Memory, Energy, Space: The AI Trade Most People Still Miss
Trappin Tuesday's
Wallstreet Looks Like Us Now Network
4.9 β’ 2K Ratings
ποΈ 19 May 2026
β±οΈ 27 minutes
ποΈ Recording | iTunes | RSS
π§ΎοΈ Download transcript
Summary
Transcript
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| 0:00.0 | So you got to stop listening to people talking about something. |
| 0:03.2 | It's an AI bubble. |
| 0:05.6 | You got to stop listening to them people. |
| 0:07.5 | You know what them people are telling you? |
| 0:09.1 | They're cool with being broke. |
| 0:10.7 | Samsung hit a trillion dollar valuation on the AI boom. |
| 0:14.1 | Samsung has reached a trillion dollar market evaluation after booming demand for chips using artificial intelligence. |
| 0:20.0 | So the world's largest memory, what? |
| 0:23.6 | The world's largest memory, the world's largest memory make a stock more than quadruple over the past year. |
| 0:42.2 | Come on, man. |
| 0:44.1 | I'm trying to tell you all, man. |
| 0:47.8 | Trying to tell you all, man. |
| 0:50.8 | Come on. |
| 0:52.0 | Let's go a little further. |
| 1:00.0 | Is this the solution to the AI data center energy demand? Let's talk about it. |
| 1:01.0 | This dome could solve one of the biggest challenges facing AI data centers, storing massive amounts of energy in a sustainable way. |
| 1:08.0 | Google just partnered with the Italian company Energy Dome to deploy |
| 1:12.3 | this new CO2 battery technology across multiple commercial projects worldwide, directly addressing |
| 1:17.9 | the exploding electricity demands of data centers powering AI. |
| 1:21.5 | Here's how it works. So battery storage is critical for adding electricity capacity to grids |
| 1:26.5 | and managing short-term fluctuations. |
| 1:28.3 | Most typically only store in dispatch power for four hours or less, but energy dome system |
... |
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