It's not all about NVIDIA. Who will build and cool those data centers?
(0:30) - Where Is the best AI investment Right Now?
(4:50) - What Is Driving The Growth In AI Right Now?
(10:00) - What Will It Take To Create These Major Data Centers?
(19:15) - What Kind of Growing Pains Should Investors Expect?
(26:30) - Top Stocks To Keep On Your Watchlist
(40:45) - Episode Roundup: NVDA, AMD, TSM, VRT, SMCI, ORCL, DELL, MOD, STRL, MTZ
