Dan Kent
π€ SpeakerVoice Profile Active
This person's voice can be automatically recognized across podcast episodes using AI voice matching.
Appearances Over Time
Podcast Appearances
So very interesting.
I mean, anyone associated with the infrastructure here hasn't at this point, it's not just like, Ooh, this might be some speculative play.
Like a lot of the times you've already seen these come out in the financials, which I think is kind of more style, our style anyways.
Being an electrical engineering firm right now who specializes in working with data centers is a good place to be.
Well, you know what's a winner is natural gas power plants, which is not...
particularly clean.
Cleaner.
A little bit.
Simone, you mentioned they spun out March 2024.
Guess how much this stock is up.
By the way, I need to build an AI agent that just gives me... Okay, I actually have an idea.
We have this new new service.
I'm going to build an AI agent that gives me an update for every spinoff.
Spinoffs is a great way to make money, by the way.
And this spinoff is up 700% since then.
Yeah.
I will kick us off with my first one company I've talked about before, which is Cloudflare.
You know, Cloudflare.
I have two names in my list where it's like the market's like, this is software, right?
We don't like software.