Please text and tell us what you like We question whether AI hype has outrun fundamentals while mapping a practical plan to stay invested. We dig into energy limits, data center pushback, circular demand, debt signals, selective stock picking, and tax-smart ways to lock in gains. • froth signals across AI leaders and suppliers • circular demand and debt-funded capex risks • grid and energy constraints shaping data center buildouts • local approvals, community impact, and siting choices • sel...
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Please text and tell us what you like We question whether AI hype has outrun fundamentals while mapping a practical plan to stay invested. We dig into energy limits, data center pushback, circular demand, debt signals, selective stock picking, and tax-smart ways to lock in gains. • froth signals across AI leaders and suppliers • circular demand and debt-funded capex risks • grid and energy constraints shaping data center buildouts • local approvals, community impact, and siting choices • sel...
Please text and tell us what you like We question whether AI hype has outrun fundamentals while mapping a practical plan to stay invested. We dig into energy limits, data center pushback, circular demand, debt signals, selective stock picking, and tax-smart ways to lock in gains. • froth signals across AI leaders and suppliers • circular demand and debt-funded capex risks • grid and energy constraints shaping data center buildouts • local approvals, community impact, and siting choices • sel...
SKEPTIC’S GUIDE TO INVESTING
Please text and tell us what you like We question whether AI hype has outrun fundamentals while mapping a practical plan to stay invested. We dig into energy limits, data center pushback, circular demand, debt signals, selective stock picking, and tax-smart ways to lock in gains. • froth signals across AI leaders and suppliers • circular demand and debt-funded capex risks • grid and energy constraints shaping data center buildouts • local approvals, community impact, and siting choices • sel...
