00:00 Welcome to Non Consensus Investing with Ram Ahluwalia

00:27 A Casual Chat About Hats and Collectibles

01:29 Diving Into the World of Watches and Collectibles

03:28 Exploring the AI and Data Center Investment Landscape

09:15 The Future of Automated Driving and Its Impact

17:30 Investment Insights: From Amazon's Strategy to CoreWeave's IPO

20:39 OpenAI's Potential and Investment Risks

21:13 The Intricacies of Investing in CoreWeave

22:17 The Psychology of Investing: Going Against the Grain

23:02 Macro Trends: Energy as the New Bonds

27:13 Strategic Investment Decisions and Client Management

36:07 The Importance of Diligence in Alternative Investments

39:46 Wrapping Up: Insights and Next Steps

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WOYM: Microsoft Stargate, Amazon Capex, CoreWeave, Macro