← Earn Your Leisure
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This is an iHeart podcast. Guaranteed Human hey, Ryan Reynolds here wishing you a very happy half off holiday because right now Mint Mobile is offering you the gift of 50% off unlimited. To be clear, that's half price, not half the service. Mint is still premium unlimited wireless for a great price. So that means a half day. Yeah, give it a try@mintmobile.com Switch upfront payment of $45 for three month plan equivalent to $15 per month required new customer offer for first three months only. Speed slow after 30 gigabytes of networks busy taxes and fees extra CMN a couch potato warning is in effect as DirecTV transforms Thanksgiving into Streamsgiving. DirecTV's got free TV nationwide with a heavy front of 60 plus live channels and a steady stream of streaming apps. Conditions are perfect for non stop entertainment. So hunker down on the couch and sign up for your free trial of my entertainment from DirectTV. I'm going to watch some free TV. 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And yeah, long term we know the solutions, but we don't have a long term idea here. Right. This needs to be immediate, especially if like we said, this is a national security issue. And so you start thinking short term. Who could be the short term people who can actually benefit from it. We've seen Caterpillar when we were talking about gas turbines. Yeah. And it was like, yeah, so there's a near term solution in terms of natural gas turbines. The company that I've been studying and I think has earnest what's up? Look, every now and then a tool pops up that makes you wonder why wasn't this around when I was struggling. That's Framer. If you've ever tried to design a website and felt like you need a coding degree, a design degree, and maybe a therapist, yeah, Framer said don't even worry about it. 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Now you can do that do that with Acrobat. Now you can do that do that with the all new Acrobat. It's time to do your best work with the all new Adobe Acrobat Studio. A couch potato warning is in effect as DirecTV transforms Thanksgiving into Streamsgiving. DirecTV's got free TV nationwide with a heavy front of 60 plus live channels and a steady stream of streaming apps. Conditions are perfect. Perfect for non stop entertainment. So hunker down on the couch and sign up for your free trial of my entertainment from DirectTV. I'm going to watch some free TV. Start streaming my entertainment from DirectTV now@ streamsgiving.com my free is free paid services 5 day free trial then auto renews monthly. Cancel anytime. Temporary credit hold may apply. Restrictions apply. See streamsgiving.com for details. AI produced hey Ryan Reynolds here wishing you a very happy half off holiday because right now Mint Mobile is offering you the gift of 50% off unlimited. To be clear, that's half price, not half the service. Mint is still premium unlimited wireless for a great price. So that means a half day. Yeah, give it a try@mintmobile.com switch upfront payment of 45 for three month plan equivalent to 15 per month required new customer offer for first three months only speed slow 135 gigabytes of networks busy taxes and fees extra. See mint mobile.com earnest what's up? Look, when it comes to money, control is everything. Knowing how and when to move your dollars, that's where the Klarna card comes in. It's your debit card upgraded. You decide how to pay, whether in full now or you plan ahead to pay later. It works anywhere Visa is accepted. Activation takes 30 seconds and there's zero credit impact to apply. No surprises, no stress, just smarter more intentional spending that keeps you in control. 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We don't have nuclear reactors to to fulfill the power that's needed. We don't have solar. We don't have it yet. What we do have is our gas turbines and they're doing that. Why did I like it though? Right Outside of that market share that they're dominating in. And that's. I'll give you a power that's almost 106 megawatts right. Or two over 20000 megawatts in in orders for 2025. Who are their partners? Amazon, AWS. Who else on the U S grid? Duke Energy. Who else? Renewable Energy. Next Era Energy. Who else in developing engine? Chevron. You might have heard of them. Right. This is the real reason though. Not only is this a domestic thing, if you look at their international partnerships you start to see a picture that's being painted. Right. These data centers are not just going to be in America, although we would like them to be. They're being built all over. Right. The number one thing that I loved was I saw that the GE Saudi advanced turbines, they've partnered with them. So why does that make sense to me? Well, in May we watched a conglomerate of our most brilliant minds in the world of business and AI go to Saudi. Yep. Why did they go? They went to go announce infrastructure in AI they're starting to build that infrastructure. They also don't have the time. So if I start seeing American companies partnering with Saudi companies to provide energy that tells me there's something there and they can something you can build on. Now Dev is a big boy heavyweight. If you in eyl, you know that what that means, right? This, these are companies that have large options contracts. So we looked inside the ETFs that have them and we put a few out there. FPX is, is one of those that actually has pulled back a little bit. But energy is going to be a story and I think GEV is going to be the one that is going to be leading that story here in the very near future, but definitely long term as well. And I want to say once again all energy companies are not created equal. I'm Seeing it in this space too. There's a lot of startup or new IPO energy companies that are trying to position themselves. I want to be very clear. That's a winner. Nextera has been one of my favorites. Has been in stock club forever. But can we round out what you think the big four would be in terms of energy? So people don't invest in maybe the 13th best energy company. Duke is a legacy company. I think that that's going to benefit as well. This is one that we actually covered in our last Mastermind and somebody actually put in the chat. Maybe it was there. I had Visa Energy is there as well. Yep. Is one of my favorites. That's a great four. I think Constellation will have a. Have a say in this as well. Obviously when we start talking about their partnerships with Microsoft. I think Constellation plays a role in this. GV plays and Rose. I know some. I knew it. This is a very small audience. I knew somebody was going to put oklo. Yes, we had. They had a nice pullback. If I'm picking my four, I would probably pick those four and then I would have. As an asterisk, I would put O oklo. Just. Yeah. As a fifth. Just because I, I understand the story, I understand nuclear and how that's going to be powering us at a more efficient level. Short term though, what's going to be the solution? And so that's why I think GeV is, is going to be the leader here. But yeah, that's, that's a solid for it. And again, if you can't decide on, hey, this one's a little bit too much. I, I've said it before. Xlu Spiders Energy ETF is a, is just a solid place. And if you want to go look at some of those companies, go look at the top two or three, four in there. We probably said them already, but look at the top two or three and four in there. Because again, if we're looking at the body, right? If this is a body, you, you need fuel, right? In order for you to work, these data sets are going to need power or none of this works. All Those companies, the GPUs, the, the connectivity, none of it works. If it doesn't have power. This episode is brought to you by PNC Bank. A lot of people think podcasts about work are boring. And sure, they definitely can be. But understanding a professional's routine shows us how they achieve their success little by little, day after day. It's like banking with PNC Bank. It might seem boring to save plan and make calculated decisions with your bank. But keeping your money boring is what helps you live a more happily fulfilled life. PNC Bank Brilliantly boring since 1865 Brilliantly boring since 1865 is a service mark of the PNC Financial Service Group, Inc. PNC Bank National Association Member FDIC Within Moustache a taco in one hand and ordering a ride in the other means you're stacking cash back. Nice. Get up to 5% cash back with Venmo stash on your favorite brands when you pay with your Venmo debit card. 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