Search · resolved
Which podcasts are discussing GEV?
19 ATTRIBUTED IDEAS · 16 EPISODES · 10 SHOWS
The shows
Motley Fool Money
Monetary Matters with Jack Farley
The Compound and Friends
Animal Spirits
Barron's Streetwise
CNBC Fast Money
MacroVoices
Marketplace
Real Vision Daily Briefing
The Pomp Podcast
Where the discussion went deepest
14 JUL14 JULMONETARY MATTERS WITH JACK FARLEY · 29:56
Power and infrastructure as the true AI bottleneck
“The bottleneck in AI deployment has shifted from GPU supply to powered land and data center infrastructure, making energy suppliers and real estate playmakers key beneficiaries.”
The Semiconductor Earnings Boom Is Just Getting Started
Core thesis · 5/5Verify in source →
9 JUL9 JULMOTLEY FOOL MONEY · 06:17
22 JUN22 JUNMOTLEY FOOL MONEY · 07:22
Off-grid natural gas powers AI data center expansion
“Hyperscalers are increasingly contracting off-grid natural gas to bypass multi-year utility grid interconnection backlogs for AI compute.”
Toy Story 5 Reaches For the Sky · with Chevron
Core thesis · 5/5Verify in source →
18 JUN18 JUNMONETARY MATTERS WITH JACK FARLEY
US industrial reindustrialization enters phase two equipment
“The case made: after three years of industrial recession and infrastructure buildout, US manufacturing is in early recovery, creating a secular and cyclical multi-year runway for factory automation and equipment providers.”
The US Manufacturing and Electrification Megatrends Are Here and They’re Way More Than AI · with Chris Semenuk
Core thesis · 5/5Verify in source →
12 DEC12 DEC 2025BARRON'S STREETWISE · 22:00
GE Vernova riding US power demand surge
“The bull case argued for GE Vernova: a structural turn in US electricity demand growth, driven by electrification and data centers, is driving robust orders and high-margin service revenue for its gas turbine business.”
GE’s Super-Vernova. Plus, Disney and A.I. Moviemaking
Core thesis · 5/5Verify in source →
22 JUL3W AGOMOTLEY FOOL MONEY · 08:45
The weekly signal
Get a weekly digest of what podcasts said about your watchlist.
Pick a few tickers. Once a week we send the most-discussed ideas across finance podcasts, attributed and linked so you can verify. No noise, no advice.
Double opt-in: we’ll email you to confirm before anything else. We store your email and chosen tickers only to send this digest. Nothing else, and we never share them.