Weekly Update: Rising Yen, China Real Estate, and Investing in Nuclear
The Jacob Shapiro Podcast
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Is the Bill Going to Crash Against Political Constraints?
Nuclear power is a renewable energy option that could be used to generate electricity for data centers. But it faces two significant political challenges: the left doesn't think of nulear as a renewable, and coal miners aren't going to like it. If you're buying these utilities at a negative value, what ifyou have an opportunity to repurpose them into positive value? And all that stranded intstructure can be turned into positive value.
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