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HX Research's Enrique Abeyta on importance of power generation, power crisis + $TLNE thesis

Yet Another Value Podcast

CHAPTER

Navigating Stock Surges and Investment Risks

Delve into the challenges of investing in a surging stock, exploring a company's growth potential, risks associated with nuclear power investments, responsible cash management, and the strategic value of acquisitions. The chapter also covers tactical trading challenges with NVIDIA, the energy demand surge driven by AI and EV technologies, and the risks of oversupply and investments in artificial intelligence. Emphasizing caution and strategic decision-making in light of historical investment examples and market dynamics.

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