Value Hive Podcast cover image

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

Value Hive Podcast

00:00

Navigating Valuation Challenges and Data Center Demands

This chapter explores the intricate relationship between debt refinements and their impact on investment buybacks amid financial uncertainty. It discusses the rising demand for data centers while stressing the importance of careful capital deployment and informed risk-reward assessments in a changing market.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app