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Seeking Alpha에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Seeking Alpha 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Where energy and tech meet; oil & gas fundamentals with Jennifer Warren
Manage episode 440255512 series 3473653
Seeking Alpha에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Seeking Alpha 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Jennifer Warren discusses where energy and tech infrastructure meet right now and why she focuses on the fundamentals of oil and gas to get there (0:47). Differentiation in big tech (4:45). EV space growth and adoption slower than we think (17:40). Fundamentals of oil and gas, tightness and inelasticities (24:20). Energy, election season and macro factors (30:30). Players and stocks worth highlighting (34:30). See more about the charts mentioned here.
Episode transcripts
Show Notes:
Measuring Energy Demand For Big Tech And AI: Gigawatts, BCFs And GPUs
Uranium A Big Part Of Our Energy Future - Chris DeMuth Jr.
Palantir, BP ink pact for new AI capabilities
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
…
continue reading
Episode transcripts
Show Notes:
Measuring Energy Demand For Big Tech And AI: Gigawatts, BCFs And GPUs
Uranium A Big Part Of Our Energy Future - Chris DeMuth Jr.
Palantir, BP ink pact for new AI capabilities
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
213 에피소드
Manage episode 440255512 series 3473653
Seeking Alpha에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Seeking Alpha 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Jennifer Warren discusses where energy and tech infrastructure meet right now and why she focuses on the fundamentals of oil and gas to get there (0:47). Differentiation in big tech (4:45). EV space growth and adoption slower than we think (17:40). Fundamentals of oil and gas, tightness and inelasticities (24:20). Energy, election season and macro factors (30:30). Players and stocks worth highlighting (34:30). See more about the charts mentioned here.
Episode transcripts
Show Notes:
Measuring Energy Demand For Big Tech And AI: Gigawatts, BCFs And GPUs
Uranium A Big Part Of Our Energy Future - Chris DeMuth Jr.
Palantir, BP ink pact for new AI capabilities
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
…
continue reading
Episode transcripts
Show Notes:
Measuring Energy Demand For Big Tech And AI: Gigawatts, BCFs And GPUs
Uranium A Big Part Of Our Energy Future - Chris DeMuth Jr.
Palantir, BP ink pact for new AI capabilities
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
213 에피소드
모든 에피소드
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