Zortix matched this thesis to Clean energy & solar ETFs as one way for retail investors to get exposure. Not a recommendation.
Shift to building data centers on 'frontier land'
The guest argued the sustainable model for AI data centers is to build on remote 'frontier land' with abundant renewable resources, away from communities, using modular construction.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.