Menu
Sign In Search Podcasts Libraries Charts People & Topics Add Podcast API Blog Pricing

Jason Moser

๐Ÿ‘ค Speaker
See mentions of this person in podcasts
535 total appearances

Appearances Over Time

Podcast Appearances

Motley Fool Hidden Gems Investing
Netflix Makes a Shocking Acquisition

There's a ton of sunlight out there.

Motley Fool Hidden Gems Investing
Netflix Makes a Shocking Acquisition

I think I'm going to take this a couple of different ways.

Motley Fool Hidden Gems Investing
Netflix Makes a Shocking Acquisition

One, I know that we've got a lot of folks in our Foolish universe who like First Solar.

Motley Fool Hidden Gems Investing
Netflix Makes a Shocking Acquisition

First Solar, I think, is a compelling idea.

Motley Fool Hidden Gems Investing
Netflix Makes a Shocking Acquisition

It does not come without risks.

Motley Fool Hidden Gems Investing
Netflix Makes a Shocking Acquisition

I think the solar space in general is just really, really difficult.

Motley Fool Hidden Gems Investing
Netflix Makes a Shocking Acquisition

Again, I think

Motley Fool Hidden Gems Investing
Netflix Makes a Shocking Acquisition

Ultimately, it's just too great of a resource to pass up on.

Motley Fool Hidden Gems Investing
Netflix Makes a Shocking Acquisition

But then the flip side of that, too, is, I'm going to go back to Amazon, what Jeff Bezos was talking about a few months ago.

Motley Fool Hidden Gems Investing
Netflix Makes a Shocking Acquisition

With data centers in space, Travis, and the beauty of having the data

Motley Fool Hidden Gems Investing
Netflix Makes a Shocking Acquisition

center in space is just unlimited power because you're up there with the sun.

Motley Fool Hidden Gems Investing
Netflix Makes a Shocking Acquisition

Now, who actually is providing the generation there, I guess, remains to be seen.

Motley Fool Hidden Gems Investing
Netflix Makes a Shocking Acquisition

Maybe First Solar will be a part of that.

Motley Fool Hidden Gems Investing
Netflix Makes a Shocking Acquisition

Probably it will be another company that has yet to even start.

Motley Fool Hidden Gems Investing
Netflix Makes a Shocking Acquisition

But I think it just makes you think of things through the appropriate time lens.

Motley Fool Hidden Gems Investing
Netflix Makes a Shocking Acquisition

If you can conceptualize data centers in space, then I think you can sort of conceptualize the idea that absolutely renewals are going to be the way.

Motley Fool Hidden Gems Investing
Netflix Makes a Shocking Acquisition

We'll connect after the show.

Motley Fool Hidden Gems Investing
Netflix Makes a Shocking Acquisition

You're a little younger than I am, so maybe if we partner up, you can be there to watch and succeed eventually.

Motley Fool Hidden Gems Investing
Netflix Makes a Shocking Acquisition

I agree with Lou on the immovable object.