SCOUT· 63%40m·2026-08-19·MoneyData centre resistance grows, CSL is (sort of) back & a stock picker joins Pimp my Portfolio
Data centres are swallowing an ever-bigger share of the world’s electricity, and communities are starting to push back. Bryce & Ren unpack what rising resistance to AI infrastructure means for investors, why long-term borrowing costs are flashing an inflation warning, and the latest results from A2 Milk, JB Hi-Fi &…
Scout bees are checking it out — divided opinions, the swarm hasn't committed.
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“From the bottom of my heart, thank you very very much REN, BRYCE, OWEN and of course PHOEBE..!!! ❤️❤️ thanks for having me and to create a beautiful memory to cherish forever!! Love you all and the entire team of equity mates❤🎉”
“Vishal is a gangster investor, loved his portfolio and investment style. He is really playing the game, and seems to have his head on straight to take those risks.”
“I bought CSL at 112 a share and very glad I did so far. Up 47% at the moment.”
“Data centres will accelerate our transition to nuclear. Lots of innovation is now finally occurring here, tech companies have realised solar and wind isn’t good enough in both supply and how hard it is to clean the intermittency.”
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