Are bulls ignoring the warning signs?

Rich McDonald and Piers Buckworth are back for Episode 3 of The Long and Short. This week they break down exactly what it costs to build a $500 billion data center from scratch. Gas turbines, cooling systems, fibre optic cables, power infrastructure and the companies involved in each layer. Then live on air, Moderna announces a breakthrough cancer vaccine with Merck. The stock goes up 90% while they are recording. 00:00 Welcome to Episode 3 00:24 Market positioning and the bull bear indicator at max bull 03:30 Building a $500 billion data center 31:23 Energy demand and the power required 33:10 Gas turbines, GE Vernova and the existing grid 35:10 American Electric Power and Peter Thiel's investment 41:49 Cooling with Vertiv and Schneider Electric 44:05 Supermicro and the accounting problem 46:32 Fibre optic cables with Corning, Lumentum and AAOI 51:43 Quantum computing and IONQ explained 26:29 Moderna cancer vaccine announced live on air. Up 90%. 📈 Catch more market commentary and insights on our channel. Subscribe ► https://www.youtube.com/@iguk_official?sub_confirmation=1 Find out more: https://upl.inc/k4gg8x Your capital is at risk. 69% of retail investors lose money when trading CFDs with this provider. You should consider whether you can afford to take the high risk of losing your money. #DataCenter #AIInfrastructure #QuantumComputing #IONQ #Moderna #CancerVaccine #GEVernova #Vertiv #Biotech #StockMarket #Investing #IGMarkets #TheLongAndShort