
Michael Cembalest on Why AI Is the Stock Market Bet of the Century
Odd Lots
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Navigating Energy and Market Dynamics in a Changing Landscape
This chapter examines the impact of political and economic changes on energy production and market dynamics, with a focus on AI's role in North American energy needs. It evaluates trends in electricity consumption, the shift towards renewable sources, and challenges posed by future demands influenced by transportation and heating electrification.
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