AI's Energy Crisis: Why This Commodity Will 2x By 2040 | Edward Campbell
Автор: David Lin
Загружено: 2025-10-07
Просмотров: 9322
Описание:
Edward Campbell, Founder of Red Hook Phoenix Investment Partners, discusses how AI data centers need so much reliable electricity that nuclear power is becoming essential, creating major investment opportunities in uranium and nuclear energy companies.
*This video was recorded on October 3, 2025.
Subscribe to my free newsletter: https://davidlinreport.substack.com/
Listen on Spotify: https://open.spotify.com/show/510WZMF...
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...
FOLLOW EDWARD CAMPBELL:
Rosenberg Research: https://www.rosenbergresearch.com/
FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
TikTok (@davidlin_TV): / davidlin_tv
Instagram (@davidlin_TV): / davidlin_tv
For business inquiries, reach me at [email protected]
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro.
0:46 - Manhattan Project 2.0 and its funding
5:16 - Tech companies and nuclear scaling
9:00 - Nuclear vs. renewables
12:04 - Uranium investment thesis and winners and losers in the nuclear renaissance
15:08 - US vs. China, scaling, and uranium shortages
19:18 - Private sector infrastructure
21:01 - Physical economy transformation and public perception
23:54 - Valuations
#investing #nuclear #AI
Повторяем попытку...
Доступные форматы для скачивания:
Скачать видео
-
Информация по загрузке:
