Dumb Money Live Undiscovered AI Trades
Oct 10, 2025
The discussion kicks off with the hosts sharing insights on why AI is dominating the market, especially in data centers. They delve into the hunt for undervalued AI stocks, spotlighting Alberta as a potential data center hub due to its favorable energy conditions. TransAlta emerges as a promising investment, with its excess energy and efficient cooling advantages. The conversation also touches on Amazon's growing AI infrastructure and its implications for the tech giant's value. Listeners are urged to conduct thorough research before diving into these investment opportunities.
AI Snips
Chapters
Transcript
Episode notes
AI Drives Massive Compute And Data Center Spending
- AI demand is driving massive data center and compute investment across big tech and chipmakers.
- Data centers and compute spending meaningfully influenced recent GDP growth according to an economist cited by Dave Hanson.
How A Network Led To Undiscovered Trades
- Chris Camillo describes how a friend uncovered early data center and energy trades like Bloom Energy and IREN.
- He attributes his TransAlta idea to the same network and his own due diligence leading to a large position.
Alberta Is Canada’s Data Center Frontier
- Alberta offers unusually low regulation and cheap, abundant energy, making it a late but attractive hub for data centers.
- Canada’s political and tariff uncertainties delayed hyperscaler interest, keeping some opportunities under the radar.