I'm a full time value investor and writer who enjoys using classical value ratios to pick my portfolio. My previous working background is in private credit and CRE mezzanine financing for a family office. I'm also a fluent Mandarin speaker in both business and court settings, previously serving as a court interpreter. I have spent a good chunk of my adult working life in China and Asia. I have worked with top CRE developers in the past including The Witkoff Group , Kushner Companies, Durst Organization and ...

Now we just have the latest. David Einhorn coming out saying, I'm worried about the sheer scale of infrastructure investment at the moment and that billions is going to be lost in terms of capital. What do you thinking of these warnings around a bubble.Yeah, it's clear we're seeing explosive demand demand growth that we've really never seen before. That doesn't mean it's not real, but it does mean that we should continue to really look at these valuations and perform these sanity checks. And what gives me s ...

I'll cut to the chase; Micron Technology (NASDAQ: NASDAQ: MU ) is firing on all cylinders and still seriously cheap. Since my last coverage , the company has had its share price increase byKennedy is a GARP-themed investor with a bias towards companies with aggressive growth prospects, en route to becoming highly profitable in 1-2 years.His investment philosophy emphasizes long-term discipline, consistent alpha, and a pinch of salt (risk).He writes to empower the underprivileged and improve financial litera ...

Tech companies are pouring hundreds of billions into AI data centers, taking on heavy debt, but current revenue is relatively tiny https://t.co/rbxZq3ZiMR ...

GDS Holdings (GDS) shares soared 8.1% in the last trading session to close at $40.67. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 11.3% gain over the past four weeks.The surge was fueled in part by increased market enthusiasm for Chinese infrastructure names linked to AI, cloud growth, and data centers, as investors rotated into these high-growth sectors.This company is expected to post quarterly loss of $0.06 per share in it ...

The explosive growth of Artificial Intelligence (AI) in recent times has ignited a massive tailwind for utilities, traditionally known as a sleepy, stable, and slow-growth sector, translating into strong performance for Utility Exchange-Traded Funds (ETFs). This boom is directly tied to the burgeoning electricity demand from power-hungry data centers that are required to train and run sophisticated AI models. Notably prominent utility ETFs, Utilities Select Sector SPDR Fund ((XLU), Vanguard Utilities ETF (( ...

Outsized numbers being thrown around regarding AI and data center buildouts, including OpenAI's $850 billion expansion. That's equal to the output of 17 nuclear plants. But how is the energy grid going to handle the added load.And who will ultimately pay for the increased consumption. Well, joining us right here on set is ABV CEO Morton Verrod. Morton, it's great to have you.Welcome. Thank you. Great to be here.This is one of the areas that you play in is electrification, automation, and sort of uh building ...

Hi everybody, I'm Brian Svin of CNBC. Okay, you might have seen this news. You got this huge hundred billion dollar deal with Nvidia and Chat GPT parent company OpenAI.That was on Monday. The total spend on AI in the United States could be closing in on $1 trillion. But here's the thing.We know you love your AI, but it takes a lot of electricity to run it. In fact, they talked about this 10 gawatt deal. Electricity is squishy.It's mushy. I get it. I'm kind of the energy guy here, so I'll tell you this.1 gaw ...

You're operating in a different level of of the curve, right. I think that's one way of putting it. But I do want to get your your reaction to that open air and video deal, because it's all of it that's happening in the market right now.Right. And thank you for having me. It's great to be back.It's both surprising and in scale, but not surprising that it's happening. Number one, I think we're undershooting or underestimating how much compute we need for not only training, but for inference that growth, that ...

How AI Data Centers Could Save California High-Speed Railhttps://t.co/yReFxjwUnJhttps://t.co/yReFxjwUnJ ...