Had a great time on @marketplunger1 Value Hive podcast this past Tuesday. We talked about idea generation and process and went deep on the "power trade" tied to the $NVDA AI boom. Seeing the ValueAct investment in $RIOT yesterday, the $HUT news (Coatue did a pref for them earlier this year) and other datapoints this week, highlights how early we are in this theme.
We also touch on $BNED $TDW and some other topics in a wide ranging call.
$NBIS $IREN $CORZ $WULF $HUT $RIOT $MARA $VST $CEG $TLN $BNED $TDW $VAL $NE $RIG
https://t.co/lubYGfXZfO
@leadlagreport good for you. takes a lot of time and dedication. you must feel better, but are there any negative things that you have experienced either physically or mentally? just curious