Derek Moneyberg
๐ค SpeakerAppearances Over Time
Podcast Appearances
They're air conditioned and everything is temperature controlled.
They're going to have power no matter what, et cetera, et cetera.
Got it.
So, you know, but those companies have moved up a lot too.
So then I think, all right, I got to go, you know, further back on the food chain and think, you know, or the supply chain, you know, technically and say, well, what the hell, what's not overpriced yet that has to go up later?
And I think nuclear energy is a great place for that.
So I bought URA recently and,
Because I'm also not an expert on nuclear energy.
But if you want to build a nuclear plant, you need uranium.
And I spent a lot of money on URA recently, which is just a uranium ETF.
And I bought the ETF because I'm sure there's some stock in there that's going to outperform the other ones.
But I'm not a fucking nuclear scientist, and I don't know every detail.
So I'm just like, well, if I own the uranium mines...
All this AI and Bitcoin, it takes so much electricity.
Not just Bitcoin, but the cryptocurrencies and all the AI stuff takes so much electricity.
It's not possible with windmills.
It's not possible with solar panels.
We're already burning a good amount of natural gas.
There's a lot of natural gas out there.
They can burn more natural gas.