Data centre resistance grows, CSL is (sort of) back & a stock picker joins Pimp my Portfolio

Data centres are swallowing an ever-bigger share of the world’s electricity, and communities are starting to push back. Bryce & Ren unpack what rising resistance to AI infrastructure means for investors, why long-term borrowing costs are flashing an inflation warning, and the latest results from A2 Milk, JB Hi-Fi & CSL. Then Pimp My Portfolio returns, with Owen Rask reviewing Vishal’s 40-plus-stock portfolio and digging into concentration, selling discipline and what it really takes to let your winners run.

00:00 Data centres face a growing backlash

01:32 FinFest is 10 weeks away

04:17 Data centres, power demand & opposition

10:18 Rising borrowing costs and sticky inflation

13:25 Reporting season: A2 Milk, JB Hi-Fi and CSL

19:27 Anthropic’s staggering revenue growth

21:00 Pimp My Portfolio returns

24:11 Concentration, selling & letting winners run

Stocks & ETFs Mentioned: A2 Milk (ASX: A2M), JB Hi-Fi (ASX: JBH), CSL (ASX: CSL), Commonwealth Bank (ASX: CBA), REA Group (ASX: REA), CAR Group (ASX: CAR), Southern Cross Electrical Engineering (ASX: SXE), Alphabet (NASDAQ: GOOGL), Catalyst Pharmaceuticals (NASDAQ: CPRX), Scorpio Tankers (NYSE: STNG), Chubb (NYSE: CB), iShares Semiconductor ETF (NASDAQ: SOXX), Berkshire Hathaway (NYSE: BRK.B), Maas Group (ASX: MGH), Pro Medicus (ASX: PME), BHP (ASX: BHP), General Electric (NYSE: GE), Micron Technology (NASDAQ: MU), Microsoft (NASDAQ: MSFT), Nvidia (NASDAQ: NVDA), Netflix (NASDAQ: NFLX)

Grab your FinFest tickets today: https://www.finfest.live/

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This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.

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