energy
2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Jun 11, 2024 by Mike Conover · across every show →
Everything said about energy, oldest first
Jun 11, 2024 bullish
Conover: AI models can parse documents to identify second-order derivative bets
“It is very straightforward to take a model and say, parse through all of these documents and find second order derivative bets and say, oh, it turns out that energy is like very, very adjacent to investments in AI and may not be priced in the same way that GPU…”
Sep 4, 2026 bullish
Jenik: Accelerated Understanding targets semiconductors and energy as primary commercial markets
“So if you look at areas that are obviously very interesting right now, because everybody needs improvement there, the big ones to everybody are semi and energy, and those are precisely right in our wheelhouse.”