Brayden Dennis
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Appearances Over Time
Podcast Appearances
I mean, this is I never heard of it before we started working on the index.
So definitely learning about a few companies here.
Yeah.
And Cloudflare is the one that replaces, amongst other things, the CAPTCHA stuff, right?
Hey, if something can replace the frustrating endeavor of selecting all the buses in the picture, that's apparently I don't know how to do well because oftentimes it takes me five times to get it right, but...
Robots are way better at determining which is a bus than me, by the way.
Yeah, and I think that's going to be... I do have a name that will be in that liquid cooling type of field as well.
So it's pretty amazing to see this different kind of businesses that are just benefiting massively.
And it's not surprising when they come out with the GDP numbers that they say, like, you know, it's getting a boost from AI build-out.
People can probably understand now just with some of the names we've talked about.
No, exactly.
So let's move on from my next two here.
So still on the energy front, NextEra Energy, ticker NEE.
This is another one on the energy side.
NextEra is a combination of a regulated utility along with a large scale renewable power business.
They recently announced a mega merger agreement with Dominion Energy.
I don't know if you both saw that, but Dominion.
It's a similar business to NextEra.
It's just the geography that they serve is different.
So that's key.