AI power trade

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 27, 2025 by David Cahn · across every show →

Everything said about AI power trade, oldest first

Oct 27, 2025 bullish
Assertion Open · timeframe Dec 2025
Cahn: AI power infrastructure was the best trade of 2025
“The best trade of 2025 was the AI power trade.”
David Cahn Oct 27, 2025 ▶ 2:05 Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook · 20VC with Harry Stebbings
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