Think investing has to be boring or confusing? Think again! Join Jon Erlichman as he breaks down the latest market news, investment tips, and money moves — all served with a side of wit and zero financial mumbo jumbo. Whether you’re a newbie trying to figure out what a “ticker” even is, or a seasoned investor looking for a fresh take, Ticker Take makes finance fun, friendly, and maybe even a little entertaining. Tune in, learn something, and maybe laugh along the way. Your wallet will thank you.
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Think investing has to be boring or confusing? Think again! Join Jon Erlichman as he breaks down the latest market news, investment tips, and money moves — all served with a side of wit and zero financial mumbo jumbo. Whether you’re a newbie trying to figure out what a “ticker” even is, or a seasoned investor looking for a fresh take, Ticker Take makes finance fun, friendly, and maybe even a little entertaining. Tune in, learn something, and maybe laugh along the way. Your wallet will thank you.
While everyone talks about AI in terms of software and semiconductors, the real driver behind the boom is power. Matt Sallee of Tortoise Capital told us about 8 stocks that are positioned to benefit from the growing energy demands of AI, spanning data centers, servers, utilities, and energy infrastructure. As always, this is not financial advice.
Chapters:
0:00 Intro
0:15 The hidden winners of AI boom?
0:41 How this list of stocks came together!
2:13 Stock 1 - Dell Technologies (DELL)
3:05 Stock 2 - Digital Realty (DLR)
4:08 Stock 3 - Energy Transfer (ET)
5:30 Stock 4 - Evergy (EVRG)
7:31 Stock 5 - MasTec (MTZ)
8:40 Stock 6 - Modine Manufacturing (MOD)
9:43 Stock 7 - IREN (IREN)
10:47 Stock 8 - The Williams Companies (WMB)
Our thanks to Matt for joining us on Ticker Take! You can learn more about him here: https://tortoisecapital.com/bios/matthew-sallee-cfa/
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Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
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About me:
I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take!
#stocks #investing #technology
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Ticker Take
Think investing has to be boring or confusing? Think again! Join Jon Erlichman as he breaks down the latest market news, investment tips, and money moves — all served with a side of wit and zero financial mumbo jumbo. Whether you’re a newbie trying to figure out what a “ticker” even is, or a seasoned investor looking for a fresh take, Ticker Take makes finance fun, friendly, and maybe even a little entertaining. Tune in, learn something, and maybe laugh along the way. Your wallet will thank you.
