Dan Caplinger
speaker
1,800 appearances
17 recordings
4 series
first heard Oct 2023
last heard 2d ago
Dan Caplinger’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 16 in all, peaking in Nov 2025 with 3.
Appearances
They build everything except the building, basically.
And despite this strong position, the stock is trading like an absolute bargain with a forward PE around eight and a price turn to growth ratio about 0.5.
Anything below one is supposed to be a bargain, and this is a good bargain.
Price to sales is under one, too.
It's like, you know, you're buying a Walmart stock here, but you're getting an AI powerhouse instead.
So it's hard to beat that in my book.
And I'm actually excited about boring old HP at this point.
Right, so Dan was talking about the plumbing that goes into data centers, and mine is one of those.
You have power generation, you have AI systems, you need to connect them together so they can actually run on that power.
And one of the specialists in that is Schneider Electric.
It may sound like a German company or something, but it's actually French.
And trading on the over-the-counter market instead of NYSE or Nasdaq, which leaves it out of the media circuit.
And a lot of people won't recognize it.
But if you walk into your local Lowe's or Home Depot or any other hardware store,
and wander into the electricians department, you will find that a good chunk of the electric gear there is made by Schneider Electric under the name Square D. It's like about one third of the brake panels and the electric switches you'll find in the local hardware store.
But it's not just for residential construction.
They also make power panels, switches, everything you need to get electricity from point A to point B in a data center.
And data center and sales are a major contributor to their growth in recent years.
So Square D, by the way, was an all-American company that Schneider bought in 1991, I believe, to get a foothold in the American market.
And they're still a major player today, thanks to that acquisition.
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