Uncovering the Next Big Opportunity: Powering AI with Energy Giants

0:00This is an iHeart Podcast. Guaranteed human. Run a business and not thinking about podcasting? Think again. More Americans listen to podcasts, then add supported streaming music from Spotify and Pandora. And as the number one podcaster, iHeart's twice as large as the next two combined. Learn how podcasting can help your business. Call 844-844-iHeart. Hello, hello, all my people. What's up? It's Questlove. Recently, I had the opportunity to sit down with the one and only ASAP Rocky. He reflects on his journey from Harlem roots to global icon status and discovering the hip-hop origin of his name.

0:34The ledge was on the TV. Rakim had the bucket hat Kangol join on. My pops was like, that's Rakim. That's who you named after. I just, damn the f***ing f***ing swag. Listen to the Questlove show on the iHeartRadio app, Apple Podcasts, or wherever you get your podcast. What if mind control is real? If you could control the behavior of anybody around you, what kind of life would you have? Can you hypnotically persuade someone to buy a car? When you look at your car, you're going to become overwhelmed with such good feelings. Can you hypnotize someone into sleeping with you? I gave her some suggestions to be sexually aroused.

1:13Can you get someone to join your cult? NLP was used on me to access my subconscious. Mind Games, a new podcast exploring NLP, a.k.a. neurolinguistic programming. Is it a self-help miracle? A shady hypnosis scam? Or both? Listen to Mind Games on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. A new year doesn't ask us to become someone new. It invites us back home to ourselves. I'm Mike Della Rocha, host of Sacred Lessons, a space for men to pause, reflect, and heal. This year, we're talking honestly about mental health, relationships, and the patterns we're ready to release.

1:51If you're looking for clarity, connection, and healthier ways to show up in your life, Sacred Lessons is here for you. Listen to Sacred Lessons with Mike Delaroach on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. Hey, it's Joel. And Matt. From HowToMoney. If your New Year's resolution is to finally get your finances in shape, we've got your back. Prices, they're still high, and the economy is all over the place. But 2026 is the year for you to get intentional and make real progress. That's right. Each week we break down what's happening with your money, the most important issues to focus on, and the small moves that make a big difference.

2:28Kick off the year with confidence. Listen to How to Money on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. Ernest, what's up? You ever walk into a small business and everything just works? Like the checkout is fast, the receipts are digital, tipping is a breeze, and you're out the door before the line even builds. Odds are they're using Square. We love supporting businesses that run on Square because it just feels seamless, whether it's a local coffee shop, a vendor at a pop-up market, or even one of our merch partners. Square makes it easy for them to take payments, manage inventory, and run their business with confidence, all from one simple system.

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4:37But none of this works without power. and we've talked about who could lead in this space or where the space is headed 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 and it was like yeah so there's a near home solution in terms of natural gas turbines. The company that I've been studying and I think has it.

5:13What if mind control is real? If you could control the behavior of anybody around you, what kind of life would you have? Can you hypnotically persuade someone to buy a car? When you look at your car, you're going to become overwhelmed with such good feelings. Can you hypnotize someone into sleeping with you? I gave her some suggestions to be sexually aroused. Can you get someone to join your cult? NLP was used on me to access my subconscious. NLP, aka Neuro Linguistic Programming, is a blend of hypnosis, linguistics, and psychology. Fans say it's like finally getting a user manual for your brain.

5:49It's about engineering consciousness. Mind Games is the story of NLP. It's crazy cast of disciples and the fake doctor who invented it at a New Age commune and sold it to guys in suits. He stood trial for murder and got acquitted. The biggest mind game of all? NLP might actually work. This is wild. Listen to Mind Games on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. New year, new goals, and in this economy, a better money plan is more necessary than ever. I am Matt. And I'm Joel. We are from the How to Money podcast, And every week we help you to spend smarter, save more, and make sense of what's going on out there.

6:30If you want 2026 to be the year you finally feel in control of your money, we're here to give you the tools and advice to help you make it happen. Listen to How to Money on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. This season on Dear Chelsea with me, Chelsea Handler, we've got some incredible guests like Kumail Nanjiani. Let's start with your cat. How is she? She is not with us. Okay, great, great, great way to start. So this is a great beginning and hopefully you'll be able to, I don't know, maybe you will cry. Amanda Seyfried. Life is so short. If you feel something like that, you have that fire in you for this experience.

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7:48Run a business and not thinking about podcasting? Think again. More Americans listen to podcasts than ad-supported streaming music from Spotify and Pandora. And as the number one podcaster, iHeart's twice as large as the next two combined. So whatever your customers listen to, they'll hear your message. Plus, only iHeart can extend your message to audiences across broadcast radio. Think podcasting can help your business? Think iHeart. Streaming, radio, and podcasting. Call 844-844-iHeart to get started. That's 844-844-iHeart. A new year doesn't mean erasing who you were. It means honoring what you've survived and choosing how you want to grow.

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9:08Listen to Sacred Lessons with Mike De La Rocha on America's number one podcast network, iHeart. Follow Sacred Lessons with Mike De La Rocha and start listening on the free iHeartRadio app today. It has a great lead in it, and you guys can let me know what you think. It's going to be GE of Renovo. So GE, right? This is another one of these companies that was part of GE, split off, and now it's become its own company. And the reason is because of those gas turbines. Right now, 2024, we'll see what the 2025 numbers are. They captured 34 % of the global gas turbine market. 34 % last year. That number is going to increase as we see more AI data centers put online.

9:49We don't have nuclear reactors to fulfill the power that's needed. We don't have solar. We don't have it yet. What we do have is gas turbines and they're doing that. Why did I like it though? Outside of that market share that they're dominating in, and I'll give you a power, that's uh almost 106 megawatts right or two over 20 000 megawatts in in orders for 2025 who are their partners amazon aws who else on the u.s grid duke energy who else in renewable energy next era energy who else in developing uh 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?

10:41These 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. And 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 something you can build on.

11:25Now, GEV is a big boy heavyweight. If you're in EYL, you know what that means, right? These are companies that have large options contracts. And so we looked inside the ETFs that have them and we put a few out there. FPX 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.

12:04I want to be very clear. That's a winner. Nextera has been one of my favorites. It's 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 be sure energy is there as well yep be sure it is one of my favorites that's a great four i think constellation will have a have a say in this as well uh obviously when we start talking about their partnerships uh with microsoft i think constellation plays a role in this gv plays and roses i know some i knew it this is a very small audience i knew somebody was going to put okay hello yes uh 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 aster if i would put oh okay hello just yeah as a fifth just because 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 um and so that's why i think gev is going to be the leader here.

13:16But yeah, that's a solid for it. And again, if you can't decide, oh, hey, this one's a little bit too much. I've said it before. XLU, Spiders, Energy, ETF 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've probably said them already. But look at the top two, three, and four in there. Because again, if we're looking at the body, right? If this is a body, 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 connectivity, none of it works if it doesn't have power.

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14:40Hello, hello, all my people. What's up? It's Questlove. Recently, I had the opportunity to sit down with the one and only A$AP Rocky. He reflects on his journey from Harlem roots to global icon status and discovering the hip-hop origin of his name. The ledge was on the TV. Rakim had the bucket hat Kangol join on. Pops was like, that's Rakim. That's who you named after. I just, damn the f***ing f***ing swag. Listen to the Questlove show on the iHeartRadio app, Apple Podcasts, or wherever you get your podcast.

15:36used on me to access my subconscious. Mind Games, a new podcast exploring NLP, aka Neuro Linguistic Programming. Is it a self-help miracle? A shady hypnosis scam? Or both? Listen to Mind Games on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. A new year doesn't ask us to become someone new. It invites us back home to ourselves. I'm Mike Della Rocha, host of Sacred Lessons, a space for men to pause, reflect, and heal. This year, we're talking honestly about mental health, relationships, and the patterns we're ready to release. If you're looking for clarity, connection, and healthier ways to show up in your life, Sacred Lessons is here for you.

16:18Listen to Sacred Lessons with Mike Delaroach on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. Hey, it's Joel. And Matt. From HowToMoney. If your New Year's resolution is to finally get your finances in shape, we've got your back. Prices, they're still high, and the economy is all over the place. But 2026 is the year for you to get intentional and make real progress. That's right. Yeah. Each week we break down what's happening with your money, the most important issues to focus on, and the small moves that make a big difference. Kick off the year with confidence. Listen to How to Money on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts.

16:56This is Dr. Jesse Mills, host of the Mailroom Podcast. Each January, men promise to get stronger, work harder, and fix what's broken. But what if the real work isn't physical at all? I sat down with psychologist Dr. Steve Poulter to unpack shame, anxiety, and the emotional pain men were never taught how to name. Part of the way through the valley of despair is realizing this has happened, and you have to make a choice whether you're going to stay in it or move forward. Our two-part conversation is available now. Listen to The Mailroom on the iHeartRadio app, Apple Podcasts, or wherever you get your favorite shows.

17:28This is an iHeart Podcast. Guaranteed human.