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Uncovering the Next Big Opportunity: Powering AI with Energy Giants · Earn Your Leisure

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  Speaker 2: Let's talk about the next wave of opportunity as far
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  Speaker 2: as I sput a video in the group chat all.
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  Speaker 1: The day, Yeah, we'll talk about that.
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  Speaker 2: Sure.
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  Speaker 1: Yeah, So I mean the video it was interesting because
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  Speaker 1: we had talked about this maybe a month ago when
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  Speaker 1: you're like everybody's talking AI. Everybody's talking AI and they're
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  Speaker 1: talking GPU lose and that's great, but none of this
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  Speaker 1: works without power. And we've talked about who could lead
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  Speaker 1: in this space, So where the space is headed, and yeah,
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  Speaker 1: long term, we know the solutions, but we don't have
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  Speaker 1: a long term idea. Right. This needs to be immediate,
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  Speaker 1: especially if, like we said, this is a national security
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  Speaker 1: issue and so you start thinking short term. Who could
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  Speaker 1: be the short term people who can actually benefit from it.
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  Speaker 1: We've seen Caterpillar when we were talking about gas turbines
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  Speaker 1: and it was like, yeah, so there's a near term
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  Speaker 1: solution in terms of natural gas turnbines. The company that
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  Speaker 1: I've been studying and I think has a great lead
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  Speaker 1: in it. And you guys, can you know, let me
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  Speaker 1: know what you think is going to be ge of
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  Speaker 1: or over so g Right, this is another one of
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  Speaker 1: these companies that was part of ge split off and
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  Speaker 1: now it has become its own company and the reason is
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  Speaker 1: because of those gas turnbines right now, right twenty twenty four,
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  Speaker 1: we'll see what the twenty twenty five numbers are. They
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  Speaker 1: captured thirty four percent of the global gas urn by
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  Speaker 1: market it thirty four percent last year. That number is
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  Speaker 1: going to increase as we see more AI data centers
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  Speaker 1: put online. Right, we don't have nuclear reactors to fulfill
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  Speaker 1: the power that's needed. We don't have solar, we don't
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  Speaker 1: have it yet. What we do have is a gas
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  Speaker 1: turbines and they're doing that. Why did I like it? Though?
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  Speaker 1: Right outside of that market share that they're dominating in,
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  Speaker 1: and that's I'll give you a power that's almost one
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  Speaker 1: hundred and six megawats, right, or two over twenty thousand
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  Speaker 1: megawats in orders for twenty twenty five. Who are their partners? Amazon? Aws?
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  Speaker 1: Who else on the US grid? Duke Energy? Who else
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  Speaker 1: in renewable energy, next error Energy? Who else in developing engine?
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  Speaker 1: Chevron might have heard of them? Right? This is the
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  Speaker 1: real reason. Though not only is this this domestic thing.
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  Speaker 1: If you look at their international partnerships, you start to
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  Speaker 1: see a picture that's being painted. Right. These data centers
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  Speaker 1: are not just going to be in America, although we
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  Speaker 1: would like them to be. They're being built all over right.
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  Speaker 1: The number one thing that I loved was I saw
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  Speaker 1: that the ge Saudi advanced turnbines. They've partnered with them,
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  Speaker 1: And so why does that make sense to me? Well,
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  Speaker 1: in May, we've watched a conglomerate of our most brilliant
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  Speaker 1: minds in the world of business and AI go to Saudi. Yep,
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  Speaker 1: how did they go? They went to go announce infrastructure
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  Speaker 1: in AI and starting to build that infrastructure. They also
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  Speaker 1: don't have the time. So if I start seeing American
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  Speaker 1: companies partnering with Saudi companies to provide energy that tells
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  Speaker 1: me there's something there and they something you can build on. Now.
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  Speaker 1: GV is a big boy heavyweight. If you're in EYL,
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  Speaker 1: you you know that what that means, right. These are
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  Speaker 1: companies that have large options contracts. So we looked inside
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  Speaker 1: the ETFs that have them and we put a few
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  Speaker 1: out there. FBX is one of those that actually has
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  Speaker 1: pulled back a little. But energy is going to be
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  Speaker 1: a story and I think GeV is going to be
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  Speaker 1: the one that is going to be leading that story
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  Speaker 1: here in the very near future, but definitely long term
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  Speaker 1: as well.
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  Speaker 2: And I want to say once again, all energy companies
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  Speaker 2: are not created equal. I'm seeing it in this space too.
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  Speaker 2: There's a lot of startup or new IPO energy companies
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  Speaker 2: that are trying to position themselves. I want to be
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  Speaker 2: very clear that's a winner. Next Era has been one
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  Speaker 2: of my favorites, has been in stock Club forever. But
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  Speaker 2: can we round out what you think the big four
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  Speaker 2: would be in terms of energy so people don't invest
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  Speaker 2: in maybe the thirteenth best energy company. Duke is a
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  Speaker 2: legacy company. I think that that's going to benefit as well.
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  Speaker 1: This is one that we actually covered in our last
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  Speaker 1: Mastermind and somebody actually put in the chat maybe it
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  Speaker 1: was there. I have beat your energy is there as well.
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  Speaker 1: YEP is one of my favorites.
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  Speaker 2: That's a great four.
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  Speaker 1: I think Constellation will have a say in this as well.
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  Speaker 1: Obviously when we start talking about their partnerships with Microsoft.
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  Speaker 1: I think Consolation plays a role in this. GV plays
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  Speaker 1: and roles. I know some I knew it. This is
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  Speaker 1: a very small audience. I knew somebody was going to
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  Speaker 1: put okay.
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  Speaker 2: L O.
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  Speaker 1: Yes, we had they had a nice pullback. If I'm
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  Speaker 1: picking my four, I would probably pick those four, and
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  Speaker 1: then I would have as an askers, I would put
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  Speaker 1: okay l O just yea as a fifth, just because
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  Speaker 1: I understand the story. I understand nuclear and how that's
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  Speaker 1: going to be powering us at a more efficient level.
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  Speaker 1: Short term though, what's going to be the solution? And
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  Speaker 1: so that's why I think GV is going to be
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  Speaker 1: the leaded here. But yeah, that's that's a solid four.
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  Speaker 1: And again, if you can't decide, hey, this one's a
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  Speaker 1: little bit too much, I've said it before, excel you spiders.
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  Speaker 1: Energyf is just a solid place and if you want
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  Speaker 1: to go look at some of those companies, go look
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  Speaker 1: at the top two or three four in there. We
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  Speaker 1: probably said them already, put look at the top two,
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  Speaker 1: three and four in there. Because again, if we're looking
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  Speaker 1: at the body, right, if this is a body, you
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  Speaker 1: need fuel right in order few to work, these data
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  Speaker 1: says are going to need power or none of the words.
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  Speaker 1: All those companies, the GPUs, the connectivity, none of it
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  Speaker 1: works if it doesn't have power. This episode is brought
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