About this episode
Why Jennifer Warren has been focusing on AI, data centers and energy demand (1:10). Shale, M&A and growth (5:00). Looking through lower oil prices; who's most affected? (11:00) Returns for Microsoft, Amazon, Meta, Digital Realty and SMH , the Semiconductor ETF, across 10 years (20:20). Portfolio theory testing; nuclear plays will take time (28:00). Show Notes: Generative AI's Chartreuse Adoption Moment Energy, AI, And Digital Infrastructure: Crowded Trade Or Something Else? U.S. And Global Energy Drivers And Opportunities Read our transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions