The SOIC Podcast

Stocks for AI led Power Demand

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In this episode, we break down 4 powerful megatrends reshaping global energy demand and unlocking new investment opportunities:

⚡ AI-driven surge in electricity demand
🌱 Acceleration of green and renewable energy
🔄 Solving the intermittency puzzle in power supply
❄️ Rapid growth in data center cooling technologies

We decode 5 Indian stocks and 2 global proxies that are poised to benefit from these seismic shifts. Whether you're an investor, analyst, or curious learner—this is your roadmap to the future of power.

📊 Stay tuned for actionable insights, sector analysis, and emerging opportunities.