Latest / The Real Investment Show (Full Show)
2-4-26 Q&A Wednesday - Your Questions, Real Answers
Today’s live YouTube Chat Q&A covers the full spectrum—earnings season takeaways, the selloff-to-rebound pattern, and the big debate around Big Tech, AI, and margins. We walk through where tech and AI leadership stand now, whether AI is pressuring software profitability, and the “real world” constraint markets may be underpricing: power demand (including what ERCOT could mean for data-center expansion). We also hit the energy transition angle—why wind/solar intermittency matters, the critical minerals push, and why fundamentals still matter when narratives run hot. On the positioning side, we…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.