Curia Investment Show

Curia Investment Edge delivers research-backed investing insights to help you stay ahead of the market. Each week, we break down key stock ideas, macroeconomic trends, and overlooked risks — designed for serious investors seeking alpha in an uncertain world. From deep-dive company analysis to contrarian takes on market sentiment, our team of analysts gives you the edge you need to build smarter portfolios. Subscribe for real-world investment strategies, expert interviews, and timeless financial frameworks.

All Episodes

Curia Investment Show

Curia Investment Show #3: AMD, TrumpRx, AI's Hidden Winners, PE's Fall...

October 06, 2025 • Curia Financial • Season 1 • Episode 3

Join James Early, Simon Erickson of 7Investing, and Eoin Treacy of Fuller Treacy Money as they unpack the hidden winners of the AI revolution. We’ll explore why 95% of generative-AI pilot programs are failing, how power-hungry AI data centers are driving electricity demand into the gigawatt era, and why “picks and shovels” stocks like Vertiv—a leader in computer-room air handlers and liquid-cooling systems—are seeing explosive revenue growth.

We’ll also break down the blockbuster partnership between OpenAI and AMD, which plans to deploy up to 6 gigawatts of Instinct GPUs—a move that could reshape the AI-hardware landscape. Plus, find out how utilities, natural-gas producers, and energy-infrastructure companies could benefit from this unprecedented AI build-out.

The conversation then shifts to TrumpRx, a new prescription-drug platform promising “most-favored-nation” pricing, which has boosted pharmaceutical stocks and raised new questions about future healthcare margins. Finally, we tackle the private-equity liquidity crunch and record-breaking activity in the secondary market, asking whether infrastructure investments or a pullback could come next.

If you’re looking for actionable insights on AI investing, AMD vs. Nvidia, pharma policy, and private equity’s next moves, this livestream is one you won’t want to miss.

⁠#amd⁠⁠ #nvdia⁠⁠ #nvda ⁠⁠#ai ⁠⁠#trump ⁠⁠#donaldtrump ⁠⁠#privateequity ⁠⁠#stockmarket⁠⁠ #usstockmarket ⁠⁠#investing ⁠⁠#investment