The AI infrastructure boom is running into a growing obstacle: communities and regulators are pushing back against massive data center projects.

Simon and Dan look at why opposition to new data centers is accelerating, particularly around electricity demand, utility costs, water usage and the strain these projects can put on existing infrastructure. They also discuss what delays could mean for the AI buildout, which parts of the ecosystem could benefit from constrained computing capacity, and why Alberta is emerging as an important battleground for new projects.

Then, Simon follows up on last week’s Royalty Pharma deep dive by looking at the different ways investors can gain exposure to pharmaceuticals and biotech. From diversified ETFs to established drugmakers, higher-risk biotech companies and the royalty model, they break down the trade-offs between diversification, upside potential and clinical-development risk.

They also discuss why seemingly “safe” pharmaceutical giants can still carry significant concentration risk, how AI could reshape drug development, and why healthcare may be one of the more overlooked ways to invest in the AI theme.

Stocks/ETFs discussed: RPRX, MRNA, MRK, JNJ, ABBV, LLY, VRTX, REGN, AMGN, GILD, ISRG, SHOP, HUT, SEI, TT, IXJ, ZHU.TO, XPH, IHE, IBB, XBI.

 

Subscribe to our Our New Youtube Channel!

Check out our portfolio by going to Jointci.com
Our Website
Our New Youtube Channel!
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital
Dan’s Twitter: @stocktrades_ca

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

Apple Podcast - The Canadian Real Estate Investor 

Spotify - The Canadian Real Estate Investor 

Web player - The Canadian Real Estate Investor

Asset Allocation ETFs | BMO Global Asset Management

Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools.

Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.

The AI infrastructure boom is running into a growing obstacle: communities and regulators are pushing back against massive data center projects.
Simon and Dan look at why opposition to new data centers is accelerating, particularly around electricity demand, utility costs, water usage and the strain these projects can put on existing infrastructure. They also discuss what delays could mean for the AI buildout, which parts of the ecosystem could benefit from constrained computing capacity, and why Alberta is emerging as an important battleground for new projects.
Then, Simon follows up on last week&rsquo;s Royalty Pharma deep dive by looking at the different ways investors can gain exposure to pharmaceuticals and biotech. From diversified ETFs to established drugmakers, higher-risk biotech companies and the royalty model, they break down the trade-offs between diversification, upside potential and clinical-development risk.
They also discuss why seemingly &ldquo;safe&rdquo; pharmaceutical giants can still carry significant concentration risk, how AI could reshape drug development, and why healthcare may be one of the more overlooked ways to invest in the AI theme.
Stocks/ETFs discussed: RPRX, MRNA, MRK, JNJ, ABBV, LLY, VRTX, REGN, AMGN, GILD, ISRG, SHOP, HUT, SEI, TT, IXJ, ZHU.TO, XPH, IHE, IBB, XBI.
&nbsp;
Subscribe to our <a href="https://www.youtube.com/@TCIPodcastNetwork">Our New Youtube Channel!</a>
<a href="http://jointci.com">Check out our portfolio by going to Jointci.com</a>
<ul>
<li aria-level="1"><a href="https://thecanadianinvestorpodcast.com/">Our Website</a></li>
<li aria-level="1"><a href="https://www.youtube.com/@TCIPodcastNetwork">Our New Youtube Channel!</a></li>
<li aria-level="1">Canadian Investor Podcast Network Twitter:<a href="https://twitter.com/cdn_investing"> @cdn_investing</a></li>
<li aria-level="1">Simon&rsquo;s twitter:<a href="https://twitter.com/Fiat_Iceberg"> @Fiat_Iceberg</a></li>
<li aria-level="1">Braden&rsquo;s twitter:<a href="https://twitter.com/BradoCapital"> @BradoCapital</a></li>
<li aria-level="1">Dan&rsquo;s Twitter: <a href="https://twitter.com/StockTrades_CA">@stocktrades_ca</a></li>
</ul>
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
<a href="https://podcasts.apple.com/ca/podcast/the-canadian-real-estate-investor/id1634197127">Apple Podcast - The Canadian Real Estate Investor&nbsp;</a>
<a href="https://open.spotify.com/show/6wcDGtXn8Pa7K02l2Ujd3g?si=1299096c533f4894">Spotify - The Canadian Real Estate Investor&nbsp;</a>
<a href="https://thecanadianinvestorpodcast.com/podcast/the-canadian-real-estate-investor">Web player - The Canadian Real Estate Investor</a>
<a href="https://bmogam.com/ca-en/products/exchange-traded-funds/asset-allocation-etfs">Asset Allocation ETFs | BMO Global Asset Management</a>
Sign up for <a href="http://fiscal.ai">Fiscal.ai</a> for free to get easy access to global stock coverage and powerful AI investing tools.
<a href="https://www.eqbank.ca/?utm_source=TCI&amp;utm_medium=podcast&amp;utm_content=desc">Register for EQ Bank</a>, the seamless digital banking experience with better rates and no nonsense.

The Podcast For Canadian Investors.

The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles.

Show hosts Braden Dennis and Simon Belanger bring both experience, fresh takes, well-researched information and entertainment to an investing podcast for Canadians.

The Podcast For Canadian Investors.
The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles.
Show hosts Braden Dennis and Simon Belanger bring both experience, fresh takes, well-researched information and entertainment to an investing&nbsp;podcast&nbsp;for Canadians.

The Canadian Investor

The Podcast For Canadian Investors.

The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles.

Show hosts Braden Dennis and Simon Belanger bring experience, fresh takes, well-researched information and entertainment to an investing podcast for Canadians.

The Podcast For Canadian Investors.
The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles.
Show hosts Braden Dennis and Simon Belanger bring experience, fresh takes, well-researched information and entertainment to an investing podcast for Canadians.