Altimetry Authority

In this episode of Altimetry Authority, the hosts unpack Venezuela’s surprising re-emergence as a major oil player and how the potential removal of sanctions could add meaningful supply back to the market. They explore how this shift could pressure high-cost producers, reshape geopolitics, influence inflation, and re-price winners and losers across the energy ecosystem — from upstream and oilfield services to refiners and integrated majors. The discussion walks through how Uniform Accounting changes the market narrative on players like Valero, Baker Hughes, Suncor, Canadian Natural Resources, and Chevron — and why the market may be missing key profitability dynamics if Venezuelan heavy crude re-enters U.S. refineries. Spoiler: refiners, particularly Valero, could end up among the biggest beneficiaries thanks to advantaged feedstock, crack spreads, and existing heavy crude refining capacity. 👉 For more opportunities tied to this energy dislocation, check out the team’s special report at https://newenergyboom.com If you enjoyed the episode — or have a stock you want analyzed next — leave a comment, like the video, and subscribe for more episodes of Altimetry Authority. Episode Chapters 00:00 – Why Venezuela's Oil Return Matters 01:10 – Production Collapse, Sanctions & Supply Scenarios 03:07 – Inflation, Geopolitics & Macro Implications 04:42 – Winners & Losers Framework 05:50 – Oilfield Services: Baker Hughes, SLB, HAL 07:03 – Upstream Economics & Oil Sands Vulnerability 09:37 – Uniform Accounting on Suncor & CNQ 10:01 – Chevron’s Strategic Positioning 11:41 – Heavy vs. Light Crude & Refining Realities 12:21 – Why Valero Could Be a Major Beneficiary 13:48 – Crack Spreads, Margins & Repricing Hashtags #AltimetryAuthority #EnergyMarkets #OilInvesting #Venezuela #CrudeOil #Refiners #Valero #Chevron #OilSands #BakerHughes #Halliburton #Schlumberger #UniformAccounting #Commodities #MacroInvesting #Inflation #EnergySector #CapitalSpending #JoelLitman #RobSpivey

In this episode of Altimetry Authority, the hosts examine the rapid acceleration of data-center construction and the massive capital spending driving AI and advanced computing. They discuss how hyperscalers are investing hundreds of billions of dollars annually into GPUs, custom chips, and infrastructure, and explore how companies like Nvidia, Broadcom, Alphabet, and AMD fit into the broader AI ecosystem buildout. The conversation also touches on the role of Uniform Accounting in evaluating semiconductor companies and includes a subscriber-requested three-minute drill on AMD, focusing on how accounting differences can affect perceptions of profitability. The episode highlights why the data-center and AI investment cycle remains a key theme shaping the technology and semiconductor landscape. 👉 For additional ideas tied to this massive infrastructure buildout, check out the team’s special report at https://newenergyboom.com If you enjoyed the episode or have a stock you’d like analyzed next, drop a comment, like the video, and subscribe for more episodes of Altimetry Authority. Episode Timestamps: 00:00 – Introduction 04:15 – Data Center Buildout Accelerates 05:01 – Hyperscaler Capital Spending 05:46 – Chips Powering the AI Ecosystem 06:19 – Accounting vs. Market Expectations 06:46 – Infrastructure Investment Opportunities 07:02 – Subscriber Three-Minute Drill 08:14 – Profitability and Wrap-Up #AltimetryAuthority, #AIInfrastructure, #DataCenters, #Semiconductors, #AIChips, #GPUs, #TPUs, #Hyperscalers, #TechInvesting, #UniformAccounting, #CapitalSpending, #AdvancedComputing, #RobSpivey, #JoelLitman, #robspivey, #joellitman

In this episode of Altimetry Authority, Rob and Joel break down four key charts they believe will shape markets in 2026—and why they think the bull market can continue through 2026. They cover the biggest forces driving the next leg of this cycle: the electricity/utility cost surge, the reality of pullbacks inside major bull runs, a potential interest-rate “kickstart” for the consumer, and the macro picture behind U.S. vs. China vs. Russia. They also share two companies they believe could be beneficiaries of these trends, including how “uniform accounting” changes the profitability story versus standard GAAP. If you stick around to the end, you’ll also hear how they’re thinking about the “boom vs bubble” debate—and why they want critics to bring data. ➡️ Get the special report mentioned in the episode: https://newenergyboom.com 👇 Drop your take in the comments: Are we in a bubble… or still early in a boom? Episode Timestamps: 00:00 Four charts that shape the 2026 market outlook 01:32 Why rising electricity costs could dominate the 2026 election 03:44 AI, re-industrialization, and the coming power infrastructure surge 05:17 Why pullbacks are normal in major bull markets 08:36 Boom vs. bubble: challenging the popular narrative 11:00 Why a new Fed chair in 2026 could change interest rates 12:20 How lower rates could reignite the consumer 15:53 Global power shift: U.S. vs. China vs. Russia #AltimetryAuthority, #StockMarket, #Investing, #MarketOutlook, #BullMarket, #2026Outlook, #InterestRates, #FederalReserve, #EnergyInfrastructure, #Utilities, #AIInfrastructure, #Reindustrialization, #ConsumerSpending, #Geopolitics, #USvsChina, #UniformAccounting, #joellitman, #robspivey

Is Oracle (ORCL) really an AI winner — or is Wall Street right to be skeptical? In this episode of Altimetry Authority, we break down why Oracle’s aggressive push into AI data centers may be structurally destroying returns, despite the market’s enthusiasm around artificial intelligence. We also cover why AI data centers are not great businesses, compare Oracle to hyperscalers like Microsoft, Amazon, and Alphabet, and explain why the real AI bottleneck isn’t data centers — it’s energy, labor, and electrons. Then, in a 3-minute drill, we analyze Concentrix (CNXC), one of the world’s largest call center and business process outsourcing companies. If you think Oracle is going to the moon, or you disagree with our take on Concentrix and AI, drop your thoughts in the comments. We read and respond. 👍 Like, subscribe, and turn on notifications for more data-driven stock analysis you won’t hear anywhere else. Episode Timestamps: 0:00 Oracle’s AI data center bet — why the market is skeptical 0:43 Oracle stock surge, AI hype, and fading enthusiasm 1:22 Oracle profitability revealed: GAAP vs Uniform Accounting 1:58 Wall Street forecasts vs market expectations for Oracle 3:54 Why Oracle’s shift to data centers destroys returns 7:43 The real AI bottleneck: energy, labor, not data centers 8:09 3-Minute Drill: Concentrix (CNXC) overview 10:02 AI disruption risk in call centers — is Concentrix a value trap? #Oracle #OracleStock #ORCL #AIStocks #AIInvesting #ArtificialIntelligence #DataCenters #AIInfrastructure #WallStreet #StockMarket #EquityResearch #FundamentalAnalysis #UniformAccounting #ROA #ReturnsOnAssets #TechStocks #Hyperscalers #CloudComputing #ValueInvesting #GrowthStocks #MarketExpectations #Concentrix #CNXC #CallCenters #BPO #AIAutomation #AIDisruption #TechEarnings #joellitman #robspivey #Altimetry #AltimetryAuthority

AI is exploding. Data centers are being built at record speed. But the real bottleneck isn’t chips, GPUs, or data centers — it’s electricity. In this episode of Ultimate Authority, we break down why the United States is heading into a massive electricity shortfall just as AI demand and re-industrialization accelerate. The numbers are staggering: tens of gigawatts of new data center capacity, shrinking baseload power, and surging electricity prices across the country. We explain: - Why electricity is the true constraint on AI growth - How data centers are driving unprecedented power demand - Why natural gas is the only near-term baseload solution - Why utilities may not be the best way to invest in this trend - And two stocks positioned to benefit from the coming electricity buildout We also include a 3-minute drill on Sunoco (SUN), breaking down its business model, dividend yield, cash flow coverage, and what the market is currently pricing in. 💬 Have a stock you want us to analyze? 💥 Disagree about AI’s power needs? 👍 Like, subscribe, and drop your thoughts in the comments. Episode Timestamps: 0:00 – AI’s Real Bottleneck: Not Chips or Data Centers—Electricity 1:15 – The Explosion in Data Center Power Demand 3:55 – Why the U.S. Power Grid Can’t Keep Up 8:45 – Baseload Power Explained (And Why Renewables Fall Short) 12:55 – Why Natural Gas Is the Only Near-Term Solution 15:10 – Two Stocks for the Coming Electricity Buildout 18:25 – Sunoco (SUN) 3-Minute Drill: Dividend & Cash Flow 22:45 – What This Means for Investors Going Forward #AI, #ArtificialIntelligence, #DataCenters, #Electricity, #PowerGrid, #EnergyStocks, #NaturalGas, #BaseloadPower, #Reindustrialization, #InfrastructureStocks, #UtilityCapex, #AIInvesting, #EnergyInfrastructure, #PowerPlants, #GridExpansion, #StockMarket, #Investing, #DividendStocks, #Sunoco, #Primoris, #AnteroResources, #RobSpivey, #JoelLitman, #altimetryauthority

In this episode of Altimetry Authority, we break down one of the most dangerous patterns in the stock market: hype-driven tech stocks masquerading as innovation. From the infamous Long Island Iced Tea → Long Blockchain frenzy to today’s Quantum Computing Inc. (QUBT), we expose how name changes, promotional press releases, bad auditors, and questionable management can inflate valuations—and destroy investor capital. Using forensic accounting, behavioral red flags, and real SEC history, we show why Quantum Computing Inc. is a top “Do Not Buy” stock and why investors should stay far away from hype stocks chasing the latest mania—whether it’s blockchain, crypto, AI, or quantum computing. ⚠️ If you’re investing in quantum computing stocks, AI stocks, or speculative tech plays, this episode could save you from a costly mistake. 👇 Drop a comment if there’s a stock you want us to investigate next. 👍 Like, subscribe, and turn on notifications for more forensic investing insights. Episode Timestamps: 00:00 – The Danger of Chasing “Hot” Tech Stocks 01:02 – Long Island Iced Tea Becomes “Blockchain” 02:45 – Forensic Red Flags Investors Miss 04:48 – From Alcohol Company to Quantum Computing Inc. 06:44 – The Auditor Red Flag No One Talks About 09:28 – Promotional Hype, Insider Selling & Lawsuits 12:42 – Related-Party Transactions & Fake Revenue 14:15 – Final Verdict: Why QUBT Is a “Do Not Buy” #QuantumComputing,#QUBT,#StockMarket,#Investing,#StockMarketWarning,#ForensicAccounting,#StockFraud,#TechStockHype,#SpeculativeStocks,#DoNotBuy,#InvestorEducation,#BlockchainStocks,#AIStocks,#ReverseStockSplit,#BadAuditors,#SEC,#StockAnalysis,#MarketBubbles #robspivey #joellitman