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In the energy sector, companies like Kinder Morgan and Enterprise Products Partners control key bottlenecks by focusing on improving efficiency and sustainability, while NextEra Energy stands to benefit from solar technology and has a potential scalable model.
First Solar, Enphase Energy, SolarEdge Technologies, and Sunrun are notable companies with highly scalable business models in the solar energy sector, positioned to benefit from the growing demand for solar technologies.
Looking for companies with characteristics similar to Meta and Nvidia included factors like scalability, lack of bottlenecks, and adaptability to market trends in different industries, especially in non-internet and software sectors.
The search for companies with scalable business models that exhibit rapid growth potential without significant bottlenecks continues, with a focus on identifying opportunities in new, emerging markets within the energy sector.
Continuing the quest for companies with scalable business models and high growth potential, aligning with successful trades like Meta and Nvidia, while seeking alignment with trends in the energy sector for maximum market advantage.
Finding companies in the energy sector with scalable business models that can potentially grow a hundredfold in a year without facing bottlenecks is a challenging task. Innovative solutions such as energy storage technologies, energy efficiency services, renewable energy trading platforms, and electric vehicle charging networks show potential for rapid scalability.
Amid discussions of public stocks experiencing exogenous shocks and occupying valuable bottlenecks in their value chain, the analysis extends to sectors beyond energy. Suggestions include cybersecurity firms like CrowdStrike and Palo Alto Networks, cloud service providers like Amazon AWS and Microsoft, biotechnology companies like Moderna and BioNTech, and fintech companies like Square and PayPal, offering potential investment opportunities.
I made the greatest trade of my life with Jesse Beyroutey in 2019. We bought Nvidia shares when they were trading at $33. They’re worth nearly $800 today.
I sat down with Jesse to top that trade in 90 minutes using Gemini Pro 1.5’s incredible 1 million token context window—and make a $1,000 trade live on the show.
Jesse is a managing partner at IA Ventures, a $600 million venture fund with seed investments in companies like Wise and Digital Ocean. He’s also a very close friend and one of the smartest people I know.
We unpack our investment thesis for our Nvidia trade and leverage the power of Gemini Pro 1.5 and ChatGPT to orchestrate what we hope will be the best trade of our lives. We put our money where our mouth is and make a $1,000 trade while the cameras are still rolling.
There’s a plot twist at the end of this episode—so stick around to see the epilogue Jesse and I recorded just days after we made our investment.
We get into:
This is not investment advice, but it’s a must-watch for anyone who wants to leverage the power of AI to make smarter financial decisions.
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