Dan Kent

speaker

601 appearances 44 recordings 2 series first heard Apr 2026 last heard 7 Sep

Dan Kent’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 44 in all, peaking in Aug 2026 with 14.

newest first · ▶ plays the moment

So right place, right time for a historically very great product.

And I think Cloudflare is going to keep growing from here on out.

It's expensive stock as per usual.

Yeah, that's the security layer.

Like bot identification, bot protection.

That's what Cloudflare will do in what it calls its network or security services.

There's no way it helps serve bots.

All it does is hold me out of the website.

So what's your second name here, Brayden?

The second one has been a pretty obvious winner, but it is in that second order effect, which is Vertiv, ticker VRT.

This is the leader in power and thermal cooling for data centers.

75% of their revenue comes from cooling inside of data centers.

So again, right place, right time and second order effects.

Stock has been an absolute monster.

The backlog is up.

81% now up to 15 billion.

They're guiding for another 35%.

Wow, it's 120 billion in market cap now.

I did not realize that.

Here I am thinking this is still a great play.

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