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Judd Arnold
Lake Cornelia Investment Research. Stock picker specializing in event-driven and thematic investing, with a focus on AI, crypto, and energy.
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29 snips
Dec 13, 2024
• 1h 38min
Judd Arnold (Lake Cornelia Investment Research): Data Centers (IREN), AI (NBIS), Bitcoin (CORZ), Special Sits (BNED), and Offshore Energy (VAL/TDW)
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Judd Arnold, from Lake Cornelia Investment Research, is a savvy stock picker focused on event-driven and thematic investing. He dives into the booming world of data centers and how AI is reshaping market dynamics. The discussion also uncovers the potential of crypto investments, particularly Bitcoin and its mining landscape. Judd elaborates on offshore energy opportunities and dissects special situations in the market. His insights encourage a deeper understanding of investment strategies amidst evolving technologies and sectors.
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