjacent plays: $DGXX $CAN

This was my favourite video from you. Thank you, Mr Meow.

great job cat. appreciate it!

Absolute banger video! .. Me when I see a falling knife 😭

I’m rooting for you too Cat 🐱

Great Video👍🏻

Thanks

dear cat thank you so much for 46 mins of your time -- I can't wait to watch but I've been having fun streaming daily and will watch after destroying some robots before bed 🫶

You're gonna get a whole generation of people bagged on these stocks.

Great breakdown of fundamentals vs bubble talk. @MattSevenich covers these AI datacenter names too, worth a look.