steven fiorillo
1st Livestream Welcome To The Channel
10/5/2025, 6:42:19 AM
Economic Summary
- US electricity demand to surge from AI data centers
- Nuclear power offers long-term solution
- LNG is key bridge fuel before nuclear scale-up
- China ahead in energy for AI using coal and nuclear
- Need diversified energy sources to maintain competitiveness
Bullish
- NVIDIA EPS estimates rising sharply through 2027
- Alphabet undervalued relative to peers
- Meta offers upside despite slight EPS decline
- US LNG exports likely to grow for years
- BMNR accumulation of Ethereum could drive gains
- Robinhood poised to benefit from S&P 500 inclusion
- Southern Company strong nuclear position
Bearish
- Energy infrastructure limits could hinder AI growth
- PayPal faces intense competition in payments
- Square may be a value trap
- Tesla overvalued relative to growth
- Crypto winter could hit prices
- Value traps lure investors with false bargains
Bullish tickers
NVDAGOOGLMETABMNRHOODSO
Bearish tickers
PYPLSQTSLA
People mentioned
Steve FiarilloChrisAmitTannerTom LeeDavid SachsDonald TrumpCarl IcahnSatya NadellaMark ZuckerbergAndy JassyPeter LynchWarren BuffettPalmer LuckeyChamath PalihapitiyaVlad TenevJosh Brown