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We question whether AI hype has outrun fundamentals while mapping a practical plan to stay invested. We dig into energy limits, data center pushback, circular demand, debt signals, selective stock picking, and tax-smart ways to lock in gains.

• froth signals across AI leaders and suppliers
• circular demand and debt-funded capex risks
• grid and energy constraints shaping data center buildouts
• local approvals, community impact, and siting choices
• selective exposure over single-name concentration
• competition across chips, code, and applications
• practical profit-taking and rebalancing tactics
• donating appreciated shares for tax efficiency
• preparing allocations for the 2025 to 2026 shift

Think about it

Straight Talk for All - Nonsense for None

Please check out our other podcasts:

https://skepticsguidetoinvesting.buzzsprout.com

Disclaimer - These podcasts are not intended as investment advice. Individuals please consult your own investment, tax and legal advisors. They provide these insights for educational purposes only.