In today's episode, we break down how macro sell-offs and rising bond yields are impacting the markets, why power shortages and grid constraints are becoming the ultimate bottleneck for the AI infrastructure trade, and how companies like Bloom Energy, SpaceX, and Meta are positioning themselves to capitalize on energy demand, compute scale, and memory efficiency.


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🎙 GUEST INFO 🎙

Melvin: ⁠⁠⁠⁠⁠https://x.com/MelvinInvests⁠⁠⁠⁠⁠

Vincent: ⁠⁠⁠⁠https://x.com/WhiteCollarExit⁠⁠⁠⁠

Kyle Reidhead: ⁠⁠⁠⁠https://x.com/KyleReidhead⁠⁠⁠


📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.


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