Why Jennifer Warren has been focusing on AI, data centers and energy demand (1:10). Shale, M&A and growth (5:00). Looking through lower oil prices; who's most affected? (11:00) Returns for Microsoft, Amazon, Meta, Digital Realty and SMH, the Semiconductor ETF, across 10 years (20:20). Portfolio theory testing; nuclear plays will take time (28:00).

Show Notes:
Generative AI's Chartreuse Adoption Moment
Energy, AI, And Digital Infrastructure: Crowded Trade Or Something Else?
U.S. And Global Energy Drivers And Opportunities

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