Talk Money To Me

Equity Mates Media

Candice and Felicity draw on their extensive expertise in capital markets, to dive deeper into the world of finance, and will bring you up to speed on everything in the financial landscape. Their goal is to enable you to generate and grow your own wealth, by revealing clever ideas, new strategies, and hear from experts sharing insights and the lessons they’ve learned. Hosted on Acast. See acast.com/privacy for more information.

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Talk Money To Me

Episodes (173)

Feb 26th Order Pad | Everyone’s Talking Nvidia… We’re Buying This AI Infrastructure Stock Instead (VRT.NYS)
Feb 19th Borrowing to Invest 📈: Smart Wealth Strategy or Risky Move?
Feb 12th Order Pad | The 2026 Re-Rating Opportunity: Is 100% Upside Possible? | WiseTech Global (WTC.ASX)

Talk Money To Me

Feb 26, 2026
16½ minutes
23 MB

Everyone’s talking about Nvidia. But what if the biggest opportunity in artificial intelligence isn’t in chips… it’s in the infrastructure powering the entire ecosystem? In this Order Pad episode, Candice breaks down why she is buying Vertiv (VRT.NYS) and why she believes the next phase of the AI investment cycle will be driven by power, cooling and data centre infrastructure. Artificial intelligence is creating one of the largest global infrastructure build-outs in decades. As demand for computing power accelerates, so does the need for energy, advanced cooling systems and...

Talk Money To Me

Order Pad | Everyone’s Talking Nvidia… We’re Buying This AI Infrastructure Stock Instead (VRT.NYS)

Equity Mates Media

00:00 -16:28