Scott Galloway and Ed Elson break down why the data center buildout is making Wall Street increasingly anxious and examine some of the risks facing the industry. Then, they turn to Netflix’s struggles this year, with Scott explaining why he remains bullish on the stock despite its recent decline. Finally, they discuss Oura’s upcoming IPO, the concerns surrounding the company, and whether they’d want to get in on the offering. Subscribe to the Prof G Markets Youtube Channel Subscribe to the Prof G Markets newsletter Order &quot;Notes on Being a Man,&quot; out now Note: We may earn revenue from some of the links we provide. Follow the podcast across socials @profgmarkets Follow Scott on Instagram Follow Ed on Instagram, X and Substack Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Investors Are Turning Against Data Centers (Here's Why)

Prof G Markets

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Investors Are Turning Against Data Centers (Here's Why)

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Investors Are Turning Against Data Centers (Here's Why)

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.