Steve Eisman on Banks, AI and His Next Big Bet
Odd Lots
Balancing Regulations and Infrastructure Capacity in Green Initiatives
The new rule mandating electric ovens in new buildings in New York State could strain the electrical grid if implemented without considering infrastructure capacity. Companies in the electrical grid sector are involved in reshoring and greenification to address the growing demand. While solar companies are performing well, there are other investment opportunities in the sector. The concept of risk-adjusted returns may regain importance as investors shift focus from tech investments.
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