Q: I am curious as to how best invest in the power demand for AI datacentres? Would you have suggestions for certain equities/ETF’s that you feel are well positioned this impending demand?
Q: APLD and PHR are certainly different outside their current respective rates of momentum. Which has the best long-term prospects in your estimation? Why?
Thanks,
David
Q: Hello there,
What are your thoughts on HIVE and its AI / high-performance computing business. Do they have any potential in developing that segment knowing the high amount of funding required to be competitive.
Thank you.
Q: I intend to start a position in APLD having a relationship with Core Weave (CRWV) in AI business. Also, Your views and comments on CRWV 's 7.5 billion USD contract with APLD on one side and recent dumping of its stock holding in APLD on other side please.
Q: Does the deal CRWV signed yesterday with Applied Digital have any negative implications for GLXY ? Is CRWV the only client using Helios Data Centre? Curious why CRWV signs these long terms leases and if they will continue to "rent" between having NVDA backing and there stock going to the moon, why not build their own data centres?
Q: Apparently there was a crypto or blockchain conference within the last week attended by some of the wealthiest individuals and companies on the planet.
Would you know what it was called?
1.It seems clear that some very influential people want this area to have a place in the world banking and trading worlds.
2. One commentator ( Josh Brown ) expressed the opinion that for the foreseeable future it will be very high risk kind of like gold mines over the years. But there might be money to be made in the picks & shovels companies..
Do you have any suggestions of companies that have merit or look to have potential in that picks & shovels areas?