Episode Details
Back to EpisodesAI is about to break the U.S. grid
Description
AI spending is out of control—and it's creating a power crisis… Why Frank is changing his tune on the solar sector… CoreWeave (CRWV) is pulling back—should you buy? … How Alibaba (BABA) went from ecommerce giant to AI leader.
In this episode:
-
Happy birthday to my youngest daughter! [1:08]
-
AI spending is insane—but we're far from a bubble [2:49]
-
The AI power crisis is coming… Are you prepared? [7:32]
-
Why I've changed my tune on the solar sector [17:34]
-
CoreWeave is pulling back… Should you buy? [26:17]
-
How Alibaba went from ecommerce giant to AI leader [36:16]
-
Make sure to join us tomorrow for our free live event! [41:09]
Editor's note: September 25 at 7 p.m. ET, Frank and Daniel go live to reveal the numbers driving the AI power crisis… share the under-the-radar stocks poised to skyrocket… and answer your most pressing questions during