Brayden Dennis

Yeah, let me speak on behalf of all of them.

They're expensive.

Some are not as much as others, but for the most part, yes.

Yeah.

So I guess I'll get started.

I'll start with my first two names, two names that I'm pretty sure have doubled at least over the last year.

So the first one is Quanta Services, ticker PWR.

It's a name that I've talked quite a bit on the podcast.

I wish I would have invested in the name when I first talked about it because...

would have been quite the returns it's a picks and shovel infrastructure company for electrification grid upgrades renewable data centers utilities pipelines and communication infrastructure they provide engineering construction installation repair and maintenance services for critical infrastructure they have two main segments here electric power and renewable energy infrastructure solutions which is by far the largest segment and revolves around electric infrastructure

The other one is underground utility and infrastructure for things like utilities, pipelines, gas distribution and broadband.

And obviously, the play here is you're just betting that AI will demand more and more power.

It's going to demand more.

expansion of the grid.

And Qantas Services will just be a big beneficiary of that, especially being their largest segment.

They have a market cap over $109 billion.

Over the last five years, revenues have increased 18% annually.

And in the last three years, the backlog has grown at a rate of 24% per year.

So pretty phenomenal.

It is a company that is not cheap,