11min chapter

Odd Lots cover image

Steve Eisman on the Three Big Macro Stories of Our Time

Odd Lots

CHAPTER

Investing in the Evolving Utility Sector

This chapter explores investment opportunities in the utilities sector, focusing on the impact of government actions, infrastructure spending, and renewable energy initiatives. It highlights the growth in capital expenditure from utility companies and the dynamics of data centers, including the role of REITs and cooling solutions. Additionally, the chapter discusses the competitive landscape of technology firms and the implications for legacy companies transitioning to cloud-based operations.

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