Data centre backlash grows, the latest on our Community Portfolio & Pimp my Portfolio with Henry Jennings
Equity Mates Investing PodcastShow Notes
Bryce & Ren unpack the growing backlash against data centres after NextDC plunged 42% in a day, and, whether combining Tesla and SpaceX could be Musk's biggest move yet. Plus, with just weeks left in the community portfolio challenge, the boys review their winners, losers and potential final trades. Then Henry Jennings from Marcus Today joins for Pimp My Portfolio, helping a community member tackle ETF overlap, diversification and the art of keeping investing simple.
In this episode: 00:00 NextDC crashes 42% as backlash grows 06:57 Breakthroughs, cybersecurity & the compute crunch 10:23 Tesla + SpaceX: Elon Musk's mega-merger plans 15:32 Community portfolio update: Are we beating the market? 17:09 The biggest winners & losers in our portfolio 19:49 October stock picks: What should we buy next? 23:44 Pimp My Portfolio with Henry Jennings 28:07 ETF overlap, diversification & DCA
Stocks & ETFs Mentioned: NextDC (ASX: NXT), Goodman Group (ASX: GMG), Tesla (NASDAQ: TSLA), SpaceX (NASDAQ: SPCX), NVIDIA (NASDAQ: NVDA), Amazon (NASDAQ: AMZN), Walmart (NYSE: WMT), Betashares Diversified All Growth ETF (ASX: DHHF), PWR Holdings (ASX: PWH), Pro Medicus (ASX: PME), Caterpillar (NYSE: CAT), Global X Artificial Intelligence Infrastructure ETF (ASX: AINF), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), GE Vernova (NYSE: GEV), Telix Pharmaceuticals (ASX: TLX), Codan (ASX: CDA), Betashares Electric Vehicles and Future Mobility ETF (ASX: DRIV), Catapult Group International (ASX: CAT), Motorcycle Holdings (ASX: MTO), SK Hynix (KRX: 000660), APA Group (ASX: APA), ResMed (ASX: RMD), Intuitive Surgical (NASDAQ: ISRG), HUB24 (ASX: HUB), Meta Platforms (NASDAQ: META), iShares S&P 500 ETF (ASX: IVV), Vanguard Australian Shares Index ETF (ASX: VAS), Vanguard FTSE Europe Shares ETF (ASX: VEQ), Vanguard FTSE Asia ex Japan Shares Index ETF (ASX: VAE), Betashares Global Cybersecurity ETF (ASX: HACK), Global X Physical Gold Structured (ASX: GOLD), Global X Defence Tech ETF (ASX: DTEC), iShares MSCI Emerging Markets AUD ETF (ASX: IEM)
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