Misunderstood Stocks in Data Center Power, Cybersecurity, and Payments | Dean & Deiya Pernas

Podcast: Monetary Matters with Jack Farley · Jack Farley

Opublikowano: 2026-08-07

Monetary Matters listeners can get 20% off subscriptions for one year here (billed quarterly): https://pernasresearch.com/register/monetary-matters/?coupon=monetarymatters In this episode of Monetary Matters, Jack Farley sits down with Deiya and Dean Pernas of Pernas Research to discuss their contrarian investment strategies and overarching market themes. The brothers delve into the massive energy demands of AI data centers, highlighting "bring your own power" solutions and infrastructure needs over traditional semiconductor plays. Additionally, Deiya explores the evolving landscape of cybersecurity and software in the age of AI, noting that while AI...