Uncovering the Next Big Opportunity: Powering AI with Energy Giants
In this Market Mondays clip, hosts Troy Millings, Rashad Bilal, and Ian Dunlap dive into the true driving force behind the AI revolution: ENERGY. While everyone is buzzing about artificial intelligence and GPUs, they break down why none of that matters without sufficient power to keep massive data centers running. Rashad Bilal starts the conversation by highlighting the often-overlooked opportunity in energy, emphasizing that the future of AI hinges on reliable power infrastructure. Troy Millings spotlights GE Vernova as a company uniquely positioned to benefit, especially through its dominance in global gas turbine market share and strategic partnerships with giants like Amazon AWS, Duke Energy, and Saudi Advanced Turbines. He details why gas turbines are the immediate solution as nuclear and solar options struggle to scale up fast enough. Ian Dunlap reminds viewers not all energy companies are created equal, steering investors away from risky startups. Together, the hosts outline the “Big Four” energy players to watch: NextEra Energy, Duke Energy, Constellation Energy, and GE Vernova—with a special mention for Oklo in the nuclear energy space. This clip reveals how the partnership between American and international energy companies—especially in places like Saudi Arabia—signals a major infrastructure build-out in AI around the world. Whether you’re an investor or curious about where AI is headed, this discussion explores why winners in energy will play a foundational role in tech’s next wave. *Key Topics Covered:* Why AI’s growth hinges on power production, not just technology GE Vernova’s leadership and market share in gas turbines Impactful partnerships in both the US and internationally Which energy companies are set to win in the AI era Tips on energy ETF investing for those seeking diversification Don’t miss out on the insights that could reshape your understanding of AI’s future and the energy companies leading the charge! --- *Hashtags:* #MarketMondays #AI #EnergyStocks #Investing #GEVernova #DataCenters #TechInvesting #NextEraEnergy #DukeEnergy #ConstellationEnergy #Oklo #NaturalGas #StockMarket #Finance #Infrastructure #AIRevolutionSee omnystudio.com/listener for privacy information.
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STEVE HARVEY ON THE TRUTH BEHIND HIS MEETING WITH DONALD TRUMP
In this clip Steve Harvey goes over his infamous Donald Trump scandal. #steveharvey #donaldtrump #earnyourleisure Link to Full Episode: • STEVE HARVEY on Business Lessons, Keys to ... See omnystudio.com/listener for privacy information.
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The Next Big AI Company Investors NEED to Know About!
Is the AI power balance shifting? In this episode, we break down the next big AI company the world needs to pay attention to — and whether Google’s newest AI moves are finally putting pressure on Nvidia’s dominance. With trillion-dollar companies fighting for computing power, data advantage, and market share, this may be the biggest tech shake-up since the iPhone. We also explore how Google’s AI takeover strategy works, why Nvidia’s supply chain advantage could be at risk, and what this means for investors over the next decade. If you’re positioning your portfolio for the AI boom, this is the segment you can’t afford to miss. Market Mondays Black Friday Deal (Limited to First 50): https://marketmondaysdeal.com #MarketMondays #EarnYourLeisure #Nvidia #GoogleAI #AIStocks #TechInvesting #ArtificialIntelligence #StockMarket #Investing #FutureOfAISee omnystudio.com/listener for privacy information.
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How Do You Bring Up The Conversation of Prenups
Navigating the sensitive topic of prenuptial agreements can be daunting, but it's a crucial conversation for many couples looking to secure their financial future before tying the knot. In this video, we break down effective strategies for introducing the topic of prenups to your partner, ensuring the discussion is respectful, understanding, and constructive. We'll provide expert advice, consider the emotional aspects of this conversation, and offer tips on how to reach a mutual agreement that benefits both parties. Whether you're just starting to think about marriage or you're deep in wedding planning, this guide is designed to help couples approach the subject of prenups with confidence and care. #Prenups #MarriageAdvice #FinancialPlanning #RelationshipGoalsSee omnystudio.com/listener for privacy information.
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Investing Daily: Is Meta the Top AI Buy Right Now?
In this Market Mondays clip, Ian Dunlap and Troy Millings dissect the AI stock landscape—focusing on Meta’s stunning turnaround, CoreWeave’s risk profile, and the heated debate on Palantir’s sky-high valuation. Troy shares why Meta is a “buy” for him following its recent dip, praising Mark Zuckerberg’s aggressive CapEx strategy and commitment to AI innovation—including the success of Meta’s wearable glasses and major data center expansion. Ian, once skeptical of Meta’s Metaverse investments, highlights how Zuckerberg’s recent investments are landing at the right time—contrasting this with Apple’s more reserved approach and arguing Zuckerberg may have outperformed Tim Cook in 2023. The conversation shifts to CoreWeave, where Troy identifies concerns over debt levels and depreciating assets as the company expands its data centers. He notes that although CoreWeave’s partnership with Nvidia is promising, relying on lower-tier GPUs and significant borrowing could hamper long-term prospects. Both agree that after the IPO lockup period, many investors wisely took profits as the stock pulled back dramatically. When it comes to Palantir, Ian and Troy spar over its mammoth valuation. Ian recognizes Alex Karp’s capable leadership but points out that Palantir’s forward P/E of 185 is far too high, even suggesting its fair value would be in the $21-$30 range rather than its recent peaks. Troy echoes concerns about revenue matching expectations, labeling Palantir as the “poster child” for inflated AI stock valuations, driven by its global government contracts and status as a defense-tech leader. Whether you’re looking for sharp opinions on big tech moves or cautionary tales from the AI investment craze, this clip delivers invaluable insights for navigating today’s volatile stock market. *Timestamps:* 00:00 — Meta’s AI comeback and investment strategy 02:29 — CoreWeave’s debt dilemma and Nvidia connection 05:44 — Palantir’s valuation and market risks *Join the discussion in the comments below! Are you bullish on Meta or does Palantir’s valuation scare you off?* #Meta #AIStocks #StockMarket #Investing #Palantir #CoreWeave #TechStocks #MarketMondaysSee omnystudio.com/listener for privacy information.
Welcome to The Earn Your Leisure Podcast. Rashad Bilal and Troy Millings will be your host. Earn Your Leisure will be giving you behind the scenes financial views into the entertainment and sports industries as well as highlighting back stories of entrepreneurs. We will also be breaking down business models and examining the latest trends in finance. Earn Your Leisure is a college business class mixed with pop culture. We blend the two together for a unique and exciting look into the world of business. Let’s go!! #earnyourleisurepodcast
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