42. AI Under Power Grid Pressure: The Price to Energy Ratio Risk
In this episode we re-visit our AI Portfolio and Investment Thesis that we discussed back in Episode 21, but with a new emerging headwind. According to our very own Jess Inskip, "the real ‘P/E Risk’ isn't overhyped price to earnings. The risk is price to energy." (Get it? That's a P/E Ratio joke 👻) AI Investing Most of us are invested in AI, whether we know it or not, because the S&P 500 is mainly technology, and according to Yahoo Finance the S&P 500 is 31% technology, with 29....