Please text and tell us what you likeWe question whether AI hype has outrun fundamentals while mapping a practical plan to stay invested. We dig into energy limits, data center pushback, circular demand, debt signals, selective stock picking, and tax-smart ways to lock in gains.• froth signals across AI leaders and suppliers• circular demand and debt-funded capex risks• grid and energy constraints shaping data center buildouts• local approvals, community impact, and siting choices• selective exposure over single-name concentration• competition across chips, code, and applications• practical profit-taking and rebalancing tactics• donating appreciated shares for tax efficiency• preparing allocations for the 2025 to 2026 shiftThink about it Straight Talk for All - Nonsense for NonePlease check out our other podcasts:https://skepticsguidetoinvesting.buzzsprout.com Disclaimer - These podcasts are not intended as investment advice. Individuals please consult your own investment, tax and legal advisors. They provide these insights for educational purposes only.

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