One query on ChatGPT takes 10x the amount of electricity as a Google search. Ricky Mulvey and Asit Sharma discuss how big tech is dealing with the electricity demands of AI systems, companies that could benefit from more energy usage, and if Under Armour can turn around. Then, 18 minutes in, Brendan Hughes, the author of “Markets in Chaos” joins Ricky to discuss why he’s concerned about the level of money printing in the United States, and one area for investors to watch. Companies discussed: NVDA, MSFT, DUK, OKLO, UA, META, FNV. Host - Ricky Mulvey;
Guests - Asit Sharma, Brendan Hughes
