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Ireland's New Investment Tax Scheme Explained & An AI Pick from Investicon

Ireland's New Investment Tax Scheme Explained & An AI Pick from Investicon

Author: MyWallSt September 3, 2026 Duration: 42:01
Stock Club
BusinessInvesting

Emmet and Mike recap Investicon 2026, MyWallSt's investor event in Dublin, and unpack two of the biggest ideas to come out of it.

First, they break down a major shift coming for Irish investors around deemed disposal tax and long term investment savings, and why the current eight year exit tax rule has frustrated everyday investors for years.

Then they dig into 24/7 Wall Street's Eric Bleeker's AI infrastructure thesis from the event stage. Bleeker argues that the next phase of the AI boom will be defined by bottlenecks rather than headline chip releases, specifically networking and electricity constraints inside data centers. He unveils Vicor (NASDAQ: VICR), a company building vertical power delivery modules designed to move power conversion physically closer to AI processors, addressing the same kind of proximity problem that made high bandwidth memory and optics into massive markets.

They also break down what a token actually is in plain English and why token usage is becoming the real cost driver behind AI services like Claude and ChatGPT.

#MyWallSt #StockClub #Vicor #VICR #AIStocks #Investicon #ArtificialIntelligence #DataCenters #StockMarket #InvestingIreland


Stocks Mentioned:

  • Vicor Corporation (NASDAQ:VICR)


At MyWallSt, we believe great investing is about patience, discipline, and owning outstanding businesses. Our team researches global stocks, publishes transparent performance, and helps investors build long-term wealth without hype or guesswork. Horizon is our long-term buy-and-hold service, while Prophet is a five-minutes-a-month system that has trounced the average market returns over 17 years.


Each week on Stock Club, the team from MyWallSt gathers to break down the movements and ideas shaping the market. This isn't about hype or frantic trading tips; it's a grounded conversation focused on understanding how investing actually works. You'll hear them analyze specific stock news and discuss the strategies behind building lasting wealth, all with the aim of making you a more thoughtful and confident investor. The discussion in this podcast naturally evolves from the week's most significant events, offering clarity on complex financial stories without relying on jargon. Tuning in feels like being part of a straightforward, informed discussion where the priority is long-term perspective over short-term noise. For anyone looking to deepen their grasp of the business and investing landscape, Stock Club provides a consistent, reliable space to learn. It’s the regular check-in that helps demystify the market's shifts, emphasizing education and insight as the true foundations for success. You can find Stock Club wherever you listen to podcasts.
Author: Language: English Episodes: 50

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