#2382 - Andrew Santino

Bullish:

• $NUCLEAR - Nuclear power is essential for AI development, with major tech companies securing dedicated nuclear capacity for their data centers

  • “We're gonna need nuclear, dude. Yeah. And we're gonna need a lot of it. There's a they're doing a a Google AI, and this Google AI, they're connecting to the construction of three different nuclear power plants.”

    Joe·1:03:13
• $MSFT - Microsoft is aggressively securing nuclear power infrastructure for AI development, locking up entire power plant output

  • “Microsoft just locked up all, in all caps, all of the 3 Mile Island nuclear output. 837 megawatts, twenty year contract.”

    Joe·1:05:14

Bearish:

• $BROADCAST - Traditional television broadcasting is obsolete, with poor demographics and declining relevance

  • “Out here buying AM radio stations. Okay? If I was if I was if I was Nancy Pelosi, I'd start betting against him. Like, what are you doing? You're going into TV Yeah. Today?”

    Joe·1:11:00

  • “What was the 18 to 34 of the Jimmy Kimmel show? That was what was also crazy. Yeah. Not good.”

    Joe·2:57:56