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Natural gas at the Waha hub in West Texas has traded below zero this year, and Doomberg says gas that cheap is what the AI buildout will run on.

Austin Smith of 24/7 Wall St's AI Investor Podcast sits down with the anonymous energy writers behind Doomberg to ask where an investor gets paid: turbines, nuclear, power developers or pipelines.

In Doomberg's view the GE Vernova trade is done, nuclear is held back by politics, and the steady money sits in the pipelines that move the gas.

0:00 Doomberg on AI, gas and nuclear
2:56 War, $100 Oil and Cheap U.S. Gas
11:01 Data Centers Move Onto the Gas Fields
20:27 Nuclear Works. Politics Blocks It
25:07 Is the GE Vernova Trade Done?
32:31 Why AI Is Going Off the Grid
36:19 Pipelines: Where Doomberg Would Invest

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Join Eric Bleeker and Austin Smith from 24/7 Wall St as they discuss how artificial intelligence technology is quickly flowing through the global economy - leading to massive changes and opportunities for forward-looking investors.

The AI Investor Podcast from 24/7 Wall St. explains, in practical and accessible terms, why AI is such a disruptive and exciting technology and shows investors how they can potentially position their portfolios to benefit from these game-changing shifts.

Helping investors make the best decisions, particularly in the space of artificial intelligence, we follow trends in artificial intelligence and discuss how those trends might impact specific stocks and the market as a whole.