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Judd Arnold (Lake Cornelia Investment Research): Data Centers (IREN), AI (NBIS), Bitcoin (CORZ), Special Sits (BNED), and Offshore Energy (VAL/TDW)

Value Hive Podcast

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Navigating Tech and Energy Investments

This chapter explores investment opportunities focused on tech and energy stocks, with an emphasis on companies like Nebius and Iron. It analyzes stock performance, market perceptions, and the potential impact of strategic investments, particularly in the context of AI and Bitcoin mining.

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