Data centre backlash grows, the latest on our Community Portfolio & Pimp my Portfolio with Henry Jennings

Podcast: Equity Mates Investing Podcast · Equity Mates Media

Opublikowano: 2026-10-25

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...