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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 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.

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